Financial Advisor (Coach) – Rubicon Programs – Concord, CA

RESPONSIBILITIES
Financial Coaching including marketing the value of financial fluency to clients, financial plan development, workshop facilitation, one-on-one coaching to help clients achieve personal financial goals, coordinating the provision of financial services to clients and coordinating the VITA tax preparation services
Benefit Screening Services including assessing and screening clients for public benefit eligibility, and assisting clients to apply for and secure public benefits
Client and Partner Outreach including developing relationships with local financial institutions and community organizations, and connecting prospective clients with Rubicon services and/or referral to outside resources when appropriate

COMPETENCIES
Strong relationship-building and interpersonal flexibility, solid organizational skills, problem solving abilities, excellent facilitation, coaching and communication skills
A robust understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building
Experience involving the successful provision of services to formerly incarcerated, homeless and/or low-income individuals
If you don’t currently possess our organizational core competencies of Trauma Informed Care, Motivational Interviewing, and Coaching, Rubicon provides necessary training
Cultural Responsiveness and an alignment with our values and commitment to equity and inclusion
This position requires occasional travel to appointments and other Rubicon meetings; if the employee opts to meet these travel requirements by driving, proof of a valid and current driver license, current auto insurance, and an acceptable Motor Vehicle Report are required.
Rubicon is proud to be an Equal Employment Opportunity/Affirmative Action Employer and values diversity of culture, thought, and lived experiences. We seek talented, qualified individuals regardless of race, color, religion, sex, pregnancy, marital status, age, national origin or ancestry, citizenship, conviction history, uniform service membership/veteran status, physical or mental disability, protected medical conditions, genetic characteristics, sexual orientation, gender identity, gender expression regardless of physical gender, or any other consideration made unlawful by federal, state, or local laws. Rubicon uses E-Verify to validate the eligibility of our new employees to work legally in the United States.

Click here to Apply Online

[yuzo_related]