Join the Mission to Transform Lives: Become a Financial Counselor at MoneyStack
Are you a passionate and experienced financial professional looking to make a meaningful impact in the lives of individuals struggling with problem gambling? Do you have a strong desire to empower people to regain control of their finances and achieve long-term recovery? If so, we invite you to join our dynamic team at MoneyStack as a Financial Counselor.
About MoneyStack
MoneyStack is a fast-growing FinTech/HealthTech startup backed by prominent investors, including Techstars, The Fintech Fund, and Sidecut Ventures. Our innovative financial counseling software and services help individuals overcome the financial devastation caused by gambling addiction. We partner with state government payers, behavioral health clinics, and mental health counseling organizations to provide expert financial guidance and support. Our mission is to help people recover from problem gambling and achieve financial stability.
Our Impact
The National Council on Problem Gambling estimates that 9 million American adults suffer from gambling addiction. Our financial counselors play a vital role in delivering personalized financial guidance and support to clients experiencing acute financial distress. By partnering with mental health professionals, we help clients develop actionable financial recovery plans, manage debt, and create a path towards long-term financial stability.
Job Summary
As a Financial Counselor at MoneyStack, you will be responsible for providing one-on-one financial counseling to clients affected by problem gambling. You will assess each client's financial situation, provide expert advice on managing debt, budgeting, and long-term financial planning, and collaborate with behavioral health treatment providers to ensure clients' financial plans align with their recovery goals.
Key Responsibilities
- Financial Counseling: Provide personalized financial counseling to clients affected by problem gambling, helping them create actionable financial recovery plans.
- Financial Assessment: Assess each client's financial situation, provide advice on managing debt, budgeting, and long-term financial planning.
- Collaboration: Collaborate with behavioral health treatment providers to ensure clients' financial plans align with their recovery goals.
- Record-Keeping: Keep detailed records of client sessions, ensuring compliance with both company policies and state regulations.
Additional Responsibilities
- External Speaking Engagements: Represent the company at industry conferences, webinars, and other events to promote financial literacy and awareness of problem gambling.
- Financial Education Content Development: Create resources and educational materials for GamFin, our online financial education and support community.
- Client Meetings: Occasionally attend meetings with state government administrators and other key stakeholders.
Qualifications
Your Experience
- AFC Accreditation or Equivalent: 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 Experience: At least 3 years of professional work experience in financial counseling or a related field.
- Technical Skills: Experience working with office productivity tools (e.g., Google Workspace, Zoom, Slack).
- Remote Work Experience: Have worked both independently and as part of a remote team in a fast-paced, dynamic environment.
Your Skills and Abilities
- Excellent Communication Skills: Strong English communication skills, both written and verbal.
- Analytical Skills: Strong analytical skills and a data-driven approach to problem-solving.
- Attention to Detail: High attention to detail and ability to maintain accurate records.
- Empathy and Compassion: A strong sense of empathy for clients and ability to provide supportive guidance.
- Positive Attitude: A positive attitude and commitment to delivering exceptional client service.
What We Offer
Compensation and Benefits
We offer a competitive salary and a comprehensive benefits package, including:
- Competitive Salary: A salary that reflects your experience and qualifications.
- Opportunities for Growth: Opportunities for professional growth and development in a fast-paced and dynamic environment.
- Flexible Work Arrangements: Flexible work arrangements, including remote work options.
- Collaborative Culture: A collaborative and supportive team culture that values diversity and inclusion.
Career Growth Opportunities and Learning Benefits
At MoneyStack, we are committed to supporting the professional growth and development of our team members. We offer:
- Training and Development: Ongoing training and development opportunities to enhance your skills and knowledge.
- Mentorship: Access to experienced mentors who can provide guidance and support.
- Career Advancement: Opportunities for career advancement and growth within the company.
Work Environment and Company Culture
Our company culture is built on a foundation of empathy, compassion, and inclusivity. We value diversity and strive to create a work environment that is supportive, collaborative, and dynamic.
- Remote Work: We offer flexible work arrangements, including remote work options.
- Team Building: Regular team-building activities and social events to foster connections and camaraderie.
- Open Communication: An open-door policy that encourages transparent communication and feedback.
How to Apply
If you are a motivated and compassionate individual who is passionate about empowering others, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and a cover letter, to:
Apply Now
We look forward to hearing from you and exploring how you can join our team at MoneyStack.
Apply Now