Financial Wellness Coach

2 days ago

Washington, Pennsylvania, United States Greater Washington Urban League Full time
Financial Coach Job Description

The Greater Washington Urban League is seeking a skilled Financial Coach to join the Career MAP team. As a Financial Coach, you will play a critical role in empowering low- to no-income families to achieve financial wellness and stability.

Key Responsibilities:
  • Provide personalized financial coaching and education to program participants, helping them assess their current financial situation and develop actionable improvement plans.
  • Develop and implement individualized financial plans, outlining long and short-term financial objectives and steps to achieve specified financial goals.
  • 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.
  • 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.
Requirements:
  • 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.
  • 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.
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.

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