Financial Wellness Coach (CW)
The coach will work with participants to complete a very detailed financial assessment by documenting a budget and determine strategies for budget improvements; assessing their credit report/score and providing strategies for credit building; and documenting their balance sheet and providing strategies for improving net worth; determining their readiness for asset building programs and other tools and resources.
|
PRINCIPLE RESPONSIBILITIES: (not all-inclusive) 1. Promote successful financial growth of participants through regular contact to monitor and encourage progress and provide coaching on any issues or needs that arise. 2. Work with participants to complete a very detailed financial assessment by: documenting a budget and determine strategies for budget improvements; assessing their credit report/score and providing strategies for credit building; and documenting their balance sheet and providing strategies for improving net worth; determining their readiness for asset building programs and other tools and resources. 3. Tracking all participant data in Salesforce, Change Machine and other databases. 4. Assist the Director of Financial Wellness in developing, maintaining, and delivering financial workshops.
JOB SPECIFICATIONS • Financial Coaching Certifications and/or training • Demonstrated strong experience with and understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building. • Previous work experience with low-income individuals and those living below the poverty guidelines, and the ability to provide financial counseling/coaching services in a culturally sensitive manner • At least 1 year of management experience • 2-5 years’ experience in coaching and/or financial services, program development, educational counseling or career pathways, and/or job coaching. • Demonstrated experience in managing projects and coordinating the activities of multiple team members to complete a project. • Ability to work a flexible schedule (evenings and weekends may be required) Must have a valid driver's license.
We are seeking an individual who would have the skills and ability to incorporate these ideas and allow us to expand our reach, building relationships with and improving Members’ lives, enhancing their employability, and making a meaningful impact as we eliminate poverty within the community. |
Qualifications
JOB SPECIFICATIONS
• Financial Coaching Certifications and/or training
•2-5 years’ experience in coaching and/or financial services, program development, educational counseling or career pathways, and/or job coaching.
FWC – JD 01012023
FINANCIAL WELLNESS COACH
• 2-5 years’ experience in coaching and/or financial services, program development, educational counseling or career pathways, and/or job coaching.
• Demonstrated experience in managing projects and coordinating the activities of multiple team members to complete a project.
• Demonstrates strong experience with and understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building.
• Previous work experience with low-income individuals and those living below the poverty guidelines, and the ability to provide financial counseling/coaching services in a culturally sensitive manner.
• Possess the ability to recognize their own vulnerability and the potential for re-traumatization, burnout, secondary or vicarious trauma, and compassion fatigue.
• Ability to work a flexible schedule (evenings and weekends may be required.)
MINIMUM REQUIREMENTS
• Bachelor's degree required. Work experience and/or post-secondary education/training demonstrating an ability to perform the duties as described.
• Experience working with the behaviors of at-risk populations.
• Strong internet and computer software skills; Outlook, Salesforce, Word, Excel, etc.
• Maintain daily files/records, logs and tracking to ensure current and organized activity
• Coordinates a variety of projects simultaneously.
• Ability to research and implement customer feedback and tracking techniques
Thank you to our sponsors and partners
.png)
