Personal Finance Coach 

Our client, a local non-profit, provides services to parents/caregivers with children placed in out-of-home placement. The organization’s social workers and programs support parents/caregivers as they navigate the reunification process so that they can eventually be reunited with their children.

They have an immediate opening for a Personal Finance Coach to help parents/caregivers accomplish financial goals and obtain financial stability by coaching them on income management, credit repair, and debt reduction.

Duties and responsibilities include:

  • Facilitating in-person and remote financial counseling sessions
  • Assessing financial stability by gathering information on current financial status, savings, current income, and earning plans
  • Developing financial strategies appropriate to each person’s financial situation
  • Monitoring their situation by tracking changes in wealth and circumstances through regular check-ins
  • Provide regular personal finance group activities and webinars
  • Maintain professional job knowledge by tracking financial markets, general economic conditions, new financial products, professional publications, etc.

Skills and Qualifications Include:

  • Professional experience in personal finance or financial operations
  • Microsoft Office Suite
  • Excellent listening and communication skills
  • Bachelor’s Degree

To apply for this job email your details to