Financial Coach
POSITION OVERVIEW: Join our team as a Financial Wellbeing Coach, supporting a mission-driven organization dedicated to fostering financial empowerment and prosperity for individuals and communities. In this role, you will help shape a future in which financial security, capability, and knowledge are accessible to all. Coaches play a pivotal role in advancing financial dignity by delivering financial literacy workshops, providing personalized coaching, and connecting clients to critical community resources. Financial literacy is viewed as a defining equity issue of this generation, and this position offers the opportunity to contribute meaningfully to that movement. KEY RESPONSIBILITIES: Financial Coaching • Recruit clients, build trust, and guide them toward achieving key performance objectives. • Deliver one-on-one coaching sessions in person, via video conference, or by phone. • Develop tailored action plans based on each client’s financial situation and goals. • Educate clients on budgeting, debt management, savings strategies, and related topics. Workshop Facilitation • Build and maintain relationships with local strategic partners across nonprofit and for-profit sectors. • Deliver community-based group workshops and seminars on financial literacy topics. • Collaborate with banking partners to support shared client relationships. • Conduct virtual and in-person workshops as needed. Client Relationship Management • Establish and maintain strong, trust-based client relationships. • Encourage client enrollment and engagement through the organization’s client portal. • Coach clients through Zoom, phone, and in-person appointments. • Track client progress using the CRM platform. Resource Referral and Community Engagement • Connect clients to relevant resources, services, and financial products aligned with their goals. • Participate in community events and networking opportunities. • Stay informed about financial assistance programs, grants, and other beneficial community resources. Documentation and Reporting • Maintain accurate and complete documentation of client interactions, outcomes, and impact. • Ensure timely and accurate data entry into the CRM system. QUALIFICATIONS • Strategic thinker with the ability to translate objectives into actionable plans. • Strong analytical capability and awareness of industry and governance trends. • Experienced financial coach with exceptional interpersonal skills and the ability to quickly build rapport. • Proven ability to meet monthly, quarterly, and annual performance targets. • Skilled multitasker able to manage multiple projects and partner relationships. • Effective liaison with community partners and stakeholders. • Strong knowledge of personal finance, budgeting, debt management, and savings methodologies. • Excellent communication and relationship-management skills. • Strong time management and ability to meet deadlines. • Empathetic, patient, and comfortable supporting individuals from diverse backgrounds. REQUIRED SKILLS AND EDUCATION • Bachelor’s degree preferred, though at least 2+ years of relevant experience in the financial industry will be considered. • Proficiency in Word, Excel, and PowerPoint. • Confident presenter able to lead workshops of varying sizes. • High-energy professional with integrity, resilience, cultural competency, and respect for diverse populations. • Strong verbal and written communication skills for presentations and client interactions. • Self-starter able to operate with limited supervision. • Professional demeanor and attire required. • Personal transportation required for travel within the assigned market. PREFERRED SKILLS • Experience using CRM platforms. • Knowledge of credit report analysis. • Experience developing and maintaining personal or household budgets.