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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 Metropolitan Nashville (UWMN) by providing high-quality, one-on-one financial counseling to individuals in the community through the Financial Empowerment Center (FEC). This position is responsible for giving clients the tools to experience financial freedom, empowerment, and security.

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.

FEC Counselor Tasks

  • Conducts one-on-one financial counseling sessions to empower individuals to manage income and expenses, navigate a complex system and achieve their financial goals
  • Documents and follows up with counseling sessions to track and further individual client progress as well as demonstrate FEC program success through compelling, complete data
  • Builds rapport with clients to cultivate trust and engagement in counseling sessions
  • Researches financial products and services that affect clients; utilizes and contributes to team’s experience and knowledge base for the benefit of all clients and counselors
  • Communicates with third parties including collection agencies, lawyers, and lenders on behalf of clients to verify or resolve billing or collection errors, disputes, and negotiations and teach the client this skill for future use
  • Builds peer relationships within FEC network and general community to ensure strong, reciprocal referrals, as many clients have needs that fall outside of FEC scope
  • Conducts outreach to a broad range of stakeholders, including: potential clients, network partners, workplace campaigns and community members to sustain and grow the FEC, as needed
  • Trains with senior members of staff on both financial content and internal processes prior to seeing clients and works with assigned mentor over the course of their first year to ensure a solid foundation for counseling practice and program integrity
  • Achieves certification through Cities for Financial Counseling curriculum and exams
  • Participates in ongoing professional development, including Advanced VITA certification



  • Education:
    • Bachelor’s Degree in social work, business, finance, or related field; or 3 years relevant experience
  • Experience:
    • Preferred: Financial counseling
    • Professional experience including one or more of the following: banking, social work, financial services, home ownership education, credit counseling, coaching/counseling
  • Knowledge:
    • Budget creation and management
    • Working with diverse populations
    • Financial services and management
    • Credit Bureau Reporting System
  • Skills:
    • Negotiation
    • Research
    • Ability to multi-task
    • Navigating community resources
    • Written, oral, and technological communication
    • Ability to relate to people of varied economic, racial, ethnic & religious backgrounds
    • Proficiency with Microsoft Office products, especially Outlook, Word, and Excel
  • Miscellaneous:
  • Preferred: A valid Driver’s License & proof of insurance


  • Mission Driven: Focuses on needs and aspirations of the community
  • Effective Communication: Ability to collaborate and effectively communicate through oral, written and technological means; active listening, collaborating and expressing oneself clearly, to ensure those that need specific information acquire it
  • Relationship Management:  Builds relationships internally and externally; demonstrates credibility in all interactions; builds rapport to cultivate trust, and demonstrates the ability to effectively build a network of contacts
  • Outcome Motivated: Creates and maintains high performance standards that capitalize on opportunities to build support for the community by developing relationships that drive results
  • Problem Solving/Critical Thinking: Differentiates between when supervisory input is needed and when it is not; identifies opportunities and develops plans to execute; identifies problems, gathers facts and appropriate resources to resolve issues
  • Initiative and Creativity: Plans work and carries out tasks without detailed instructions; makes constructive suggestions; prepares for problems in advance; undertakes additional responsibilities; responds to situations as they arise with minimal supervision
  • Stress Tolerance: Ability to manage stress levels while under strict deadlines by preparing for problems and opportunities in advance; effectively handles client interactions to ensure successful sessions; ability to remain flexible.
  • Team Player: Works cooperatively and collaboratively with others to achieve collective goals; shows commitment to the team’s purpose and goals by providing critical information that helps drive success; works effectively with different personalities across a variety of social and professional situations
  • Time Management: Manages own time, priorities, and resources to achieve goals; prioritizes tasks by importance and deadline; adjusts priorities as situations change; easily transitions between tasks and picks up where left off when interrupted; uses sound methods to plan and track work, appointments, and commitments.
  • Mental Resilience: Ability to properly adapt to stress and adversity; demonstrates mental resilience by determining strategies to tackle tough situations, adjust strategies throughout the process, collaborate with team members to ensure best practices are being followed, and remain engaged and connected with the situation when under pressure.

Environmental Conditions and Physical Demands:

  • Is required to work nights and some 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.
  • Requires the employee to work externally in the community.  This may require traveling to various locations throughout the day for counseling or outreach based on schedule.
  • 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 offers competitive salaries and benefits.

UWGN also operates with Summer Hours.  This is every other Friday you will have off beginning after Memorial Day until Labor Day.


How to Apply

Please apply at https://www.unitedwaygreaternashville.org/careers/

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: January 27, 2023
  • Type: Full-Time
  • Job Function: Other
  • Service Area: Other
  • Start Date: 02/27/2023
  • Working Hours: M - F, ; 8:00-4:30