Job description
Our Company:
Equus Workforce Solutions
Overview:
The Financial Coach, in coordination with facility transition services staff, will work with the participant to create a financial action plan that moves the participant toward self-sufficiency.
Responsibilities:
- Helps clients reduce expenses, access credit under better terms, increase savings, and build assets
- Screens clients for public benefits that they may qualify for
- Works directly with clients to provide high-quality financial coaching via individualized counseling
- Provides ongoing support and continue to actively engage clients to promote financial health
- Assesses clients’ financial health through one-on-one coaching and then develop a tailored set of recommendations to help clients improve their financial position and pursue their goals
- Exercises professional discretion to accurately assess each client’s unique situation and effectively develop personalized plans of action
- Provides concrete recommendations for debt reduction, credit improvement, money management, use of financial services, asset protection and the pursuit of short- and long-term goals
- Other duties as assigned
- Bachelor’s degree
- Two years of full-time work experience in personal finance, education, social services, community organizing or a related field
- Specialized knowledge in financial empowerment services to low- and moderate-income individuals
- Excellent communication and interpersonal skills; ideally coaching and facilitation skills in non-traditional settings
- Ability to exercise knowledge-based professional judgement and discretion to adapt services as needed
- Strong attention to detail with a willingness to learn new skills and techniques to promote quality, efficiency, and successful customer outcomes
The financial coach will work directly with incarcerated individuals to prepare them for futue financial success.
Bachelors degree is preferred NOT required
Salary Range: USD $26.00 - $28.00 / Hour
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