Financial Wellness Coach

FINANCIAL WELLNESS COACH

Are you looking for a new opportunity?  One that will not only challenge you but one where you know that you are making a difference in peoples’ lives?  We are hiring a Financial Wellness Coach.   

COACHING PHILOSOPHY  

Financial coaches believe in the Member’s own wisdom and assist them in unlocking their potential.  We believe Members own their individual goals and expectations and can change their lives.   Coaching is a collaborative relationship that promotes Members making positive decisions for themselves by gathering and exploring options.    

The Financial Wellness Coach supports individuals participating in Cincinnati Works services.  As a Financial Coach, you will assist individuals in resolving current financial situations while providing a wide lens on their financial health to shift the approach to proactive financial management.  You will be responsible for providing financial wellness services to Members & attending outreach events to develop trust.  

PRINCIPLE RESPONSIBILITIES: (not all-inclusive)  

1. Promote successful financial growth of participants through regular contact to monitor and encourage progress and provide coaching

on any issues or needs that arise.  

2. Work with participants to complete a very detailed financial assessment by:  documenting a budget and determine strategies for budget improvements; assessing their credit report/score and providing strategies for credit building; and documenting their balance sheet and providing strategies for improving net worth; determining their readiness for asset building programs and other tools and resources.  

3. Tracking all participant data in Salesforce, Change Machine and other databases.  

4.   Assist the Director of Financial Wellness in developing, maintaining, and delivering financial workshops.  

JOB SPECIFICATIONS  

•  Financial Coaching Certifications and/or training  

•  Demonstrated strong experience with and understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building.  

•  Previous work experience with low-income individuals and those living below the poverty guidelines, and the ability to provide financial counseling/coaching services in a culturally sensitive manner 

•  At least 1 year of management experience   

•  2-5 years’ experience in coaching and/or financial services, program development, educational counseling or career pathways, and/or job coaching.  

•  Demonstrated experience in managing projects and coordinating the activities of multiple team members to complete a project.  

•  Ability to work a flexible schedule (evenings and weekends may be required)  

We are seeking an individual who would have the skills and ability to incorporate these ideas and allow us to expand our reach, building relationships with and improving Members’ lives, enhancing their employability, and making a meaningful impact as we eliminate poverty within the community.