About this role
JOB TITLE
Financial Planning Consultant(Stipend)
Program: Resilience Factor Program
APPROVED BY
BCBOE DATE
10/15/2026
QUALIFICATIONS/REQUIREMENTS
Must have no convictions of a felony or past criminal history, be in good health as evidenced by completion of a physical examination as prescribed by the Board. Must be of good character and moral behavior; proper state teaching certificate for the grade levels to which the teacher is assigned.
Position Summary
The Financial Planning Consultant will provide financial education and planning support to families participating in the Resilience Factor Program. The consultant will help families develop practical budgeting skills, establish financial goals, improve financial stability, and build strategies for long-term self-sufficiency.
Essential Duties and Responsibilities
- Guide household budgeting, income and expenses, savings, and financial goal setting.
- Assist families in developing realistic budgets and strategies for managing unexpected expenses.
- Conduct a winter session focused on family budgeting and financial stability.
- Conduct a spring session focused on developing individualized family financial portfolios, including financial goals, savings strategies, and important financial documents.
- Provide practical tools and resources families can continue to use beyond program participation.
- Coordinate with program personnel and maintain appropriate documentation and confidentiality.
Qualifications
Experience or training in financial planning, personal finance, budgeting, or a related field. Strong communication and interpersonal skills and the ability to provide practical financial guidance to families are required.
Expected Deliverables
Two financial-planning sessions annually, supporting materials, and individualized financial-planning resources for participating families.
Funding
The stipend will be funded through the Resilience Factor Program grant, contingent upon funding availability and compliance with applicable grant requirements.
TERMS OF EMPLOYMENT
- Work year is comprised of the number of days as designated by board policy.
- Salary commensurate with adopted certified personnel salary schedule.
- Sick leave and personal leave provided as stated in board policy.
EVALUATION
Performance of this job will be evaluated in accordance with provisions of the Board's policy on Evaluation of Certified Personnel.
The information contained in this job description is for compliance with the Americans with Disabilities Act (A.D.A.) and is not an exhaustive list of the duties performed for this position.
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