Introduction to MoneyStack
Imagine being part of a groundbreaking FinTech/HealthTech startup that is revolutionizing the way people recover from the financial devastation caused by gambling addiction. MoneyStack, backed by prestigious investors such as Techstars, The Fintech Fund, and Sidecut Ventures, is at the forefront of this mission. Our innovative financial counseling software and services are designed to support individuals in overcoming financial challenges, protecting their families, and achieving long-term recovery. As a key player in this endeavor, you will have the opportunity to make a tangible difference in the lives of those affected by problem gambling.
Job Summary
As a Financial Counselor on our team, you will play a vital role in delivering personalized financial guidance to clients experiencing acute financial distress caused by problem gambling. With an estimated 9 million American adults suffering from gambling addiction, your expertise will be instrumental in helping clients gain clarity about their financial situation and develop a tailored financial recovery plan that restores hope. By collaborating with mental health professionals, you will ensure that clients' financial plans align with their recovery goals, ultimately supporting their journey towards a more stable and secure future.
Key Responsibilities
- Financial Counseling: Provide one-on-one financial counseling to clients affected by gambling addiction, helping them create actionable financial recovery plans that address their unique needs and challenges.
- Financial Assessment and Planning: Assess each client's financial situation, provide expert advice on managing debt, budgeting, and long-term financial planning, and develop strategies to mitigate financial risks associated with problem gambling.
- Collaboration with Treatment Providers: Work closely with behavioral health treatment providers to ensure that clients' financial plans are integrated with their recovery goals, promoting a holistic approach to treatment and supporting long-term recovery.
- Record-Keeping and Compliance: Maintain detailed records of client sessions, ensuring compliance with both company policies and state regulations, and adhere to the highest standards of confidentiality and professionalism.
Additional Responsibilities
- External Speaking Engagements: Represent the company at industry conferences, webinars, and other events to promote financial literacy and awareness of problem gambling, sharing your expertise and contributing to the development of best practices in the field.
- Financial Education Content Development: Create resources and educational materials for GamFin, our online financial education and support community, helping professionals and clients understand complex financial topics related to gambling addiction and recovery.
- Client Meetings: Attend meetings with state government administrators and other key stakeholders, providing expert insights and supporting the development of effective policies and programs to address problem gambling.
Qualifications and Requirements
To be successful in this role, you will need to possess a combination of education, experience, and skills that demonstrate your expertise in financial counseling and your ability to work with clients affected by problem gambling.
Your Experience
- AFC® Accreditation or CFP® Certification: Must have earned AFC® accreditation, CFP® certification, or equivalent financial counseling and/or planning designation with at least 1000 experience hours to obtain the designation.
- Professional Work Experience: At least 3 years of professional work experience in financial counseling or a related field, with a proven track record of delivering personalized financial guidance to clients.
- Technical Skills: Experience working with office productivity tools (e.g., Google Workspace, Zoom, Slack) and a strong proficiency in using technology to support client engagement and communication.
- Remote Work Experience: Have worked both independently and as part of a remote team in a fast-paced, dynamic environment, with a demonstrated ability to manage your time effectively and maintain high levels of productivity.
Your Skills and Abilities
- Excellent Communication Skills: Excellent English communication skills, both written and verbal, with the ability to articulate complex financial concepts in a clear and concise manner.
- Strong Analytical Skills: Strong analytical skills and a data-driven approach to problem-solving, with the ability to analyze financial data and develop effective strategies to support client recovery.
- Attention to Detail: High attention to detail, with a focus on accuracy and precision in all aspects of your work, including record-keeping and compliance.
- Empathy and Compassion: A strong sense of empathy for clients, with a deep understanding of the challenges associated with problem gambling and a commitment to delivering compassionate and non-judgmental support.
- Positive Attitude: A positive attitude, with a growth mindset and a willingness to learn and adapt in a rapidly evolving field.
Other Job Requirements
In addition to the qualifications and skills outlined above, you will need to meet the following requirements:
- Travel: Ability to travel occasionally (a few days each quarter) for company-wide meetings and in-person events in the U.S.
- Outside Employment: Outside employment is allowed as long as it would not create a conflict of interest in relation to the financial counseling and education work that we do at MoneyStack.
- No Sales: This is a fee-for-service role, where financial counselors act in the best interest of clients and do not promote 3rd party products and services or earn commissions.
Career Growth Opportunities and Learning Benefits
At MoneyStack, we are committed to supporting the growth and development of our team members. As a Financial Counselor, you will have access to a range of career growth opportunities and learning benefits, including:
- Professional Development: Ongoing training and professional development opportunities to enhance your skills and knowledge in financial counseling and problem gambling.
- Mentorship: Mentorship and coaching from experienced professionals in the field, with a focus on supporting your career goals and aspirations.
- Cross-Functional Collaboration: Opportunities to collaborate with other teams and functions, including marketing, sales, and product development, to gain a deeper understanding of the business and contribute to the development of new initiatives and programs.
Work Environment and Company Culture
At MoneyStack, we pride ourselves on our dynamic and supportive work environment, with a strong focus on collaboration, innovation, and teamwork. As a Financial Counselor, you will be part of a talented and dedicated team that is passionate about making a difference in the lives of those affected by problem gambling.
- Remote Work: We offer a flexible remote work arrangement, with the opportunity to work from anywhere in the U.S. and collaborate with team members across the country.
- Diversity and Inclusion: We celebrate diversity and are committed to creating an inclusive environment for all employees, with a focus on promoting equity, justice, and respect in all aspects of our work.
- Wellness and Self-Care: We prioritize wellness and self-care, with a range of programs and initiatives designed to support the physical, emotional, and mental well-being of our team members.
Compensation, Perks, and Benefits
We offer a competitive salary and a range of perks and benefits, including:
- Competitive Salary: A competitive salary that reflects your experience and qualifications, with opportunities for growth and advancement as you develop in your role.
- Comprehensive Benefits: A comprehensive benefits package, including health, dental, and vision insurance, 401(k) matching, and paid time off.
- Professional Development Opportunities: Ongoing training and professional development opportunities to enhance your skills and knowledge, with a focus on supporting your career goals and aspirations.
Conclusion
If you are a motivated and compassionate financial professional with a passion for making a difference in the lives of others, we encourage you to apply for this exciting opportunity. As a Financial Counselor at MoneyStack, you will have the chance to work with a talented and dedicated team, develop your skills and knowledge, and contribute to the development of innovative solutions to address problem gambling. Don't miss this opportunity to join a groundbreaking FinTech/HealthTech startup and make a tangible difference in the lives of those affected by problem gambling. Apply now and take the first step towards a rewarding new role.
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https://frontliner.clarios.com/job/urgently-hiring-financial-counselor-ifnm3.html
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