The Financial Coach is responsible for providing financial literacy and financial coaching services to program participants, in both group and one-on-one settings; This includes ensuring quality service in the offering and deliverance of financially focused and asset building products and services to assist the participant in reaching their identified goals. This position supports, promotes and furthers our goal of providing the highest standards of culturally relevant and sensitive professional service consistent with our mission.
Duties and Responsibilities:
• Delivers financial coaching in person, by zoom, doxy.me, phone and/or by email as determined appropriate for each participant and for each participant’s stage in the program
• Conducts workshops and information sessions to secure client interest and participation
• Assists in coordinating weekly orientation sessions for incoming program participants
• Works as a member of the cross-functional career/financial team providing services to individuals or families served by the WFS coaching initiative, sharing information, participating in meetings, and helping to track and report progress and outcomes
• Facilitates cohort groups of participants
• Plans, markets, leads classes, trainings, workshops and represents Financial Empowerment Services at events and partner locations
• Maintains close connections to community financial colleagues and collaborates to ensure that participant needs are met
• Maintains complete, accurate and timely records of program activities and contact with participants
• Analyzes the data, processes and results and improves the process as necessary
• Presents and participates in community meetings and collaborative groups
• Works closely with Career Coaches to ensure financial and employment opportunities
• Conducts workshops and information sessions and secures other professionals in the community to support the financial services offered
• Reaches out to community organizations to recruit program participants
• Completes and submits program reporting as required
• Maintains service and participant data using ETO software
• Connects clients to necessary additional resources and services at Jewish Family Service and in the community
• Conducts outreach in the community, including speaking on behalf of the agency
• Follows up with Financial Coaching clients and tracks retention for 1 year
• Completes other duties and projects as assigned.
• Accreditation with the Association of Financial Coaching, Planning and Evaluation, or willingness to attain accreditation within the first 12 months of employment;
• Direct client service experience and a passion to help others help themselves;
• Excellent communication skills, including active and intuitive listening;
• A Bachelor’s degree in Finance, Economics, or Social Work preferred.
Preferred skills include:
• Bilingual, English and Spanish
• Experience in a Financial Coaching Model; and/or the Working Families Success Model
• Familiarity with SMART goal setting, budgeting, banking services, credit and debt management, asset building, and taxes
• Well-organized and self-directed
• Experience in working with individuals living in poverty, low-income households and diverse backgrounds.