The Financial Coach provides direct services to low- to moderate-income individuals who are enrolled as Financial Opportunity Center participants. Financial counseling and coaching involve an ability to engage and motivate clients, a strong understanding of personal finances, and the ability to teach that knowledge to others. The financial coach is responsible for assisting clients in developing plans of action that are intended to help the client reach their goals and achieve financial stability. The financial coach is expected to focus services in a one on one counseling format. However, the coach also conducts classes and workshops on topics such as budgeting, credit building, and banking products.
- Assist clients in resolving current financial situations, while providing a wide lens on their financial health to shift the approach to proactive financial management
- Work with clients to complete a very detailed financial assessment
- Develop workshop materials or tailor existing materials to meet the needs of the community
- Develop and facilitate Workshop topics that are relevant to the community, and may include topics such as: budgeting, savings, banking products, credit building, identity theft, and more.
- Use Family Financial Tracker on Salesforce (FFT), a client management system, to document and reflect the outcomes of clients accurately and in a timely manner
- Complete Combined Financial Assessment (CFA) for financial counseling clients
- Work with mainstream financial institutions to understand the needs of the community so they can provide products and services that fit
- Create a network of referral organizations to help you assist the client meet his goals (e.g. local housing counseling agency, legal aid, etc.)
- Maintain an active role within the LISC FOC local, regional, and national network for knowledge sharing and the implementation of best practices and tools.
Keyword: Financial Coach, Financial literacy, Credit Counseling, Financial Assessment,
Required Experience:
- Bachelor Degree from a four year accredited institution
- Experience working in an urban community
- 1-2 work experience in the financial sector (banking, lending, insurance, investment) is a plus.
- Strong verbal and written communication skills
- Knowledge of federal and state financial aid policies
- Proficient in Microsoft Office Suite and Google Workspace
- Bilingual/Spanish a plus but not required
From: New Community Corporation