Financial Counselor (part-time, flexible work schedule)

Company Description

This is your opportunity to get in on the ground floor of a fast-growing FinTech/HealthTech startup backed by Techstars, The Fintech Fund, Sidecut Ventures, and other early-stage venture investors.

MoneyStack (Techstars ‘23) helps people recover from the financial devastation caused by gambling addiction. We partner with state government payers to provide our financial counseling software and services to behavioral health clinics, group practices, and other mental health counseling organizations. Working closely with treatment providers, our financial counselors assist clients in developing financial plans to overcome financial challenges (e.g., gambling debt), protect families, and support long-term recovery.

We also run GamFin, an online financial education and support community for professionals working in the field of Gambling Addiction treatment.

Job Summary

As a Financial Counselor on our team you will play a key role in delivering financial counseling to clients experiencing acute financial distress caused by problem gambling. The National Council on Problem Gambling estimates 9 million American adults suffer from gambling addiction. You will partner with mental health professionals to help clients gain clarity about their financial situation and develop a financial recovery plan that restores hope. To learn more, visit https://www.gamfin.org/

Key Responsibilities

Financial Counseling

• Provide one-on-one financial counseling to clients affected by gambling addiction, helping them create actionable financial recovery plans.
• Assess each client’s financial situation, provide advice on managing debt, budgeting, and long-term financial planning.
• Collaborate with behavioral health treatment providers to ensure clients' financial plans align with their recovery goals.
• Keep detailed records of client sessions, ensuring compliance with both company policies and state regulations.
  
  

Other Responsibilities

• External speaking engagements: You may be invited to represent the company at industry conferences, webinars, and other events to promote financial literacy and awareness of problem gambling.
• Financial education content development: There may be opportunities to create resources and educational materials for GamFin, helping professionals and clients understand complex financial topics related to gambling addiction and recovery.
• Client meetings: Occasionally attend meetings with state government administrators and other key stakeholders.
  
  

Qualifications

Your Experience

• Must have earned AFC accreditation, CFP certification, or equivalent financial counseling and/or planning designation with at least 1000 experience hours to obtain the designation.
• At least 3 years of professional work experience.
• Experience working with office productivity tools (e.g. Google Workspace, Zoom, Slack).
• Have worked both independently and as part of a remote team in a fast-paced, dynamic environment.
  
  

Your Skills And Abilities

• Excellent English communication skills, both written and verbal.
• Strong analytical skills and a data-driven approach to problem-solving.
• High attention to detail.
• A strong sense of empathy for clients.
• A positive attitude.
  
  

Other Job Requirements

• Ability to travel occasionally (a few days each quarter) for company-wide meetings and in-person events in the U.S.
• Outside employment is allowed as long as it would not create a conflict of interest in relation to the financial counseling and education work that we do at MoneyStack (e.g. university faculty member, individual professional practice, etc).
• No sales. This is a fee-for-service role, where financial counselors act in the best interest of clients and do not promote 3rd party products and services or earn commissions.
  
  

MoneyStack is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Company Description

This is your opportunity to get in on the ground floor of a fast-growing FinTech/HealthTech startup backed by Techstars, The Fintech Fund, Sidecut Ventures, and other early-stage venture investors.

MoneyStack (Techstars ‘23) helps people recover from the financial devastation caused by gambling addiction. We partner with state government payers to provide our financial counseling software and services to behavioral health clinics, group practices, and other mental health counseling organizations. Working closely with treatment providers, our financial counselors assist clients in developing financial plans to overcome financial challenges (e.g., gambling debt), protect families, and support long-term recovery.

We also run GamFin, an online financial education and support community for professionals working in the field of Gambling Addiction treatment.

Job Summary

As a Financial Counselor on our team you will play a key role in delivering financial counseling to clients experiencing acute financial distress caused by problem gambling. The National Council on Problem Gambling estimates 9 million American adults suffer from gambling addiction. You will partner with mental health professionals to help clients gain clarity about their financial situation and develop a financial recovery plan that restores hope. To learn more, visit https://www.gamfin.org/

Key Responsibilities

Financial Counseling

• Provide one-on-one financial counseling to clients affected by gambling addiction, helping them create actionable financial recovery plans.
• Assess each client’s financial situation, provide advice on managing debt, budgeting, and long-term financial planning.
• Collaborate with behavioral health treatment providers to ensure clients' financial plans align with their recovery goals.
• Keep detailed records of client sessions, ensuring compliance with both company policies and state regulations.
  
  

Other Responsibilities

• External speaking engagements: You may be invited to represent the company at industry conferences, webinars, and other events to promote financial literacy and awareness of problem gambling.
• Financial education content development: There may be opportunities to create resources and educational materials for GamFin, helping professionals and clients understand complex financial topics related to gambling addiction and recovery.
• Client meetings: Occasionally attend meetings with state government administrators and other key stakeholders.
  
  

Qualifications

Your Experience

• Must have earned AFC® accreditation, CFP® certification, or equivalent financial counseling and/or planning designation with at least 1000 experience hours to obtain the designation.
• At least 3 years of professional work experience.
• Experience working with office productivity tools (e.g. Google Workspace, Zoom, Slack).
• Have worked both independently and as part of a remote team in a fast-paced, dynamic environment.
  
  

Your Skills And Abilities

• Excellent English communication skills, both written and verbal.
• Strong analytical skills and a data-driven approach to problem-solving.
• High attention to detail.
• A strong sense of empathy for clients.
• A positive attitude.
  
  

Other Job Requirements

• Ability to travel occasionally (a few days each quarter) for company-wide meetings and in-person events in the U.S.
• Outside employment is allowed as long as it would not create a conflict of interest in relation to the financial counseling and education work that we do at MoneyStack (e.g. university faculty member, individual professional practice, etc).
• No sales. This is a fee-for-service role, where financial counselors act in the best interest of clients and do not promote 3rd party products and services or earn commissions.
  
  

MoneyStack is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.