Financial Case Manager

Position Summary

The Financial Case Manager will provide comprehensive financial case management services to individuals and families in need. This role will involve evaluating financial needs, developing and implementing financial plans, and providing ongoing support and guidance to clients. You will work closely with clients to assess their financial situation, provide education on budgeting and financial management to help them access resources and services to improve their financial stability.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

• Conduct financial assessments and evaluations to determine clients' financial needs and goals
• Develop and implement individualized financial plans based on clients' unique circumstances
• Provide one-on-one financial coaching and education to clients, including budgeting, debt management, and savings...