Senior Financial Coach

Finance & Economy

Overview

Provide financial coaching and counseling to individuals seeking financial empowerment.

You have:

• Bachelor's degree from an accredited college and/or two years of relevant work experience.
• Expertise in social work, financial planning, coaching/mentoring, teaching, or financial services.
• Bilingual, speaking English as well as Spanish or other common immigrant languages.
• Knowledgeable about credit, debt, money management, and safe financial products.
• Excellent interpersonal and communication skills are essential.
• Available to work evenings and weekends as needed.
• Ability to use a client management database.

We are seeking Financial Coaches who are empathetic, great motivators, and passionate about helping individuals achieve their financial goals. The Senior Financial Coach position will report directly to the Financial Empowerment Center Program Manager within the Economic Empowerment department.

The Sacramento FEC is part of a national network of FECs supported by the Cities for Financial Empowerment Fund. To learn more, go to www.fecpublic.org.

Major Responsibilities:

Duties shall include, but are not limited to:

- Conduct one-on-one financial counseling sessions to empower individuals to manage their income and achieve financial independence. - Document and follow up with counseling sessions to track individual progress and demonstrate program success. - Build rapport with clients to cultivate trust and engagement in counseling sessions. - Communicate with third parties, including collection agencies, lawyers, and lenders, on behalf of clients to verify or resolve billing or collection errors, disputes, and negotiations. - Promote and conduct in-person and virtual outreach workshops and events to obtain new clients and grow financial stability knowledge in the community. - Refer clients to community resources to provide additional help as needed. - Participate in initial and ongoing professional development trainings. - Conduct outreach and storytelling to ensure stakeholders, the community, and the City of Sacramento understand the full scope of work of the Financial Empowerment Center (FEC). - Train and mentor new FEC Counselors to support the growth and expansion of the program. - Potentially supervise and oversee other financial coaches as the department grows and additional staff are added. - Facilitate the integration of the program into the community, including working and coaching clients at various partner offices and community centers. - Support with fundraising efforts and grant applications. - Successfully complete and pass counselor training. - Perform other duties as assigned.

Position Reports to: Financial Empowerment Center Program Manager Position directly supervises: Interns and volunteers

Indirect Reporting: Senior Economic Empowerment Manager, Site Director Other Internal and/or external contacts:

Internal: IRC program staff, interns and volunteers External: Community partners and economic empowerment programs.

Job Requirements:

- A bachelor’s degree from an accredited college and/or two years of experience of relevant work experience with some background in social service delivery, community engagement/outreach, financial education, or counseling/coaching - The ideal candidate has expertise in at least one of the following: social work, financial planning, coaching/mentoring, teaching, financial services, or other related fields

Essential Skills:

- Ideally bilingual, speaking English as well as Spanish or other common languages spoken by immigrant populations (Farsi, Arabic, Ukrainian, others) - Able to become knowledgeable about credit, debt, and money management; savings and investment options and safe financial products and services - Excellent interpersonal skills - Excellent working knowledge of Microsoft Word, Excel, Outlook - Available to work some evenings and weekends - Ability to use a client management database

Working Environment:

This role has a hybrid work environment with a mix of virtual and in-office days. The schedule includes:

- Virtual Work: Some days will be fully remote, allowing you to work from home. - In-Office Work: Certain days will require you to be present in our main office. - Variable Office Locations: Occasionally, you may need to work from a partner's office space.

Compensation: Posted pay ranges apply to US-based candidates. Ranges are based on various factors including the labor market, job type, internal equity, and budget. Exact offers are calibrated by work location, individual candidate experience and skills relative to the defined job requirements.

Equal Opportunity Employer: IRC is an Equal Opportunity Employer. IRC considers all applicants on the basis of merit without regard to race, sex, color, national origin, religion, sexual orientation, age, marital status, veteran status, disability or any other characteristic protected by applicable law.

US Benefits: We offer a comprehensive and highly competitive set of benefits. In the US, these include: 10 sick days, 10 US holidays, 20-25 paid time off days depending on role and tenure, medical insurance starting at $143 per month, dental starting at $6.50 per month, and vision starting at $5 per month, FSA for healthcare and commuter costs, a 403b retirement savings plans with immediately vested matching, disability & life insurance, and an Employee Assistance Program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles.

Qualifications

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Potential interview questions

Added 1 year ago - Updated 1 year ago - Source: rescue.org