Recruiting Firm, Riderflex has been hired by our client, Xiente , to find their Economic Mobility Counselor! Job Title: Economic Mobility Counselor Reports to: Director of Economic Mobility
Department: Economic Mobility Number of Direct Reports: 0
Status: Full-time, Onsite Pay Range: $60,000 annually
FLSA Status: To be confirmed Location: 174 Diamond Street, Philadelphia, PA 19122
Number of Openings: 2 Schedule: Mon-Fri, 9:00 am to 5:00 pm, plus some evenings and occasional Saturdays
COMPANY OVERVIEW
Xiente (formerly Norris Square Community Alliance) was founded in 1982 by a group of Puerto Rican women in North Philadelphia who saw a need and took action. From the beginning, we believed that the people most impacted by poverty should be the ones shaping the solutions. That principle still guides us today. In 2023, our evolution into Xiente marked a renewed commitment to economic mobility, systems change, and intergenerational prosperity. We are still rooted in the same neighborhood. We are still powered by the same community.
Our mission is to transform communities by empowering individuals to achieve social mobility. Xiente programs maximize personal capital - education, financial literacy, real estate, business opportunity - to create a path of economic mobility for individuals and their families.
Does this sound like what you have been looking for?
POSITION SUMMARY
This is a financial coaching role, not a referral or intake role.
Our Economic Mobility Counselors walk alongside about 60 families, many of them over the course of years. Most of our families come to us already connected to Xiente through our Early Head Start and Head Start centers or through our housing counseling program. You will sit down with a parent, look at what their money actually looks like today, and build a plan with them: income, savings, credit, debt, education, housing and career. Then you stay with them while they work it, adjusting as life changes.
You carry each family through the entire process, from the first interaction to the last. After orientation and training, you manage your own calendar and your own caseload. The team meets three times a week to talk through cases and share resources.
If you have spent your career doing intake, assessment and referral, this is a different kind of work. We are looking for someone who wants the long relationship.
ESSENTIAL FUNCTIONS Build a financial picture with each family, including income, expenses, debt, credit and savings, and set goals together.
Provide ongoing one-on-one financial coaching, including budgeting, credit building and repair, savings plans, and planning for education, housing and career goals.
Create personalized action plans with families and revisit them over time as circumstances change.
Stay with each family through the full relationship, tracking progress and adjusting the plan rather than handing the case off.
Connect families with community resources, job training programs and educational opportunities that support the plan.
Facilitate workshops and group sessions on financial literacy, budgeting and career development, including some evenings and occasional Saturdays.
Independently research and identify resources for families when an existing referral is not available, and share what you find with the team.
Connect families with social networks that help them advance their economic mobility goals.
Maintain accurate records of client interactions and progress in compliance with organizational policies.
Meet the enrollment goals and metrics pertaining to economic mobility initiatives and programs.
Collaborate with community organizations and stakeholders to enhance service delivery.
Complete any other duties as assigned by the supervisor.
QUALIFICATIONS
A. Education Bachelor's degree in social work, counseling, finance, human services or a related field.
B. Experience Hands-on financial coaching experience. You have personally sat with clients and built a budget from scratch,…