Job Category: Volunteer
Job Location: Remote
Experience Hour Opportunity: Pre-Approved Experience Hour Opportunity

How can candidates apply?

Position Description

No Fear Finances Empowerment Center’s mission is to empower minority & women-owned businesses and to close inequitable wealth gaps by providing affordable & holistic financial services.


• Offer Financial Guidance and Counseling: Provide one-on-one advice to individuals aiming to enhance their financial health.

• Conduct Financial Assessments: Evaluate clients' financial situations and develop tailored strategies to achieve their specific goals.

• Weekly or Bi-weekly Check-ins: Schedule and conduct meetings with clients to review progress and adjust plans as necessary.

• Action Item Development: Work with clients to identify practical steps they can take between sessions to move closer to their financial goals.

• Document Progress: Keep detailed records of client interactions, noting progress towards jointly set objectives.

Time Commitment/Availability

• Variable, depending on project needs.

• Expectation: 5 to 10 hours per month.

• Both in-person (Birmingham) and remote opportunities.

• Commitments are aligned with goals set jointly with clients.

Required Qualifications

• Background in finance, accounting, candidates seeking AFC license or a related field.

• Strong interpersonal and communication skills.

• Empathy and a genuine desire to help others improve their financial well-being.

• Ability to work collaboratively

• Commitment to maintaining confidentiality and professionalism.

Strong preference is given to:

• Those already in the financial management or related fields

• Holds or enrolled in financial certification program: Accredited Financial Counselor® (AFC), Certified Financial Planner® (CFP)

• Completed Series 65 or similar designation

• Have experience in serving minority and women entrepreneurs.

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