Financial Coach

Neighborhood Trust Financial Partners

About the organization

Neighborhood Trust Financial Partners’ mission is to help workers build the financial security necessary for them and their families to thrive. The urgency of this objective has never been more obvious than now, as the nation struggles to deal with the COVID-19 pandemic, and with the tremendous economic strain that has accompanied it. This crisis has laid bare the highly vulnerable financial state of low-wage workers, even as it has underscored American society’s total dependence on these individuals to sustain our economy, health, community, and culture. With over two decades of experience, Neighborhood Trust is well prepared to meet this moment, and to advocate for our clients as political and corporate interests respond to this historic wake-up call.
TrustPlus is a financial wellness benefit that blends human connection w/ action-oriented tools and products tailored to workers, with diverse customers including employers, benefits providers, fintechs, labor organizations and work.

Duties

As part of an innovative and dynamic organization, the position is actively evolving and responsibilities change as services are refined and new partnerships develop. The following are responsibilities assigned to Financial Coaches depending on details of work assignment.

- Work directly with clients to provide high-quality financial coaching via individualized counseling
- Provide ongoing support and continue to actively engage clients to promote financial health
- Document services and gather session data for program reporting and evaluation
- Achieve program goals for client impact and service outputs, taking initiative with client outreach
- Deliver presentations on personal finance topics and our services
- Participate in regular team meetings and continued skill-building training sessions
- Research financial products, consumer rights, and resources on an ongoing basis
- Due to the breadth of personal financial topics, the evolving nature of consumer protections and the shifting landscape of financial products and consumer resources, Financial Coaches are responsible for ownership of their ongoing learning and skill development
- Represent Neighborhood Trust in media inquiries, at events within the field, and with peer organizations

Qualifications

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.

Applicants without prior knowledge but who have professional or comparable experience about personal finances (money management, savings, financial services, consumer rights) may be considered for the position but must complete Neighborhood Trust’s Financial Empowerment.

Training course upon hire and successfully pass all exams in order to serve in position.

Required Skills and Attributes:

Self-motivated - able to work independently, meet deadlines without supervision and take ownership of personal finance research and continued learning

Excellent communication and interpersonal skills; ideally coaching and facilitation skills with adults or in non-traditional settings

Ability to exercise knowledge-based professional judgement and discretion to adapt services as needed

Strong attention to detail

Robust critical thinking skills

Ability to effectively receive and implement feedback

Bilingual strongly preferred – ideally in Spanish/English

Salary

Commensurate with experience.

Application instructions

Contact email: [email protected]

Please send resume and cover letter to [email protected] with the subject line “Financial Coach”.

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Equal Opportunity Employment

The posting employer has certified that this announcement complies with Peace Corps’ Equal Opportunity Employment policy:

The Peace Corps is committed to providing equal opportunity to all employees, Volunteers, and applicants for employment and volunteer service. Peace Corps policy prohibits discrimination and harassment because of race, color, religion, sex, national origin, age (40 or over), disability, sexual orientation, gender identity, gender expression, marital status, parental status, political affiliation, union membership, genetic information, or history of participation in the Equal Employment Opportunity process, grievance procedure, or any authorized complaint procedure.


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