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Financial Coach

2 months ago

Atlanta, Georgia, United States International Rescue Committee Full time
Job Title: Financial Coach

Join the International Rescue Committee (IRC) as a Financial Coach and play a vital role in empowering individuals and families to achieve financial stability and security.

About the Role:

The Financial Coach will work closely with clients to assess their financial needs and develop personalized financial action plans. This will involve providing one-on-one coaching and counseling on topics such as budgeting, banking, credit, and taxes. The ideal candidate will have a strong understanding of the U.S. credit and banking system and be able to communicate effectively with individuals from diverse backgrounds.

Key Responsibilities:
  • Assess client needs and develop individual financial action plans
  • Provide 1:1 financial coaching and counseling on budgeting, banking, credit, and taxes
  • Make referrals and integrate wraparound supports to achieve greater results
  • Develop and deliver educational workshops on financial topics
  • Collaborate with colleagues to develop outreach strategies and integrate with community resources
  • Track participant attendance, data, and outcomes in required databases
Requirements:
  • Undergraduate degree preferred; or combination of equivalent years of education and related work experience
  • Minimum 1 year of experience with financial education, counseling, and coaching required; minimum of 2 years' experience strongly preferred
  • Demonstrated ability to communicate well with people of varied backgrounds
  • High level of comfort working in a multi-cultural and multi-disciplinary team
  • Excellent organizational skills with a high level of attention to detail and computer literacy
What We Offer:

The IRC offers a comprehensive and highly competitive set of benefits, including paid time off, medical, dental, and vision insurance, and a 403b retirement savings plan. We are an equal opportunity employer and welcome applications from diverse candidates.

This is a hybrid role, with a combination of standard office environment, remote work, and 'field' time within the service delivery area. The ideal candidate will be able to work independently, be a self-starter, and manage multiple tasks.

The IRC is committed to diversity, equity, and inclusion in the workplace. We strive to create an environment where everyone feels valued, respected, and empowered to contribute their best work.