Common Wealth Charlotte (CWC) is a non-profit organization based in Charlotte, NC, offering financial empowerment to economically-vulnerable families. The organization provides financial education and access to specially-designed banking products, including 0% interest loans, to create long-lasting financial change. CWC's trauma-informed financial education (TIFE) curriculum focuses on empowering clients in safe, transparent, and culturally relevant settings.
Role Description
This is a full-time hybrid role for a Financial Advisor at Common Wealth Charlotte. The Financial Advisor will be responsible for assisting economically-vulnerable families with basic personal finance counseling, including budgeting, financial goal-setting, spending analysis, credit counseling, debt settlement implementation and application for 0% interest loans. The role is primarily located in Charlotte, NC, with flexibility for remote work.
Qualifications
Strong Personal Finance
Knowledge of the Credit System
Experience in working with economically-vulnerable populations
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Bachelor's degree in Social Work, Public Policy, Psychology, Finance, Economics, or related field
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Financial Services
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