Financial Coach

Job Description

Job Description

POSITION SUMMARY

The position of the Financial Coach will be responsible for answering questions and conducting coaching sessions via telephone, internet, as well as representing the organization at community events. A major aspect of this role involves being a great listener, conveying empathy when clients share their story, and effectively identifying goals or concerns to assist clients with varying needs.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Coaching (90%)

• Provide one-on-one financial coaching sessions to assess needs and develop specific strategies to empower individuals to resolve financial problems, meet financial goals, and improving their overall well-being;
• Provide valuable information to clients about credit and debt issues, credit reports, housing issues, identity theft, money management, financial planning and retirement, student loans, bankruptcy, collections, consumer protection laws, court judgments, transitioning to safe and affordable banking, and wage garnishments;
• Assist clients in creating a personalized action plan with the purpose of supporting and motivating clients towards achieving financial goals;
• Provide continuing education, guidance, and resources to empower clients to successfully accomplish their established plans including resolving immediate problems and changing behaviors; and
• Provide confidential referrals to appropriate, vetted non-profit organizations using our national online database (Ex. Food banks, public benefits, state bar).

Administrative (10%)

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

WORK ENVIRONMENT AND PHYSICAL DEMANDS

The physical demands / conditions described below are representative of those that must be met / tolerated by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

EDUCATION

CERTIFICATIONS, LICENSES, AND REGISTRATIONS

WORK EXPERIENCE

KEY SKILLS SET

EQUIPMENT AND APPLICATIONS

ABOUT US

BALANCE is a nationwide non-profit organization committed to helping individuals and families overcome their financial challenges and meet their goals. Through local and national education and counseling programs we provide help and hope to families overwhelmed by debt, facing foreclosure, struggling to master their money, caught in a cycle of over-priced fringe financial services, or trying to purchase their first home. Additional information about us can be found at www.whyBalance.org

BALANCE offers a fun and collaborative environment with exceptional benefits for our employees which include medical, dental, vision, and life insurance; 403(b) retirement plan, 3 weeks paid time off, plus paid federal holidays, an extensive training program, and more!

Location : Texas, Arizona, New Mexico, Nevada