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Financial Planner in Greenfield, MA at SNI Financial

Date Posted: 10/8/2020

Job Snapshot

  • Employee Type:
    Full-Time
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    10/8/2020
  • Job ID:
    365234

Job Description

Join a highly respected Non Profit in their search to add a Financial Planner to their growing team.

This position works with individuals interested in low income housing to help them increase their financial literacy, understand their first time home buying options, improve their credit, and in some cases avoid homelessness.

The role does not require any licensure, but previous work experience in the Financial Services industry is helpful. This employer is willing to provide training to interested individuals who would like to make a difference in their community.

If interested please apply to this listing or contact Michael Williams, Recruiting Manager at SNI Companies at mwilliams@snifinancial.com or by phone at 413-887-6400.


Duties and Responsibilities:

  • Meet with clients to discuss housing related issues including budgets, mortgages, rent payments, abatements, etc.
  • Review Income & Expenses including consumer credit scores, debt obligations, etc.
  • Gather data and enter into the organization's database for future use
  • Maintain awareness of regulations and changing government programs to assist low income housing
  • Perform outreach and follow ups on previous program participants to ensure success
  • Assist with other duties as assigned. Work in conjunction with Program Managers, Maintenance Technicians, Social Workers, and others in the organization


Preferred Qualifications:

  • Previous Work Experience in the Financial Services Industry (Preferred not Required)
  • Desire to work in a non-profit at a rewarding job