Financial Educator
Urban Upbound
About Urban Upbound
Founded in 2004, the mission of Urban Upbound is to break cycles of poverty in public housing and other low-income neighborhoods by providing youth and adults the tools and resources needed to achieve economic mobility and self-sufficiency. Urban Upbound advances its mission through several integrated programs, including financial education and counseling, college access, mental health services, income support services (VITA Tax & SNAP), community revitalization, access to safe and affordable banking through the Urban Upbound Federal Credit Union, and employment services.
Job Summary
As part of the Youth Financial Empowerment Initiative, the Financial Educators will serve a designated school district across New York City, working in partnership with schools and communities to deliver 2Gen financial and consumer education workshops to both students and their families and communities, ensuring financial education concepts can reach every corner of the city. Additionally, the Financial Educators will help to build the capacity of schools and educators to integrate 2Gen financial and consumer education into classroom and school-wide activities. The Financial Educators will also provide one-on-one financial counseling for adults, school staff, and community members using the NYC Financial Empowerment Center Model.
Lastly, the Financial Educators will partner with DCWP and local financial institutions to support the availability of in-school banking services at designated public schools across the city.
Key Responsibilities
To ensure the successful implementation of the Financial Educators Program at public schools, Financial Educators will have the role of supporting assigned districts and schools in the integration of financial education and will carry out the following responsibilities:
- Work with District staff, school leadership, teachers, parent coordinators, and other school staff to support financial and consumer protection education programming, events, activities, and non-traditional learning opportunities for students in and outside of the classroom, including:
- Attend planning meetings with assigned staff at district offices and schools to identify ideas for programming and activities that promote the integration of financial education in public schools.
- Collaborate with teachers and other support staff at assigned schools to implement strategies that promote traditional and non-traditional learning opportunities for students.
- Support teacher professional development activities to build knowledge and confidence in financial literacy and the delivery of financial education content.
- Lead the delivery of financial and consumer protection education workshops to public school students, both in and outside the classroom, and their families, including:
- Support teachers, parent coordinators, and other school staff as well as after- school and out-of-school program providers at assigned schools with the scheduling of workshops.
- Assist teachers, parent coordinators, and other school staff at assigned schools with the promotion of and recruitment of participants for workshops.
- Lead the delivery of workshops using the DCWP-provided workshop content and curriculum for students and parents in and outside of the classroom and in other settings as requested by NYCPS and community partners or directed by DCWP.
- Collect data on workshop participants in DCWP designated database, including recording number of workshops, number of participants, conducting workshop assessments and/or surveys, and sharing qualitative insights to inform future workshop development.
- Enter data on workshop participants in DCWP designated database, if needed.
- Promote the Financial Education Resource Hub to support the integration of financial education in and outside of the classroom.
- Assist DCWP with the vetting of financial education resources to create a repository of recommended materials and activities on key financial and consumer protection concepts, materials, and resources.
- Assist staff of assigned district(s) and school(s) in using materials in the Hub.
- Support teachers in the integration of financial education in and outside of the classroom.
- Provide feedback and insights to DCWP and NYCPS on the development and maintenance of content within the Hub.
- Provide free one-on-one financial counseling and coaching sessions to parents, teachers, parent coordinators, and other school staff at public schools or anyone who lives or works in the City, who are over eighteen (18) years of age, including:
- Promote financial counseling and coaching services in collaboration with teachers, parent coordinators, and other support staff at assigned schools, using DCWP-approved materials.
- Schedule financial counseling and coaching sessions using the DCWP-managed client portal.
- Conduct in-person or remote financial counseling and coaching sessions in and outside of public schools or at DCWP approved locations.
- May provide financial counseling to students aged sixteen (16) or seventeen (17) with written approval of service delivery to this age group from DCWP.
- Collect and record client data and outcomes in DCWP designated database in a timely manner.
- Support the integration of in-school banking, facilitate connections between participating schools and financial institutions, and ensure that financial education workshops create a foundation of knowledge and awareness of the banking system.
- Assist assigned bank or credit union representative with the promotion of in- school banking services.
- Refer students to in-school banking program staff opportunities.
- Support and facilitate banking activities, such as participant enrollment in student accounts offered through the in-school banking program.
- Co-lead banking presentations and/or banking workshops with assigned bank or credit union representatives.
- Connect all eligible students and families to opportunities to build financial health and assets, such as the NYC Kids RISE Save for College program and NYC Free Tax Prep for access to poverty fighting tax credits.
- Additional duties as needed
Required Qualifications
- A bachelor’s degree and a minimum of two (2) years of full-time work experience with a preferred background in finance, financial education, counseling/coaching, education or social or youth service delivery, or
- Four (4) to eight (8) years of full-time work experience in financial education, counseling/coaching, education, or social or youth service delivery.
Preferred Qualifications
- Candidates who speak both English and one of the following languages: Bengali, ONLY are encouraged to apply.
- Ability to explain complex financial concepts in simple terms
- Ability to teach financial skills in one-on-one or group settings
- Ability to understand diverse learning needs
- Ability to use learning management systems
- Ability to work on evenings and weekends as needed
- Ability to work in person (no remote options)
- Must be able to satisfy background checks as needed
- Experience with lesson planning and classroom management
- Experience with creating or delivering workshops and educational materials
Compensation & Benefits
EEO Statement
- Urban Upbound is an equal opportunity employer and does not discriminate in hiring and employment practices based on protected characteristics like race, color, religion, sex, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.
Please submit a resume and cover letter to: [email protected]. Include “Bilingual Financial Educator” in the subject line.
Job Types: Full-time, Contract
Pay: $65,000.00 - $70,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Language:
Work Location: In person
