Financial Coach - $29.00 hour / Not Remote

Financial Coach

We help job seekers and career changers prepare for and advance in careers with a focus on sustainable, high-growth, high-demand industries. Our committed and well-trained workforce professionals deliver comprehensive workforce solutions at integrated career centers, sector-focused centers and community, and partner sites.

Job Description

Helps members reduce expenses, access credit under better terms, increase savings, and build assets

Provides a range of financial services that are tailored to the needs of the individual members.

Conduct financial counseling sessions weekly to members of the program. Follow up for engagement and goal steps and completion.

Works directly with clients to provide high-quality financial coaching via individualized counseling

Provides ongoing support and continue to actively engage clients to promote financial health

Assesses clients' financial health through one-on-one coaching and then develop a tailored set of recommendations to help clients improve their financial position and pursue their goals

Exercises professional discretion to accurately assess each client's unique situation and effectively develop personalized plans of action

Provides concrete recommendations for debt reduction, credit improvement, money management, use of financial services, asset protection and the pursuit of short- and long-term goals

Maintain confidential records for each member and document in a timely manner in the customer database, submitting outcomes, engagement, and follow up. Showing all efforts to outcomes.

Provide financial literacy workshops for members and connect to additional external resources that will support members to reach financial savings, credit increase / establish goals

Support with EITC during tax prep season. Partner with local free vita tax prep services to help members save money.

Knowledge of Microsoft tools, Excel, PP, Word.

Other duties as assigned

Qualifications

Bachelor's degree

Two years of full-time work experience in personal finance, education, social services, community organizing or a related field

Specialized knowledge in financial empowerment services to low- and moderate-income individuals

Excellent communication and interpersonal skills; ideally coaching and facilitation skills in non-traditional settings

Ability to exercise knowledge-based professional judgement and discretion to adapt services as needed

Strong attention to detail with a willingness to learn new skills and techniques to promote quality, efficiency, and successful customer outcomes

All your information will be kept confidential according to EEO guidelines.

Equus Workforce Solutions is a leading provider of workforce development services in North America. With a dedicated and passionate team, Equus puts the industry's best practices to work by focusing on the development, design, and delivery of demand-driven workforce solutions.

When you join Equus, you can expect extensive learning opportunities and networking programs. But most of all you can expect to make a lasting impact on the lives of others.

At Equus we are strengthened by diversity. We are committed to providing a work environment in which everyone is included, treated fairly and with respect. Equus Workforce Solutions is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, age, pregnancy, sexual orientation, gender identity, ancestry, religion, national origin, veteran status, physical or mental disability, or reprisal or any other characteristic protected under state, federal, or local law.