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United Way of Greater Nashville

Financial Counselor

United Way of Greater Nashville


Job Summary

Position Summary:  The Financial Counselor contributes to the efforts of United Way of Greater Nashville (UWGN) by providing high-quality, one-on-one financial counseling to individuals engaged in Tennessee Alliance for Economic Mobility (TAEM) services and by supporting Alliance Benefit Specialists. This position is responsible for advising clients on how to experience financial freedom, empowerment, and security. Because TAEM is a broad, collective effort, the Financial Counselor will be involved in program delivery and leadership. This position helps families move closer to the UWGN Mission:  to create a community where individuals, families, and neighborhoods thrive.

Job Responsibilities

Essential FunctionsThe following are indicative of the essential functions required to perform this job successfully.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  This profile is not intended to be all inclusive of tasks and responsibilities required; it provides a description of the critical responsibilities associated with this position.


Tennessee Alliance for Economic Mobility

  • Serves as Financial Empowerment Lead for TAEM
  • Leads development of TAEM written policies/manuals related to financial counseling in partnership with FEC leadership and other relevant stakeholders
  • Trains and provides technical assistance to Benefit Specialists on basic financial counseling, including budgets or spending plans, reading financial documents, implications of credit reports, etc. with fidelity
  • Shares best practices with the Benefit Specialists related to creating individual, customized

budgets to help families increase financial resources and assets, in addition to expanding savings, improving credit, managing debt, and increasing net resources

  • Communicate regularly with Lead Employment and Benefit Specialist (Workforce Essentials) and Capacity Building Senior Manager (MOBC)
  • Participate actively in broader TAEM through regular meetings, Specialty Working Groups and as otherwise required
  • Receive referrals for counseling as TAEM families begin to address more complex goals


Financial Counseling

  • Conducts one-on-one financial counseling sessions to empower individuals to manage their income and experience financial independence
  • Documents and follows up with counseling sessions to track individual progress in order to help the individual meet his/her financial goal as well as demonstrate FEC program success to increase funds sponsoring the program
  • Builds rapport with clients to cultivate trust and engagement in counseling sessions
  • Assists client in communicating with third parties including collection agencies, lawyers, and lenders in collaboration with clients to verify or resolve billing or collection errors, disputes, and negotiations



  • Education:
    • Bachelor’s Degree in social work, business, finance, or related field; OR 2 years relevant experience
  • Experience:
    • Preferred: Financial counseling
    • Professional experience in one or more of the following: nonprofit, banking, social work, home ownership education, credit counseling
  • Knowledge:
    • Working with diverse populations
    • Personal budget calculations and management
    • Trauma-informed care, family-centered coaching, conscious discipline, and ACES beneficial
    • Ethics and confidentiality standards
  • Skills:
    • Mid-level math
    • Relating to people of varied economic, racial, ethnic & religious backgrounds
    • Building and maintaining positive relationships
    • Navigating community resources
    • Working on a team
    • Light management
    • Ability to multi-task
    • Written, oral, and technological communication
    • Proficiency with Microsoft Office products, especially Outlook, Word, and Excel
  • Miscellaneous:
  • A valid Driver’s License & proof of insurance


Environmental Conditions and Physical Demands:

  • Full-time employees may work up to 2 days per week remotely.
  • Requires the employee to work with partners in seven counties in the Nashville area. This requires the employee to be able to travel an average of 200 miles/month beyond their commute.
  • Is required to work two evenings weekly and occasional Saturdays according to schedule set by manager and the needs of the community.
  • Employee spends a lot of time seated, working at a desk in front of a computer monitor. 
  • Employee will be required to stand for long periods of time during outreach and trainings.
  • Employee must occasionally lift and/or move up to 20 pounds.  The employee is required to stand, walk, climb, and balance.
  • Manual dexterity sufficient to reach/handle items and work with the fingers and perform repetitive hand/wrist motions. 
  • Well-lighted, heated, and/or air-conditioned indoor office setting with adequate ventilation.

Additional Information


United Way of Greater Nashville has competitive salaries and benefits.

How to Apply

Please apply at

United Way of Greater Nashville is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.


  • Date Posted: September 30, 2022
  • Type: Full-Time
  • Job Function: Accounting / Financial Management
  • Service Area: Other
  • Start Date: 10/24/2022
  • Working Hours: M - F, ; 8:00-4:30