Financial Education Officer I

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Job Description

Mid-level professional with prior knowledge and experience to contribute straightaway on a project or program. Role uses professional concepts to resolve problems of scope and complexity under limited supervision while achieving day-to-day objectives. Works on developmental assignments requiring professional judgment and decision making. This level is typically focused on professional development. Requires working knowledge and execution of programming with continuing education and training.

Job Description

Mid-level professional with prior knowledge and experience to contribute straightaway on a project or program. Role uses professional concepts to resolve problems of scope and complexity under limited supervision while achieving day-to-day objectives. Works on developmental assignments requiring professional judgment and decision making. This level is typically focused on professional development. Requires working knowledge and execution of programming with continuing education and training.

The individual will be responsible for assisting in financial education program development, research, and training needs of the Agency.  S/he will assist the supervisor in working with tenants, customers, staff, partners, and other stakeholders to implement financial education initiatives.

• Assist supervisor in identifying strategies by which various agency departments utilize and benefit from financial education programming for customers, staff, and external stakeholders.
• Conduct financial education research and special projects to support the agency’s overall mission.
• Assist with curriculum development and updates including PowerPoint slides, participant guides, slide handouts, etc.
• Deliver financial education programming and training utilizing appropriate facilitation skills, adult education principles, and technology.
• Maintain system of data and impact measures for delivered financial education programming.
• Prepare bi-weekly activity reports and other duties as assigned

A minimum of Accredited Financial Counselor (AFC®); must pass the AFC exam within six months of hire and attain designation within 15 months of hire.  CFP®, CHFC® or CFed® preferred. 

Qualifications

Accredited Financial Counselor (R) - Association of Financial Counseling and Planning Education, Bachelor of Arts, Communication Skills, Dependability, Job Knowledge, Planning and Organization, Relevant professional experience (2-5 years), Spanish, Work Habits/Time Management

Experience

Relevant professional experience (2-5 years)

EEO Statement

As an employer, PHFA is committed to having a workforce that is diverse and reflects the residents that it serves. We strive to maintain a workplace where all employees and applicants for employment receive equal opportunities in all aspects of employment. There are numerous policies in place at PHFA to help us honor this commitment.

The Pennsylvania Housing Finance Agency is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, disability, family status, gender, national origin, political affiliation, race or religion.

Diversity Statement

PHFA values, honors and commits to the equitable treatment and elimination of discrimination in all forms. We are committed to the diversity of all staff, and in all programs and services offered.