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Provide one-on-one financial coaching and conduct education workshops to help low-income clients establish budgets and meet financial goals. Manage client data, provide referrals to social services, and assist rental participants with DAHLIA applications.
Requires bilingual proficiency in Spanish and an associate's degree, with experience in financial services, social work, or community organizing. Candidates must obtain NACCC, Balance Money Coach, and HUD Housing Counseling certifications within 90 days of hire.
San Francisco Financial Counseling is the flagship program of San Francisco's Economic Justice Center (EJC), a city-run initiative housed within the Office of the Treasurer & Tax Collector. The EJC brings together the Office of Financial Empowerment and the Financial Justice Project to convene, innovate, and advocate for policies and programs that strengthen the economic security and mobility of low-income San Franciscans.
In partnership with the EJC, Balance delivers San Francisco Financial Coaching, providing free, confidential, one-on-one financial counseling to individuals who live, work, or receive services in San Francisco. Integrated into social service delivery, workforce development, and public housing, this program supports residents in opening safe and affordable bank accounts, building credit, reducing debt, and increasing savings. Through strong collaborations with the Mayor's Office of Housing and Community Development, Human Services Agency, San Francisco International Airport, San Francisco Public Library, Bayview community partners, and other sites, San Francisco Financial Coaching has served over 3,500 low-income San Franciscans, helping them improve housing stability, employment outcomes, and overall financial health.
In this position you will be responsible for conducting in-person and online financial education workshops, representing Balance at community meetings, and working with clients in-person or by phone to help establish a budget, set goals to meet their financial objectives and assist rental participants with DAHLIA application assistance. This role will also expand to rental counseling once a HUD Housing Counselor certification is completed.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Duties include but are not limited to:
Minimum Qualifications
Preferred Qualifications
WORK ENVIRONMENT
Employee will be assigned to work onsite at partnering organizations located in areas with high concentrations of poverty. Work hours and days will fall between Monday and Saturday, 8:00am to 8:00pm, depending on site coverage and program needs. The employee will be responsible for maintaining positive rapport with site staff, clients, and residents. The workspace is typically a private office setting, and the noise level is usually moderate.
ABOUT US
Balance is a nationwide non-profit organization committed to helping individuals and families overcome their financial challenges and meet their goals. Through local and national education and counseling programs we provide help and hope to families overwhelmed by debt, facing foreclosure, struggling to master their money, caught in a cycle of over-priced fringe financial services, or trying to purchase their first home. Additional information about us can be found at www.bebalanced.org/about-us.
Balance offers a fun and collaborative environment with exceptional benefits for our employees which include medical, dental, vision, and life insurance; 403(b) retirement plan, 3 weeks paid time off, plus paid federal holidays, an extensive training program, and more!
Balance is an Equal Opportunity Employer that does not discriminate on the basis of race, religion, color, sex, age, national origin or disability.
Family Friendly Enterprise and Socially Responsible Employer Certification
FAMILY FRIENDLY ENTERPRISE certified companies: ❖Attract the best talents; ❖Lower the employees absence; ❖Stabilize the processes; ❖Increase the value of the company and the profit rate SOCIALLY RESPONSIBLE EMPLOYER certified companies: ❖ easier understand and manage different generations of employees; ❖ establish a healthy working environment with good, stimulating interpersonal relations and a more complex organizational culture; ❖ more credible demonstrate socially responsible behavior and communication with key stakeholders, who also make decisions based on ethical criteria; ❖ make a big turn towards sustainable business and also contribute to the ecological and social dimension of development
View all jobs at Balance CompanyBased on 1386 listings with disclosed salaries, most consulting jobs in San Francisco, CA pay between $98k–$250k per year. Individual offers vary with seniority, company size, and specialization.
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