Financial Coach (930546)

• Helps members reduce expenses access credit under better terms increase savings and build assets
• Provides a range of financial services that are tailored to the needs of the individual members.
• Conduct financial counseling sessions weekly to members of the program. Follow up for engagement and goal steps and completion.
• Works directly with clients to provide high-quality financial coaching via individualized counseling
• Provides ongoing support and continue to actively engage clients to promote financial health
• Assesses clients financial health through one-on-one coaching and then develop a tailored set of recommendations to help clients improve their financial position and pursue their goals
• Exercises professional discretion to accurately assess each clients unique situation and effectively develop personalized plans of action
• Provides concrete recommendations for debt reduction credit improvement money management use of financial services asset protection and the pursuit of short- and long-term goals
• Maintain confidential records for each member and document in a timely manner in the customer database submitting outcomes engagement and follow up. Showing all efforts to outcomes.
• Provide financial literacy workshops for members and connect to additional external resources that will support members to reach financial savings credit increase/ establish goals
• Support with EITC during tax prep season. Partner with local free vita tax prep services to help members save money. 
• Knowledge of Microsoft tools Excel PP Word.
• Other duties as assigned

Qualifications :

• Bachelors degree
• Two years of full-time work experience in personal finance education social services community organizing or a related field
• Specialized knowledge in financial empowerment services to low- and moderate-income individuals
• Excellent communication and interpersonal skills; ideally coaching and facilitation skills in non-traditional settings
• Ability to exercise knowledge-based professional judgement and discretion to adapt services as needed
• Strong attention to detail with a willingness to learn new skills and techniques to promote quality efficiency and successful customer outcomes

Additional Information :

All your information will be kept confidential according to EEO guidelines.

Equus Workforce Solutions is a leading provider of workforce development services in North America. With a dedicated and passionate team Equus puts the industrys best practices to work by focusing on the development design and delivery of demand-driven workforce solutions.

When you join Equus you can expect extensive learning opportunities and networking programs. But most of all you can expect to make a lasting impact on the lives of others.

At Equus we are strengthened by diversity. We are committed to providing a work environment in which everyone is included treated fairly and with respect. Equus Workforce Solutions is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color gender age pregnancy sexual orientation gender identity ancestry religion national origin veteran status physical or mental disability or reprisal or any other characteristic protected under state federal or local law.

Remote Work :

No

Employment Type :

Full-time