Bilingual Financial Wellbeing Coach, Small Business
2 weeks ago
Financial Wellbeing Coach – Small Business
DEPARTMENT: HOPE Program Operations
ACCOUNTABILITY: Reports to Director of Operations
LOCATION: U.S. Bank Minneapolis, MN (Hope Inside)
JOB SUMMARY
About Operation HOPE: Operation HOPE is a non-profit organization committed to fostering economic empowerment and financial inclusion. Through our small business programs, we aim to support entrepreneurs and small business owners in building sustainable enterprises that contribute to the economic growth of their communities.
Position Overview: We're seeking a passionate and experienced Small Business Coach to join Operation HOPE, bringing entrepreneurial expertise and a commitment to empowering others. As a coach, they'll guide aspiring and existing small business owners, offering tailored one-on-one support, sharing invaluable knowledge, tools, and resources, and fostering a culture of growth and success. Their entrepreneurial journey will serve as inspiration, fueling their dedication to helping individuals navigate challenges, develop robust business plans, and implement strategies for sustainable growth.
Key Responsibilities
Individual Coaching:
Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
Analyze financial information obtained from clients to determine strategies for meeting client’s financial objectives.
Provide guidance on business plan creation, business operations, marketing strategies, and growth opportunities.
Training and Workshops:
Facilitate small business workshops and training sessions covering credit and money management and various aspects of entrepreneurship.
Answer client’s questions about the purpose and details of financial plans and strategies.
Deliver engaging content on topics such as business planning, financial management and marketing.
Ability to deliver 8-Week Business Development Programs as assigned throughout the year.
Resource Connection:
Connect clients with relevant resources, networks, and support services.
Stay informed about government programs, grants, and other opportunities available to clients.
Collaborate with community partners to enhance the support system for entrepreneurs.
Monitoring and Evaluations:
Track the progress of small businesses through coaching sessions and regular assessments.
Evaluate the impacts and outcomes of clients during the coaching program. How many graduated from the program, how many small businesses were created, and other data as requested.
Provide feedback to clients and adjust coaching plans as needed.
Networking and Community Engagement:
Build and maintain relationships with local businesses, chambers of commerce, and community organizations.
Represent Operation HOPE at networking events and engage with stakeholders to enhance program visibility.
Qualifications:
Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.
Flexibility to deliver evening workshops to meet clients needs as determined.
Comfortable with meeting monthly and annual production goals.
Ability to meet tight deadlines and maintain effective time management.
Proven experience in small business coaching, consulting, or entrepreneurship.
Strong knowledge of business planning, financial management and marketing strategies.
Ability to empathize with and understand the unique challenges faced by small business owners.
Strong Presentation Skills, both in-person and virtually: The ability to facilitate group workshops, maintain engagement, and navigate participant inquiries
Possess cultural competency and the ability to support diverse backgrounds.
Multitask oriented – the right candidate must have the ability to begin, manage and complete several projects and program relationships simultaneously.
Excellent communication and interpersonal skills.
Proficiency in MS Word, Excel, and PowerPoint will be required in this position.
Access to personal transportation that will allow them to travel within the designated market.
Fluent in Spanish and English
EEO STATEMENT
Operation HOPE is an Equal Opportunity Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information or any other characteristic protected by law.
@OHFWC
-
Minneapolis, United States Operation Hope Full time $58,650 - $59,000Job DescriptionIs this your next job Read the full description below to find out, and do not hesitate to make an application. Financial Wellbeing Coach – Small BusinessDEPARTMENT: HOPE Program OperationsACCOUNTABILITY: Reports to Director of OperationsLOCATION: U.S. Bank Minneapolis, MN (Hope Inside)JOB SUMMARYAbout Operation HOPE: Operation HOPE is a...
-
Minneapolis, United States Operation HOPE Full timeJob DescriptionFinancial Wellbeing Coach - Small BusinessDEPARTMENT: HOPE Program Operations ACCOUNTABILITY: Reports to Director of Operations LOCATION: U.S. Bank Minneapolis, MN (Hope Inside) JOB SUMMARY About Operation HOPE: Operation HOPE is a non-profit organization committed to fostering economic empowerment and financial inclusion. Through our small...
-
Minneapolis, MN, United States Operation Hope Full timeJob Description Financial Wellbeing Coach - Small Business DEPARTMENT: HOPE Program Operations ACCOUNTABILITY: Reports to Director of Operations LOCATION: U.S. Bank Minneapolis, MN (Hope Inside) JOB SUMMARY About Operation HOPE: Operation HOPE is a non-profit organization committed to fostering economic empowerment and financial inclusion. Through our...
-
Minneapolis, MN, United States Operation Hope Full timeJob DescriptionIs this your next job Read the full description below to find out, and do not hesitate to make an application. Financial Wellbeing Coach – Small BusinessDEPARTMENT: HOPE Program OperationsACCOUNTABILITY: Reports to Director of OperationsLOCATION: U.S. Bank Minneapolis, MN (Hope Inside)JOB SUMMARYAbout Operation HOPE: Operation HOPE is a...
-
Financial Wellbeing Coach, Homeownership
4 weeks ago
Minneapolis, United States Operation Hope Full time $58,650 - $60,000Job DescriptionHave you got the right qualifications and skills for this job Find out below, and hit apply to be considered. Financial Wellbeing Coach –HomeownershipDEPARTMENT: HOPE Program OperationsACCOUNTABILITY: Reports to Director of OperationsABOUT OPERATION HOPE: Operation HOPE is a non-profit organization dedicated to promoting financial dignity,...
-
Financial Wellbeing Coach, Homeownership
4 weeks ago
Minneapolis, United States Operation Hope Full timeJob Description Financial Wellbeing Coach –HomeownershipDEPARTMENT: HOPE Program OperationsACCOUNTABILITY: Reports to Director of OperationsABOUT OPERATION HOPE: Operation HOPE is a non-profit organization dedicated to promoting financial dignity, economic empowerment, and homeownership opportunities. Our mission is to provide individuals and families with...
-
Financial Wellbeing Coach, Homeownership
4 weeks ago
Minneapolis, United States Operation HOPE Full timeJob Description Financial Wellbeing Coach -HomeownershipDEPARTMENT: HOPE Program OperationsACCOUNTABILITY: Reports to Director of OperationsABOUT OPERATION HOPE: Operation HOPE is a non-profit organization dedicated to promoting financial dignity, economic empowerment, and homeownership opportunities. Our mission is to provide individuals and families with...
-
Financial Wellbeing Coach, Homeownership
4 weeks ago
Minneapolis, MN, United States Operation Hope Full timeJob DescriptionHave you got the right qualifications and skills for this job Find out below, and hit apply to be considered. Financial Wellbeing Coach –HomeownershipDEPARTMENT: HOPE Program OperationsACCOUNTABILITY: Reports to Director of OperationsABOUT OPERATION HOPE: Operation HOPE is a non-profit organization dedicated to promoting financial dignity,...
-
Senior Business Systems Analyst
1 month ago
Minneapolis, Minnesota, United States Ameriprise Financial Full timeJob SummaryThe Senior Business Systems Analyst will play a key role in identifying business requirements and process improvements. This includes creating project and process specifications, conducting quality inspections, and facilitating requirement gathering and alignment with business and technology partners. The ideal candidate will have strong written...
-
Sales Business Development Manager
7 days ago
Minneapolis, Minnesota, United States Ameriprise Financial Full time• As a Regional Sales Manager at Ameriprise Financial, you will play a pivotal role in driving sales growth and business development across a designated territory. Your expertise in coaching and mentoring sales teams will be instrumental in identifying and addressing areas for improvement, and devising strategies to boost client acquisition and retention....
-
Senior Business Systems Analyst
1 month ago
Minneapolis, Minnesota, United States Ameriprise Financial Full timeAbout the Role:The Senior Business Systems Analyst will play a key role in identifying business requirements and process improvements, creating project and process specifications, and conducting quality inspections. This individual will facilitate requirement gathering and alignment with business and technology partners, while supporting projects under the...
-
Senior Accountant- Financial Reporting
4 weeks ago
Minneapolis, United States Ameriprise Financial Full timeProvide management and oversight to the production of financial reports and various regulatory filings to ensure regulatory requirements are met. Assist in establishing department controls, policies, procedures and deadlines needed to complete financial statements timely and accurately. Provide mentoring, direction and training to staff. Lead or assist with...
-
Minneapolis, Minnesota, United States Verizon Wireless Full timeAbout the RoleWe are seeking a skilled Business Development Representative to join our team at Verizon Wireless. In this role, you will be responsible for introducing small and medium business customers to our latest high-tech 5G products and services. You will interact with our customers in the retail store, digitally, and through outbound prospecting,...
-
Ameriprise Financial Paralegal
7 days ago
Minneapolis, Minnesota, United States Ameriprise Financial Full timeJob Summary: We have an exciting opportunity at Ameriprise Financial as a Paralegal to assist attorneys in executing legal transactions in support of insurance company matters. Manage variable insurance product SEC registration statements and prospectuses. Manage FINRA Form BD filings. Research laws, draft correspondence, and respond to various internal and...
-
minneapolis, United States Creative Financial Staffing Full timeWhy Take this Finance Manager Opportunity?- Employee First Culture- Opportunities for Advancement in this Growing Organization- On site with Flexibility and Work Life BalanceFinance Manager Position Overview- We are currently working with a highly-respected Twin Cities based organization who is experiencing strong growth and is looking to hire a Finance...
-
minneapolis, United States Creative Financial Staffing Full timeWhy Take this Finance Manager Opportunity?- Employee First Culture- Opportunities for Advancement in this Growing Organization- On site with Flexibility and Work Life BalanceFinance Manager Position Overview- We are currently working with a highly-respected Twin Cities based organization who is experiencing strong growth and is looking to hire a Finance...
-
Financial Advisor in Training
4 weeks ago
Minneapolis, United States Ameriprise Financial Full timeThe Financial Advisor in Training position is intended for those who want to become a financial advisor in a team environment. As a Financial Advisor in Training, we provide necessary support to obtain your Series 7 and 66 and life insurance licenses as you start getting exposure to working with clients by scheduling appointments for our financial advising...
-
Account Manager
6 days ago
Minneapolis, Minnesota, United States Verizon Wireless Full timeAbout This RoleWe are seeking an experienced Account Manager to lead our retail sales efforts in small business sales. As a key member of our team, you will be responsible for driving sales growth, expanding our customer base, and delivering exceptional customer experiences.Key ResponsibilitiesDevelop and execute sales strategies to achieve sales targets and...
-
Regional Director AFIG East
3 weeks ago
Minneapolis, United States Ameriprise Financial Full timeAs a Regional Director, you will promote sales of investment products towards achieving sales revenue and yearly growth goals within a region. You will coach advisors in the development and delivery of sales strategies and goals. Additional responsibilities include ensuring strategic execution, monitoring associated metrics and delivery of contractual...
-
Director - Mutual Fund Product Management
6 months ago
Minneapolis, United States Ameriprise Financial Full timeThe Director - Mutual Fund Product Management within the Wealth Management Solutions (WMS) group is responsible for mutual funds, closed-end funds and 529 product lines. In this role you will be responsible for oversight of product approval and competitive intelligence, development of product strategy and policy, as well as involvement in overall P& L...
