The position of the Career and Financial Navigator will provide integrated services that focus on employment placement, job retention, skill improvement, financial coaching and counseling, and access to income supports/public benefits.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Case Management/Technical Assistance (40%)

• Conduct workshops as a means of outreach and children in which classes may be part of a larger job readiness class offered by the CFAC, or maybe occasional workshops to the public.
• Develop workshop materials or tailor existing materials to meet the needs of the community which may include topics such as budgeting, savings, banking products, credit building, identity theft, and more.
• Develop relationships with local financial institutions and community organizations;
• Work with mainstream financial institutions to understand the needs of the community so they can provide products and services that fit;
• Create a network of referral organizations to help you assist the client meet their goals (e.g. local housing counseling agency, legal aid, etc.);
• Track the stories and successes of program participants;
• Use a client management system (CMS), to document and reflect the outcome of clients accurately and in a timely manner;
• Complete Combined Financial Assessment (CFA) for financial counseling clients; and
• Work with the entire CFAC team to ensure that any changes to the client’s CFA (new job, new benefit, change in credit score) are properly documented.

Financial Coaching (25%)

• Provide one-on-one financial navigation/counseling/coaching;
• Teach clients about the value of their services and engage the client in a long-term relationship;
• Assist clients in resolving current financial situations, while providing a wide lens on their financial health to shift the approach to proactive financial management;
• Work with clients to complete a very detailed financial assessment;
• Work with the client to document a budget and provide strategies for budget improvements;
• Access the client's credit report/score and provide strategies for credit building;
• Document the client’s balance sheet and provide strategies for increasing net worth;
• Develop plans of actions and provide tools, resources, and accountability to the client to help them meet their goals;
• Understand other services offered by the agency, such as employment services and income support counseling, and connect the clients to these other services; and
• The financial coach may conduct workshops as a means of outreach and job readiness workshops to the public.

Career Development (25%)

• Identify growing employment sectors and potential employers;
• Develop relationships with employers to understand their business and the job requirements of positions they seek to fill;
• Work with employers to identify specific skills they are seeking and develop a process for residents to acquire those skills;
• Maintain contact and dialogue with employers and respond to their concerns;
• Provide job and career coaching, follow up, and job retention services to CFAC participants;
• Interface with neighborhood service providers as needed, with an emphasis on developing relationships with organizations that provide job readiness and job training services of benefit to

CFAC participants;

• Advocate for hard-to-employ residents such as the disabled and ex-offenders;
• Assist with organizing job fairs for neighborhood residents where new job opportunities are presented;
• Analyze reasons why people are not hired or are fired and fine-tune the recruitment and preparation process, so people remain employed;
• Analyze the data, process, and results and improve the process as necessary; and
• Provide one-on-one job assistance with a hands-on approach such as resume writing, mock- interviewing, job search strategies, and networking techniques.

Income Support (10%)

• Provide one-on one-income supports counseling to program participants;
• Conduct a general benefits screening;
• Discuss all benefits for which the client is eligible with that client;
• Assist the clients through the application process, as needed;
• Understand other services offered by the agency, such as employment services and financial coaching, and connect the clients to these other services;
• Maintain contact with the client and monitor the status of their applications (e.g. lost, approval, denial, re-certifications, etc.);
• Use a client management system, to document and reflect the outcome of their clients accurately and in a timely manner;
• Update the Combined Financial Assessment (CFA) for their clients to reflect changes to their budget via income supports (e.g. food stamps) OR alert the financial coach to this change;
• Conduct workshops as a means of outreach and education;
• Develop workshop materials that are relevant to the community, and may include topics such as SNAP, Medicaid, TANF, and Social Security;
• Develop relationships with local government offices and community organizations;
• Cultivate a strong relationship with the local DHS (Dept of Human Services) office and advocate for the client as needed; and
• Create a network of referral organizations to help you assist the client in obtaining income support (e.g. local Goodwill voucher program, free dental-work programs, etc.).

Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job.

WORK ENVIRONMENT AND PHYSICAL DEMANDS

The physical demands/conditions described below are representative of those that must be met/tolerated by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Present proof of vaccination prior to starting work. Reasonable accommodations will be made upon request;
• Ability to work outside of the normal working hours such as early mornings, late evenings, and weekends;
• Ability to work in a fast-paced and highly collaborative entrepreneurial environment;
• Ability to travel to various locations locally throughout San Diego County;
• Attending conferences or training sessions within San Diego County;
• Sitting at a desk for sometimes long and continuous periods of time;
• Answering or making calls on the telephone for sometimes long and continuous periods of time;
• Using a keyboard to perform research, and to communicate through written means for sometimes long and continuous periods of time;
• Looking at a computer monitor for sometimes long and continuous periods of time;
• Occasionally standing, walking, reaching, and stooping;
• Lifting up to 30 lbs.; and
• Exposure to various noise levels.

QUALIFICATIONS

Incumbents must demonstrate the ability to follow policies and procedures as established in the
Company’s Employee Handbook. Incumbents will also contribute to a positive work environment by behaving and communicating in a manner such that they get along with all constituent groups, co-workers, and management.

In addition, the education, experience, and other skills listed below are representative of the knowledge, skills, and/or abilities required.

EDUCATION

• Bachelor’s degree in Business, Finance, or related field is preferred.

WORK EXPERIENCE

• Minimum one (1) year experience planning job fairs, hiring events, literacy workshops, and other coordination of events is required; and
• Experience in organizing successful events involving multiple constituencies.

KEY SKILLS SET

• Must exhibit a high level of confidentiality;
• Excellent written and oral communication skills;
• Excellent interpersonal and listening skills;
• Passionate for building community resilience and a proactive, solutions-oriented approach towards deepening ecological and economic challenges;
• Strong organizational, time-management, and problem-solving skills and ability to meet tight deadlines;
• Superior attention to detail and follow-through skills;
• Ability to model patience, respect, and consistency;
• Ability to work independently and in a team environment;
• Strategic and analytical thinker about social, economic, cultural, and political issues affecting a community; and
• Team player.

EQUIPMENT AND APPLICATIONS

• High proficiency in MS Office, including Word, Excel, Outlook, and PowerPoint;
• Proficiency in data platforms and SalesForce; and
• Working knowledge of all standard office equipment.

Job Type: Full-time

Pay: From $22.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

COVID-19 considerations:
All employees are required to be fully vaccinated.

Ability to commute/relocate:

• San Diego, CA 92102: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Associate (Preferred)

Experience:

• Job coaching and or resume building: 1 year (Preferred)
• Job Coaching or Financial Literacy: 1 year (Preferred)

Work Location: In person

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