Financial Coach

POSITION TITLE: Financial Coach

SALARY RANGE: $34,000 - $37,000 per year
Full-time, benefits including health and dental

POSITION OVERVIEW:

The Financial Coach will be responsible for coaching and counseling clients, keeping accurate client records, and reporting relevant numbers to the Financial Education Manager. They will also be responsible for creating and teaching financial education materials to diverse groups of individuals, marketing and directing the Individual Development Account (IDA) program and assisting with the day to day needs of the financial education line of business.  

KEY RESPONSIBILITIES:

Teach financial education classes (in person and virtual), this includes Individual Development Accounts (IDA) specific courses and other courses as needed/capacity allows (1-2 sets per month with occasional miscellaneous workshops)

  • Manage IDA program 

  • Train clients in financial literacy as required by the IDA program

  • Send and review IDA application and documents

  • Enroll savers 

  • Manage current savers 

  • Facilitate cash outs for IDA graduates

  • Keep up to date with EDI reports 

  • Clean up/update Outcome Tracker and work instructions 

  • Connect with IDA clients regularly to track progress

  • Meet with IDA clients quarterly for financial counseling check-in

  • Coach IDA clients and non-IDA clients 

  • Focus will be on IDA clients; will meet with other clients as capacity allows

  • Train new employees in IDA processes as needed 

  • Create/update IDA presentation and marketing materials as needed

  • Reach out to current/potential referral partners and maintain good relationships with them 

  • Participate and coordinate IDA program promotional efforts and marketing

  • Report monthly numbers to the supervisor for grant reporting as requested

  • Meet weekly, or as requested with the supervisor for check-ins

  • Assist with community outreach (tabling, events, workshops, presentations, etc.) as needed

QUALIFICATIONS AND SKILLS:

  • Undergraduate degree from an accredited four-year college or university, or commensurate employment experience.

  • Study for and complete the Certified Personal Financial Counselor certification examination (within 3 months of hire) and complete continuing education as required

  • Knowledge of and experience in effectively working with individuals from a variety of age groups, ethnic backgrounds, and income levels.

  • Excellent oral and written communication skills with exceptional grammar proficiency.

  • Experience with teaching personal financial management principles, including budgeting, saving, credit, and debt management.

  • Strong computer skills: ability to use full Microsoft Suite and Adobe products

  • Salesforce experience or willingness to develop Salesforce skills

  • Proven track record in the establishment and maintenance of positive and effective working relationships with all levels of professional peers, employees, community members, and volunteers.

  • Ability to speak with diverse groups and represent NWSL at various functions.

  • Experience with budgeting and record keeping.

  • Basic accounting knowledge.

  • Strong computer skills; advanced skills with Microsoft and Adobe products.

  • Bilingual skills are highly desirable.

  • Must be available to work on various evenings or weekends.

WHAT WE OFFER:

  •  Competitive salary: $34,000 - $37,000

  • Health and dental benefits

  • Meaningful work that strengthens communities and promotes personal and social growth

  • Opportunities for professional development and advancement

APPLICATION REQUIREMENTS:

  •  Resume

  • Cover Letter

  • Background Check

  • Valid Driver’s License, Insurance, and Dependable Vehicle

ABOUT US:

NeighborWorks Salt Lake is a non-profit organization dedicated to revitalizing neighborhoods through affordable housing, community building, and economic development. Our mission is to create opportunities for people to live in affordable homes, improve their lives, and strengthen their communities.

We are seeking candidates who are as passionate about these goals as we are. If you are driven by a desire to inspire positive change, build relationships, and make a lasting impact in your community, we want to hear from you!