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13 Apr 2022

Full-Time Bilingual Financial Mentor

3rd Decade – Posted by 3rdDecade Anywhere

Job Description

Job Summary:

The Bilingual Financial Mentor will lead one-to-one meetings with 3rd Decade participants based on 3rd Decade teaching and knowledge of investment strategies, savings and student loan relief.  The chosen applicant must be proficient in conversing and writing in Spanish. 

 

Supervisory Responsibilities:

  • None

Duties/Responsibilities:

  • Meets with program participants (some of whom may be bilingual or ESL) to gather, discuss, and understand personal financial goals such as current income, expenses, insurance coverage, tax status, risk tolerance, and other information necessary for financial planning.
  • Assesses participants’ financial objectives, assets, liabilities, cash flow, insurance coverage, and tax status.
  • Based on analysis of financial data, develops strategies and plans to help program participants meet financial goals.
  • Monitors plan performance for participants; realigns and redistributes goals to maintain objectives over the two-year relationship.
  • Maintains knowledge of new and emerging investment trends and opportunities.
  • Builds additional skills and knowledge in the industry including obtaining additional licenses and certifications as appropriate.
  • Creates impactful internal and external communications.
  • Responsible for partnering with up to 120 program participants annually. 
  • Provides instruction concerning, and demonstrates proper mentorship of 3rd Decade mentees to potential mentors.
  • Performs other related duties as required.

 

Minimum Qualifications:

  • Associates degree or additional education and training
  • Excellent verbal and written communication skills. 
  • Excellent interpersonal and customer service skills.
  • Excellent organizational skills and attention to detail.
  • Thorough understanding of the concepts taught in our programming including credit, debt, and basic investments.
  • Strong analytical and problem-solving skills.
  • Must be decisive and establish priorities
  • Bilingual (Spanish)
  • Basic money management skills are preferred

 

Preferred Qualifications:

  • Obtained a Finance certification which may include Accredited Financial Counselor ® (AFC),  Certified Financial Planner, Series 65 or similar designation
  • Previous experience in financial management software
  • Proficient with Google suite/ Microsoft Office Suite or related software

Location:

  • Remote: This position can work remotely from anywhere. 3rd Decade is a national organization with HQ in Tucson, AZ.

Reports to:

  • Executive Director

 

 

How to Apply

To Apply: Send Cover Letter and Resume to hr@3rddecade.org . All Resumes and Cover Letters will be reviewed on a rolling basis.

Job Categories: Equal Opportunities. Job Types: Full-Time. Salaries: 40,000 - 60,000.

Job expires in 2 hours.

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