Financial and Career Coach

Job Description

Job Description

Benefits :

401(k)

Dental insurance

Health insurance

Paid time off

Parental leave

Training & development

Vision insurance

SUMMARY

The Financial and Career Coach delivers financial and career coaching to program participants, in a oneon-one setting, with a focus on individuals currently benefiting from other Center for Transforming Lives (CTL) programs. Collaborating closely with participants, the Financial and Career Coach supports participants financial goals (increasing income, increasing savings, decreasing debt, and improving credit), offering encouragement, accountability, and maintaining continuous contact for outcomes tracking. Additionally, the Financial and Career Coach establishes and nurtures relationships with community partners. The role also includes responsibility for either recruiting, training, and supervising volunteers to provide trauma-informed financial and career coaching or hosting financial literacy workshops.

RESPONSIBILITIES

Manages a caseload of 35-50 Financial and Career Coaching participants, delivering trauma-informed and strengths-based coaching, guiding goal setting for each individual through in-person or virtual coaching sessions.

Conducts intake and follow-up assessments and refers participants to other CTL programs based on participants needs.

Maintains accurate and up to date participant records and program delivery information within the internal case management database at all times.

Plans, markets, and leads monthly financial literacy and career development workshops

Researches and establishes partnerships with new resources for the benefit of CTL participants.

Represents CTL at community meetings, fairs, and groups to ensure knowledge is gathered about other providers and to disseminate knowledge about CTL Economic Mobility Services.

Ensures collaborative communication with the Economic Mobility Services Sr. Manager to ensure adequate operational knowledge across the department.

Recruits, trains, and supervises volunteers, as required.

EDUCATION AND EXPERIENCE

Bachelor of Social Work, other human service-related fields, or a business degree preferred.

Experience in the Financial Coaching Model, a strengths-based, results-oriented approach to improving individuals financial outcomes.

Current Financial and Career Coaching Certification or willingness to attain within the first six months of employment.

Familiarity with budgeting, banking services, credit, and debt management, asset building, taxes, creating a resume and cover letter, interviewing skills, benefits enrollment, and job retention.

Experience generating and cultivating strong relationships with community partners.