Experienced Financial Counselor – Problem Gambling Recovery and Financial Wellness Expert

Join Our Team and Make a Difference in the Lives of Those Affected by Problem Gambling

Are you passionate about helping individuals and families overcome financial challenges caused by problem gambling? Do you have a strong background in financial counseling and a desire to work with a dynamic team of professionals who share your commitment to making a positive impact? If so, we encourage you to apply for the Financial Counselor position at MoneyStack, a fast-growing FinTech/HealthTech startup backed by Techstars, The Fintech Fund, Sidecut Ventures, the Richard King Mellon Foundation, and other early-stage venture investors.

About MoneyStack

MoneyStack is a pioneering company that helps people recover from the financial devastation caused by gambling addiction. We partner with state governments, payers, and behavioral health clinics to provide our financial counseling software and services to individuals and families affected by problem gambling. Our mission is to empower people to take control of their financial lives, protect their families, and support long-term recovery.

We also run GamFin, an online financial education and support community for professionals working in the field of Gambling Addiction treatment. Our goal is to create a comprehensive ecosystem that addresses the complex financial needs of individuals and families affected by problem gambling.

Job Summary

As a Financial Counselor on our team, you will play a critical role in delivering financial counseling to clients experiencing acute financial distress caused by problem gambling. You will partner with mental health professionals to help clients gain clarity about their financial situation and develop a financial recovery plan that restores hope. Your expertise will be instrumental in helping individuals and families overcome financial challenges and achieve long-term financial stability.

Key Responsibilities

• Financial Counseling: Provide one-on-one financial counseling to clients affected by gambling addiction, helping them create actionable financial recovery plans.
• Assessing Financial Situations: Assess each client's financial situation, provide advice on managing debt, budgeting, and long-term financial planning.
• Collaborating with Treatment Providers: 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.

Other Responsibilities

• External Speaking Engagements: You may be invited to represent the company at industry conferences, webinars, and other professional events to promote financial literacy and awareness of gambling addiction recovery.
• Financial Education Content Development: There may be opportunities to create resources and educational materials for GamFin, helping professionals and clients understand complex financial topics related to gambling addiction recovery.
• Client Meetings: Occasionally attend meetings with state government administrators and other key stakeholders.

Qualifications

Your Experience

We are seeking a highly experienced Financial Counselor with a strong background in financial counseling and a passion for helping individuals and families overcome financial challenges caused by problem gambling. To be considered for this role, you must have:

• AFC® Accreditation, CFP® Certification, 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 Work Experience: At least 3 years of professional work experience.
• Office Productivity Tools: 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

We are looking for a Financial Counselor with exceptional skills and abilities, including:

• Excellent Communication Skills: Excellent 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.
• Empathy and Compassion: A strong sense of empathy for clients, mental health professionals, and other counselors.
• Positive Attitude: Positive attitude and strong empathy for our customers (e.g., state governments, mental health professionals) and the clients they serve.

Other Job Requirements

We require our Financial Counselors to:

• Travel Occasionally: 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 (e.g. university faculty member, individual professional practice, etc).
• No Sales: 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.

Why Join MoneyStack?

At MoneyStack, we offer a dynamic and supportive work environment that fosters growth, learning, and collaboration. As a Financial Counselor on our team, you will have the opportunity to:

• Make a Difference: Make a positive impact on the lives of individuals and families affected by problem gambling.
• Grow Your Career: Grow your career in a fast-growing FinTech/HealthTech startup with a strong commitment to innovation and excellence.
• Develop Your Skills: Develop your skills and expertise in financial counseling, financial education, and problem-solving.
• Work with a Talented Team: Work with a talented team of professionals who share your passion for making a difference in the lives of others.

Compensation and Benefits

We offer a competitive salary and a comprehensive benefits package, including:

• Competitive Salary: A competitive salary that reflects your experience and qualifications.
• Health Insurance: Comprehensive health insurance that covers you and your family.
• Retirement Plan: A 401(k) retirement plan with company match.
• Flexible Work Arrangements: Flexible work arrangements that allow you to work from home or in our office.
• Professional Development Opportunities: Opportunities for professional development and growth.

How to Apply

If you are a motivated and experienced Financial Counselor who is passionate about making a difference in the lives of individuals and families affected by problem gambling, we encourage you to apply for this exciting opportunity. Please submit your application today and join our team at MoneyStack!