Financial Counselor (part-time, flexible work schedule)

Company Description

This is your opportunity to get in on the ground floor of a fast-growing FinTech/HealthTech startup. MoneyStack (Techstars ‘23) (https://moneystack.com) helps people recover from the financial devastation caused by gambling addiction. Today, 19 state governments use gambling and sports betting tax revenue to pay for our services, eliminating out-of-pocket costs for individuals and families. Our investors include Techstars, The Fintech Fund, Sidecut Ventures, the Richard King Mellon Foundation, and other early-stage venture investors. Working closely with behavioral health treatment providers, our financial counselors develop financial recovery plans to help clients overcome financial challenges (e.g., gambling debt), protect families, and support long-term recovery. We also run an online financial education and support community for professionals working in the field of Gambling Addiction treatment. 20 million U.S. adults report problem gambling behaviors according to the National Council on Problem Gambling (NCPG)'s most recent survey. To learn more, visit (https://www.gamfin.org/). Job Summary As a Financial Counselor on our team, you'll play a key role in delivering financial counseling to clients experiencing acute financial distress caused by problem gambling. You'll partner with mental health professionals to help clients gain clarity about their financial situation and develop a financial recovery plan that restores hope.

Key Responsibilities

Financial Counseling

• Provide one-on-one financial counseling to clients affected by gambling addiction, helping them create actionable financial recovery plans.
• Assess each client’s financial situation, provide counseling on managing debt, budgeting, and planning for the long-term.
• Collaborate with behavioral health treatment providers to ensure clients' financial plans align with their recovery goals.
• 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

• Must have earned AFC® accreditation, CFP® certification, or equivalent financial counseling and/or planning designation.
• At least 3 years of professional work experience.
• Experience working with office productivity tools (e.g., Google Workspace, Zoom).
• Have worked both independently and as part of a remote team in a fast-paced, dynamic environment.

Your Skills and Abilities

• Excellent English communication skills, both written and verbal.
• Strong analytical skills and a data-driven approach to problem-solving.
• High attention to detail.
• A strong sense of empathy for clients, mental health professionals, and other counselors.
• Positive attitude and strong empathy for our customers (e.g., state governments, mental health professionals) and the clients they serve.

Other Job Requirements

• Ability to travel occasionally (a few days per year) for company-wide meetings or in-person events in the U.S.
• 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. 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.
• Training. All financial counselors will be required to complete specialized training in problem gambling using our proprietary online training materials.

MoneyStack is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Apply tot his job Apply To this Job