Financial Coach
1 week ago
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
3 weeks ago
washington, United States Greater Washington Urban League Full timeGeneral 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 Wellness Coach
2 weeks ago
Washington, United States Greater Washington Urban League Full timeFinancial CoachAt the Greater Washington Urban League, we are seeking a highly skilled and compassionate Financial Coach to join our Career MAP team. As a Financial Coach, you will play a vital role in empowering low- to no-income families to achieve financial stability and wellness.Key Responsibilities:Provide personalized financial coaching and education...
-
Financial Wellness Coach
2 days ago
Washington, Pennsylvania, United States Greater Washington Urban League Full timeFinancial Coach Job DescriptionThe 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...
-
Seasonal Sales Associate
1 week ago
Washington, United States Coach Full timeAbout CoachCoach is a global fashion house founded in New York in 1941. Our mission is to create beautiful things, crafted to last, for you to be yourself in.Job SummaryWe are seeking a Seasonal Sales Associate to join our team. As a Sales Associate, you will be responsible for meeting customer needs through solution-oriented and forward thinking. You will...
-
Seasonal Sales Associate
1 week ago
Washington, United States Coach Full timeCoach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful things, crafted to last—for you to be yourself in. Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible. A...
-
Sales Associate III
7 days ago
Washington, United States Coach Full timeJob Title: Sales Associate IIICoach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful things, crafted to last—for you to be yourself in.Key Responsibilities:Understand organizational objectives and make decisions that...
-
Coach
2 days ago
Washington, United States LIFT Full timeJob Title: CoachAt LIFT, we are seeking a Coach to join our team. As a Coach, you will play a critical role in empowering parents to achieve their career and financial goals.Job Summary:The Coach will be responsible for facilitating one-on-one coaching relationships with parents to support them in achieving self-determined career and financial goals. This...
-
Coach
2 days ago
Washington, United States LIFT Full timeJob Title: CoachLIFT is seeking a Coach to join our team. As a Coach, you will be responsible for facilitating one-on-one coaching relationships with parents to support them in achieving self-determined career and financial goals.Key Responsibilities:Facilitate one-on-one coaching relationships with parents to support them in achieving self-determined career...
-
Branch Manager
2 days ago
Washington, Pennsylvania, United States OneMain Financial Full timeJob Title: Branch ManagerAs a Branch Manager at OneMain Financial, you will be responsible for creating a customer-centric environment that fosters growth and development. Your role will involve leading a team of professionals to deliver exceptional customer experiences, drive sales, and meet financial goals.Key Responsibilities:Build a customer-focused team...
-
Branch Manager
1 day ago
Washington, Pennsylvania, United States OneMain Financial Full timeJob Title: Branch ManagerAs a Branch Manager at OneMain Financial, you will be responsible for creating a customer-centric environment that fosters growth and success. You will lead a team of professionals who are dedicated to providing responsible access to credit and improving the financial well-being of hardworking Americans.Key Responsibilities:Build and...
-
Branch Manager
3 weeks ago
Washington, Pennsylvania, United States OneMain Financial Full timeJob Title: Branch ManagerAs a Branch Manager at OneMain Financial, you will be responsible for creating a customer-centric environment that fosters growth and development. You will lead a team of professionals in providing loan products that meet the needs of our customers, while ensuring compliance with all policies and applicable laws.Key...
-
Director of Financial Education
2 days ago
Washington, Washington, D.C., United States InsideHigherEd Full timeJob SummaryWe are seeking a highly skilled and experienced professional to serve as our Director of Financial Education. This key role will be responsible for developing and implementing comprehensive financial education programs for students, faculty, and staff. The ideal candidate will have a strong background in financial education, excellent...
-
Chief Financial Officer
1 week ago
Washington, United States Wings Over the Rockies Air & Space Museum Full timeJob Title: Chief Financial OfficerWings Over the Rockies Air & Space Museum is seeking a highly skilled and experienced Chief Financial Officer to join our team. As a key business leadership position, the CFO will be responsible for the planning, implementation, and oversight of all financial, accounting, human resource, and administrative activities.Key...
-
Director, Negotiations Strategy and Coaching
2 weeks ago
Washington, Washington, D.C., United States KPMG Full timeJob Title: Director, Negotiations Strategy and CoachingKPMG is seeking a seasoned professional to lead our Negotiations Strategy and Coaching team. As a Director, you will be responsible for coaching client-facing leaders, pursuit teams, and firm leadership on negotiation, pricing, and commercial strategies.Key Responsibilities:Coach client-facing leaders,...
-
Financial Consulting Manager
1 month ago
Washington, Washington, D.C., United States RSM Full timeJob SummaryRSM is seeking a highly skilled Financial Consulting Manager to join our team. As a key member of our Finance and Accounting Outsourcing (FAO) practice, you will be responsible for managing the accounting and finance functions of multiple clients in a shared services environment. This role requires a strong technical financial accounting (GAAP)...
-
Chief Financial Officer
2 days ago
Washington, Pennsylvania, United States Arcland Property Company Full timeJob Title: Vice President of Accounting and Financial ReportingArcland Industries LLC is seeking an experienced accounting and financial reporting leader to join our team. As a key member of our senior management team, the Vice President of Accounting and Financial Reporting will be responsible for developing and implementing our financial management...
-
Financial Operations Specialist
4 weeks ago
Washington, Washington, D.C., United States Empirical Full timeFinancial Consultant Role at EmpiricalEmpirical is seeking a skilled Financial Consultant to join our high-performing team. As a key member of our team, you will play a crucial role in identifying, designing, and implementing improved processes that transform reporting functions.Key Responsibilities:Assist clients in optimizing their accounting and financial...
-
Financial Management Consultant
4 weeks ago
Washington, Washington, D.C., United States RSM US LLP Full timeJob Title: Financial Consulting ManagerWe are seeking a highly skilled Financial Consulting Manager to join our team at RSM US LLP. 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...
-
Chief Financial Officer
2 days ago
Washington, Pennsylvania, United States The Batten Group - Executive Search Full timeChief Financial OfficerJob SummaryThe Batten Group - Executive Search is seeking a highly skilled and experienced Chief Financial Officer to join our client, the Lupus Foundation of America. As a key member of the senior leadership team, the CFO will be responsible for overseeing and directing all finance functions and projects to support the financial...
-
Chief Financial Officer
16 hours ago
Washington, Washington, D.C., United States Michael Page Full timeExecutive Leadership Position About Our Client Michael Page is proud to partner with a leading Commercial General Contracting Construction company in the Washington DC Metro area. This esteemed organization has won numerous awards and is recognized as one of the top construction companies to work for in the DMV region. Job Description As a key member of...