Financial Coach

2 months ago

Washington, United States Greater Washington Urban League Full time

General Summary

The Greater Washington Urban League (GWUL) is looking for a passionate and skilled Financial Coach to join the Career MAP team. The Career MAP program is designed to assist approximately 300 families who experienced homelessness and recently exited a rapid rehousing program. Career MAP provides critical services in career advancement, financial empowerment, family support, and housing stabilization. The Financial Coach will provide personalized financial coaching and education for up to 300 low- to no-income families. This role focuses on empowering clients to improve their relationship with money and build long-term financial wellness and stability by offering tailored advice, support, and strategies in areas such as budgeting, savings, credit repair, and debt management.


The Career MAP program is administered through GWUL’s Center for Financial Inclusion (CFI). The CFI takes a therapeutic approach to financial wellness and provides services to assist people with addressing the root causes of financial decision making which are often caused by financial trauma and daily stress. Through the work of the CFI, community members learn to manage financial stress, triggers, and anxiety so they can ultimately build and pass along generational wealth.


Essential Duties and Responsibilities

Provide individualized financial coaching to program participants, helping them assess their current financial situation and develop actionable improvement plans.

Develops, in collaboration with Career MAP program participants, an individualized financial plan outlining long and short-term financial objectives and steps to achieve specified financial goals.

  • Guide clients through the process of setting financial goals, creating spending plans, managing debt, and building savings, while helping them track their progress.
  • Conduct financial education workshops covering topics such as credit building, budgeting, savings strategies, and long-term financial planning.
  • Support clients in repairing and building their credit, providing strategies and resources to improve their credit scores.
  • Support clients with using the Federal Reserve Bank of Atlanta’s Career Ladder Identifier and Financial Forecaster (CLIFF) Tool for financial planning.
  • Assist clients with identifying and accessing resources such as public benefits, financial aid, tax preparation services, and affordable banking options.
  • Act as a mentor and motivator, encouraging clients to take control of their financial future and build healthy financial habits.
  • Collaborate with Career MAP team members to integrate financial coaching with other services such as career development and workforce readiness.
  • Stay informed about the latest best practices in financial empowerment and coaching to continuously improve the effectiveness of the coaching program.

Provide detailed documentation of all financial coaching and education interactions with Career MAP program participants in the required systems such as Quickbase and Apricot.

  • Track client outcomes and progress over time, ensuring goals are met and adjustments are made as necessary.
  • Develop partnerships with local financial institutions, community organizations, and other relevant stakeholders to broaden the scope of financial support for clients.

Must be able to personally identify with the lived experiences of our primary constituents and clients.


Qualifications

  • Bachelor’s degree in accounting, finance, psychology, social work, or a related field.
  • A minimum of 3 years of experience in financial coaching, counseling, or a related role focusing on low-income populations.
  • Strong knowledge of financial psychology, financial literacy principles, credit building, debt management, and financial empowerment strategies.
  • Certification in financial social work, financial therapy, financial coaching, or credit counseling (such as AFC®, FFC®, CFP, or similar) is highly preferred.
  • Working knowledge of the Federal Reserve Bank of Atlanta’s Career Ladder Identifier and Financial Forecaster (CLIFF) Tool is highly preferred
  • Excellent interpersonal and coaching skills, with the ability to connect with and motivate clients from diverse backgrounds.
  • Experience working with low- to no-income individuals, understanding the specific challenges they face in achieving financial wellness and stability.
  • Ability to facilitate financial education workshops and lead group and individual coaching sessions.
  • Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software.
  • Superior organizational skills with the ability to multitask and manage time efficiently.
  • Strong attention to detail, particularly in scheduling, document preparation, and financial planning.
  • Must be legally authorized to work in the U.S.
  • Must successfully complete a criminal background investigation
  • Strong verbal and written communication skills; leadership and team-building skills are a must.
  • Must be detail-oriented and possess organization and critical thinking skills


Working Conditions

The employee will be working in a normal office setting to include a possible hybrid schedule.


Physical Requirements

While performing the duties of this job, the employee will frequently sit, stand, walk, and reach. May need to lift files or packages periodically.


Other Duties

This job description is intended to describe the general nature and work performed by employees but is not a complete list of activities, duties, or responsibilities required of personnel. Furthermore, other duties, responsibilities, and activities may change or be assigned at the discretion of the employer.

  • Financial Coach

    2 months ago

    washington, United States Greater Washington Urban League Full time

    General SummaryThe Greater Washington Urban League (GWUL) is looking for a passionate and skilled Financial Coach to join the Career MAP team. The Career MAP program is designed to assist approximately 300 families who experienced homelessness and recently exited a rapid rehousing program. Career MAP provides critical services in career advancement,...

  • Financial Services Professional

    4 weeks ago

    Washington, Washington, D.C., United States PNC Financial Services Group Full time

    Job DescriptionAs a Financial Advisor at PNC Financial Services Group, you will play a critical role in helping clients achieve their financial goals. Your primary responsibility will be to consult with clients on investment and insurance strategies, as well as develop personalized financial plans tailored to their needs.Key Responsibilities:Consult with...

  • Customer Service Coach

    4 weeks ago

    Washington, Washington, D.C., United States PNC Full time

    Job SummaryPNC is seeking a Customer Service Coach to join our Retail Branch organization. As a key member of our team, you will be responsible for coaching and mentoring tellers to deliver exceptional customer experiences, improve customer financial well-being, and increase share of wallet.Key ResponsibilitiesCoach and mentor tellers to deliver a unique...

  • Entrepreneurship Coach

    3 weeks ago

    washington, United States Greater Washington Urban League Full time

    General SummaryEntrepreneurship Coach will guide aspiring business owners to discover their strengths, areas of opportunities, motivations, and goals. The incumbent will help clients identify action items to build a viable business. The Entrepreneurship Coach will be charged with the duty of holding the client responsible for fulfilling these tasks and...

  • Entrepreneurship Coach

    1 month ago

    washington, United States Greater Washington Urban League Full time

    General SummaryEntrepreneurship Coach will guide aspiring business owners to discover their strengths, areas of opportunities, motivations, and goals. The incumbent will help clients identify action items to build a viable business. The Entrepreneurship Coach will be charged with the duty of holding the client responsible for fulfilling these tasks and...

  • Entrepreneurship Coach

    2 weeks ago

    Washington, United States Greater Washington Urban League Full time

    General SummaryEntrepreneurship Coach will guide aspiring business owners to discover their strengths, areas of opportunities, motivations, and goals. The incumbent will help clients identify action items to build a viable business. The Entrepreneurship Coach will be charged with the duty of holding the client responsible for fulfilling these tasks and...

  • Entrepreneurship Coach

    1 month ago

    Washington, United States Greater Washington Urban League Full time

    General SummaryEntrepreneurship Coach will guide aspiring business owners to discover their strengths, areas of opportunities, motivations, and goals. The incumbent will help clients identify action items to build a viable business. The Entrepreneurship Coach will be charged with the duty of holding the client responsible for fulfilling these tasks and...

  • Career Coach for Family Empowerment

    4 weeks ago

    Washington, United States LIFT Full time

    About LIFTLIFT is a nonprofit organization dedicated to breaking the cycle of poverty by investing in families and empowering them to achieve economic mobility. We believe that racial and gender wealth gaps stem from structural inequities that keep families trapped in poverty. Our mission is to partner with parents of young children to build well-being,...

  • Branch Manager

    1 month ago

    Washington, Washington, D.C., United States OneMain Financial Full time

    As a Branch Manager at OneMain Financial, you will be responsible for creating a customer-centric environment that fosters growth and success. Your leadership skills will empower your team to deliver exceptional loan products and services that meet the needs of our customers.Key Responsibilities:Build a customer-focused team that provides outstanding service...

  • Chief Financial Officer

    1 month ago

    Washington, United States Alliance for Justice Full time

    Job OverviewWe are seeking a highly experienced and strategic Chief Financial Officer to join our team at Alliance for Justice. As a key member of our leadership team, you will be responsible for leading our finance department and providing financial guidance to our executive team and board committees.Key ResponsibilitiesDevelop and execute our financial...

  • Life Insurance Sales Representative

    4 weeks ago

    Washington, Washington, D.C., United States Karlo Financial Full time

    Job OverviewKarlo Financial is seeking a skilled Life Insurance Sales Representative to join our team. As a remote sales professional, you will play a critical role in helping clients secure their financial futures.Key Responsibilities:Connect with potential clients via phone and other communication channels to understand their unique needs and goals.Listen...

  • Chief Financial Officer for Commercial Marketing

    4 weeks ago

    Washington, United States Microsoft India Pvt Ltd Full time

    Job Title: Chief Financial Officer for Commercial MarketingCompany: Microsoft India Pvt LtdAbout the Role:We are seeking a highly skilled Chief Financial Officer for Commercial Marketing to lead our Commercial Marketing Finance team. As the leader of this team, you will be responsible for driving planning, insights, investment prioritization, marketing...

  • Entrepreneurship Coach

    3 weeks ago

    Washington, DC, United States Greater Washington Urban League Full time

    General SummaryEntrepreneurship Coach will guide aspiring business owners to discover their strengths, areas of opportunities, motivations, and goals. The incumbent will help clients identify action items to build a viable business. The Entrepreneurship Coach will be charged with the duty of holding the client responsible for fulfilling these tasks and...

  • Financial Consulting Manager

    1 month ago

    Washington, Washington, D.C., United States RSM Full time

    Job Title: Financial Consulting ManagerWe are seeking a highly skilled Financial Consulting Manager to join our team at RSM. As a key member of our Finance and Accounting Outsourcing (FAO) practice, you will be responsible for providing exceptional financial management services to our clients.Key Responsibilities:Manage and oversee the accounting and finance...

  • Financial Project Analyst

    3 weeks ago

    Washington, United States National Cooperative Business Association Full time

    Important note about the Salary Range for this position. NCBA CLUSA conducts a salary analysis for each job it advertises to ensure fair compensation. The salary offered to a candidate is based on their experience and qualifications, and it is aligned with the pay equity of current employees holding similarly graded positions. This ensures that salary offers...

  • Senior Financial Analyst

    4 weeks ago

    Washington, Washington, D.C., United States Compass Corporate Full time

    Job DescriptionCompass Corporate: A Leader in Foodservice and Support ServicesCompass Group USA is a leading foodservice and support services company, known for our great people, great service, and great results. With over 284,000 US associates working in award-winning restaurants, corporate cafes, hospitals, schools, arenas, museums, and more in all 50...

  • Financial Planning and Analysis Director

    4 weeks ago

    Washington, Washington, D.C., United States Alvarez & Marsal Full time

    Join Our Team as a Financial Planning and Analysis DirectorAlvarez & Marsal's Financial Services Industry group is seeking a highly skilled Financial Planning and Analysis Director to partner with financial services firms and private investors to drive results, create value, and unlock business opportunities at every stage of their growth strategies.We...

  • Associate Financial Aid Advisor

    2 weeks ago

    Washington, United States Strategic Education Inc. Full time

    The Associate Financial Aid Advisor role is responsible for providing best-in-class financing and financial aid support to Capella's learners before, during, and after their program enrollment. This position will provide personalized interactions through different communication channels (phone, email, chat, text), and will coach learners through key...

  • Software Engineer, IV

    2 weeks ago

    Washington, United States Voya Financial Full time

    Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access...

  • Post-Secondary Success Coach

    1 week ago

    Washington, DC , USA, United States Goodwill of Greater Washington Full time

    Job Summary:We are seeking a highly motivated and experienced Post-Secondary Success Coach to join our team at Goodwill of Greater Washington. The successful candidate will have a strong background in education, career counseling, and workforce development, with experience working with high school students to achieve post-secondary success.About the Role:The...