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Money Management Volunteer Job Description

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Money management volunteers lend their expertise to both individuals and groups.

Money management volunteers, also known as personal financial advisors, provide their expertise without monetary compensation. They teach financial literacy to a variety of individuals, families, schools, religious and community organizations.

  1. Job Requirements

    • Formal education and certification are essential.
      Formal education and certification are essential.

      Aspiring money management volunteers need a bachelor's degree with a concentration in either accounting, economics or financial management. A master's degree and the certified financial planner designation (CFP) are beneficial. Fluency in Spanish is also an asset.

    Duties

    • Money management volunteers address many financial topics.
      Money management volunteers address many financial topics.

      Money management volunteers teach how to create monthly budgets, balance checkbooks, select credit cards, invest in mutual funds, stocks and bonds. They explain financial management concepts for personal and business needs.

    Key Traits

    • Money management volunteers must possess critical-thinking skills.
      Money management volunteers must possess critical-thinking skills.

      Successful money management volunteers have solid listening, speaking and time management skills. They must have critical-thinking ability and sound judgment to determine proper financial plans for diverse groups of people. Money management volunteers must be able to explain complicated financial topics in easy-to-understand terms.

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  • Photo Credit photo checkbox finance 1 image by Aleksandar Radovanovic from Fotolia.com financial section image by Chad McDermott from Fotolia.com finances image by Paul Laroque from Fotolia.com Making a financial plan image by Allen Stoner from Fotolia.com

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