Financial Empowerment Consultant

Principal Responsibilities

• Develop and deliver monthly group workshops (virtually and in-person) on financial scam awareness and help older adults understand their personal risk.
• Educate participants on identifying, evaluating, and responding to financial scams.
• Provide life skills training that includes practical strategies and tools for protecting and managing personal finances including money management.
• Work with Geriatric Services staff to connect participants to additional resources to stay safe.
• Create and maintain plain-language materials and toolkits tailored for older adults and culturally diverse audiences.
• Track attendance, participant feedback and skill gain to measure program impact.
• Participate in monthly coordination meetings to align program objectives and participant needs.

Competencies

• Experience designing and facilitating group trainings for older adults or vulnerable populations.
• Strong facilitation skills with the ability to translate complex concepts into action steps and practical tools.
• Patience and ability to manage clients with complex and multiple needs.
• Ability to work autonomously and take initiative to seek out information and resources to support client needs.
• Strong interpersonal skills.

Skill and Education

• Certification or formal training in financial education, financial coaching or related fields (i.e. CFEI).
• Knowledge of fraud prevention, asset protection, and benefits/entitlements navigation.