Experienced Financial Counselor – Delivering Personalized Financial Guidance to Individuals Affected by Problem Gambling

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 renowned 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 empower individuals to overcome financial challenges, protect their families, and support long-term recovery. As a key player in this endeavor, you will have the opportunity to make a meaningful impact on 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 support.
• 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 MoneyStack 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, to help 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 to discuss client progress, provide feedback, and identify opportunities for collaboration and growth.

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 planning. Specifically, you will need:

• AFC^® Accreditation or CFP^® Certification: A professional designation in financial counseling and/or planning, with at least 1000 experience hours to obtain the designation.
• Professional Work Experience: At least 3 years of experience in a related field, with a proven track record of delivering financial counseling and planning services to individuals and families.
• Technical Skills: Proficiency in office productivity tools, such as Google Workspace, Zoom, and Slack, and the ability to learn new technologies and systems quickly.
• Remote Work Experience: Experience working independently and as part of a remote team in a fast-paced, dynamic environment, with a strong ability to self-motivate and manage your time effectively.

Essential Skills and Abilities

• Excellent Communication Skills: Strong written and verbal communication skills, with the ability to articulate complex financial concepts in a clear and concise manner.
• Analytical and Problem-Solving Skills: A data-driven approach to problem-solving, with strong analytical skills and the ability to think critically and creatively.
• Attention to Detail: High attention to detail, with a strong focus on accuracy and quality in all aspects of your work.
• Empathy and Compassion: A strong sense of empathy and compassion for clients, with the ability to understand and respond to their unique needs and challenges.
• Positive Attitude: A positive and supportive attitude, with a strong commitment to delivering exceptional client service and promoting a culture of excellence within the organization.

Career Growth and Development Opportunities

At MoneyStack, we are committed to supporting the growth and development of our team members, providing opportunities for professional development, training, and education. As a Financial Counselor, you will have access to a range of resources and support, including:

• Mentorship and Coaching: Ongoing mentorship and coaching from experienced professionals in the field, to help you develop your skills and expertise.
• Professional Development Opportunities: Access to training and education programs, conferences, and workshops, to help you stay up-to-date with the latest developments in financial counseling and planning.
• Career Advancement Opportunities: Opportunities for career advancement and growth within the organization, as we continue to expand and develop our services.

Work Environment and Company Culture

At MoneyStack, we pride ourselves on our dynamic and supportive work environment, which is designed to foster collaboration, creativity, and innovation. As a remote team, we are committed to creating a culture of inclusivity, respect, and empathy, where everyone feels valued and supported. Our company culture is built on the following core values:

• Client-Centered: We are committed to delivering exceptional client service, and to putting the needs of our clients at the forefront of everything we do.
• Collaborative: We believe in the power of collaboration and teamwork, and we work closely with our colleagues and partners to achieve our goals.
• Innovative: We are committed to innovation and creativity, and we are always looking for new and better ways to deliver our services and support our clients.
• Respectful: We are committed to creating a culture of respect and inclusivity, where everyone feels valued and supported.

Compensation and Benefits

We offer a competitive salary and benefits package, which includes:

• Competitive Salary: A salary that reflects your experience and qualifications, and which is competitive with industry standards.
• Benefits Package: A comprehensive benefits package, which includes health insurance, retirement savings, and paid time off.
• Professional Development Opportunities: Ongoing opportunities for professional development and growth, to help you advance your career and achieve your goals.

Conclusion

If you are a motivated and compassionate individual who is passionate about delivering exceptional financial counseling and planning services, we encourage you to apply for this exciting opportunity. As a Financial Counselor at MoneyStack, you will have the chance to make a meaningful difference in the lives of individuals and families affected by problem gambling, while also advancing your career and achieving your professional goals. Don't hesitate – apply today and join our team of dedicated professionals who are committed to creating a brighter financial future for all.