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Financial Wellness Navigator- LIFT
Financial Wellness Navigator- LIFTCatholic Charities Diocese of Fort Worth • Fort Worth, TX, US
Financial Wellness Navigator- LIFT

Financial Wellness Navigator- LIFT

Catholic Charities Diocese of Fort Worth • Fort Worth, TX, US
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Job Description

Job Description

Be PROUD of what you do :

You'll join a mission-driven team and agency dedicated to supporting our clients. We have been entrusted with a 115-year legacy of doing good and we have set forth a bold goal of ending poverty in our community. Our services are uniquely positioned to address a myriad of key factors that keep families from reaching their bigger, brighter future. We have identified five different areas, or pathways, in which our programs create impact : financial resiliency, education credentials, emotional resiliency, resource stability, and employment. And we're growing our team to make it all happen! Though we are guided by our Catholic Faith, you do not have to be Catholic to join our team or receive services.

Core Responsibilities

  • Client Intake
  • Client Engagement
  • Financial Coaching
  • Holistic Service Planning
  • Documentation

What will you be doing in your role?

  • Conduct client assessments.
  • Attend financial trainings to keep you updated on the latest financial resources and industry trends.
  • Utilize coaching approach to empower client and maintain engagement & motivation to achieve goals.
  • Provide financial coaching for clients that are struggling with their financial situation to help them identify their Bigger, Brighter Future and the goals needed to achieve it.
  • Utilize the Financial Social Work Curriculum to integrate emotional resiliency into the financial coaching process.
  • Meet with clients regularly to review goals and progress.
  • Travel within the community to meet clients or meet virtually based on your assigned team.
  • Be well versed in savings strategies, credit repair as well as debt consolidation and how to equip clients on using those strategies.
  • Maintain relationships with internal & community partners who can help your clients progress.
  • Work with the agency financial specialist to find the products and approach most needed for your clients.
  • Act as a conduit between the client and the financial entity when referrals are given.
  • Holistic service planning with support from resource specialist
  • Complete all necessary documentation to ensure compliance with funding requirements, licensing requirements, and agency quality assurance standards.
  • Advocate on behalf of clients to achieve financial stability.
  • Maintain all records of communication and data collected from clients in online database system.

    • Are you the next LIFT Financial Wellness Navigator?

  • Bachelor’s degree in social work or closely related field
  • Master’s degree and / or clinical experience preferred
  • Case management experience marked with whatever-it-takes tenacity to meet client’s needs.
  • Bilingual in Spanish, required.
  • Excellent communication and interpersonal skills.
  • Must have reliable transportation, a current Texas driver’s license and be willing to transport clients in your car if transportation is a barrier for a client.

    • Here's the Good Stuff...

  • Full-time position with a starting hourly rate of $20, based on minimum job requirements. Pay is determined by relevant experience, work history, education and internal equities.
  • Medical / Dental / Vision / Short Term Disability / Accident Insurance / Hospital Indemnity Insurance / Critical Illness / ID Shield
  • Health Savings Account- CCFW contributes $110 per month .
  • 100% Company paid Long Term Disability
  • 100% Company paid Basic Life and AD&D Insurance
  • 16 paid Holidays (including being closed Christmas Eve through New Years Day)
  • Tiered PTO Accrual by tenure :

    • Vacation Time- 100 hours in your first year.

  • Sick Time- 48 hours in your first year.
  • 403(b) with employer match from day one- up to 6%
  • 3 weeks paid parental / critical illness leave
  • Employee Assistance Program

    • CCFW Participates in the Public Service Loan Forgiveness program (PSLF)

  • Mentorship Program
  • Wellness Program
  • Financial Coaching

    • I'm in...next steps.

    We want to know more about you! Send us your resume and cover letter through the "Join our Team" tab on our website : www.catholiccharitiesfortworth.org. Select the job posting and click the "Apply now" button at the top right of the posting. Be sure to complete all fields so we know who to contact!

    Due to the volume of responses, only qualified parties will be contacted. No phone calls, please. Catholic Charities Fort Worth is an equal-opportunity employer.

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    Financial Navigator • Fort Worth, TX, US

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