The Financial Coach delivers financial coaching to program participants, both in one-on-one and group settings, with a focus on individuals currently benefiting from other Center for Transforming Lives (CTL) programs. Collaborating closely with participants, the Financial Coach identifies and supports their financial goals, offering encouragement, accountability, and maintaining continuous contact for outcomes tracking. Additionally, the Financial Coach establishes and nurtures relationships with community partners. The role also includes responsibility for either recruiting, training, and supervising volunteers to provide trauma-informed financial coaching or hosting financial literacy workshops.

RESPONSIBILITIES:

• Manages a caseload of 15-25 Financial Coaching participants, delivering trauma-informed and strengths-based coaching, guiding goal setting for each individual through in-person or virtual coaching sessions.
• Plans, markets, and leads financial literacy workshops, as needed.
• Recruits, trains, and supervises volunteers, as required.
• Maintains accurate records of participant interactions and program delivery in the internal case management database.
• Ensures collaborative communication with the Economic Mobility Services Manager to ensure adequate operational knowledge across the department.
• Researches and establishes partnerships with new resources for the benefit of CTL participants.
• Represents CTL at community meetings, fairs, and groups to ensure knowledge is gathered about other providers and to disseminate knowledge about CTL Economic Mobility Services.

EDUCATION AND  EXPERIENCE:

• Bachelor of Social Work, other human service-related fields, or a business degree.
• Experience in the Financial Coaching Model, a strengths-based, results-oriented approach to improving individuals’ financial outcomes.
• Current Financial Coaching Certification or willingness to attain within the first six months of employment.
• Familiarity with budgeting, banking services, credit, and debt management, asset building, taxes, creating a resume and cover letter, interviewing skills, benefits enrollment, and job retention.
• Experience generating and cultivating strong relationships with community partners.
• Experience working with individuals living in poverty.
• Experience in program development and evaluation for continuous improvement.

KNOWLEDGE, SKILLS, ABILITIES:

• Passion for empowering participants in financial self-sufficiency.
• Direct client social service experience.
• Direct service with individuals living in poverty.
• Must have experience using virtual platforms to facilitate individual and group coaching.
• Knowledge of financial basics.
• Ability to learn and use software programs such as Salesforce for the successful operations of CTL programs.

Please send your resume with salary requirements to dadams@transforminglives.org