Financial Coach

Position: Financial Coach 
Status: Part-Time, PRN (per circumstance and as needed)
Reports To: Clinical Director of Employer Services 
Location: Remote
 
Compensation: 
•    Bachelors (or equivalent):  $25 - $70 
•    Masters: $70 - $135 
•    PhD/Doctorate: $130 - $165 

What You'll Do:
•    Finding connections to financial resources
•    Coordinating and helping to complete a comprehensive assessment addressing the client’s goals and where they are in their financial journey.
•    Meeting with client 1-5 times per week in the community, home or remote settings for coaching and to monitor client progress, with follow-up calls as appropriate.
•    Creating short and long-term personal goal plans; daily tracking of progress through case notes.
•    Providing connections to endorsed community resources.
•    Other duties as assigned


What You'll Bring:
•    Minimum of a Bachelors Degree or equivalent
•    Minimum of 3 years of experience in financial coaching, counseling or advising
•    Valid Accredited Financial Counselor (AFC) certification
•    Ability to work independently and as part of a multidisciplinary team.
•    Excellent written and oral communication, interpersonal, and organizational skills.
•    Comfort and quick learning curve with technology on day-to-day tasks (i.e. Microsoft Office, Salesforce)
•    Valid driver's license and reliable transportation.

Ideally you have (but not required):
•    Experience with clients with behavioral health diagnoses
•    Experience with corporate employees
•    Knowledge of behavioral health, psychology or the healthcare industry
•    Demonstrated engagement in community service initiatives, particularly those focused on underserved communities.
•    An understanding of social responsibility and how to contribute positively to the well- being of others.

What we'll bring:

• A collaborative and supportive culture focused on your personal and professional growth.
• Weekly supervision with your supervisor.
• 24/7 access to clinical support while on a case.
• Regular paid professional development meetings covering a variety of professionally relevant topics.
• Flexible Schedule

This position is part-time and per circumstance only, and hours are not guaranteed per week. Coaches on our staff list are contacted on an as-needed basis for cases as they arise.


Commitment to Diversity, Equity, Inclusion, and Belonging

We encourage applications from all interested individuals, including but not limited to people of color, women, those with disabilities, LGBTQIA+ individuals, immigrants, veterans and anyone else who has faced discrimination or oppression as a result of their identities. We are committed to promoting an environment that celebrates diversity, equity, inclusion and belonging in all areas of our organization. We strive to foster an inclusive workplace where everyone feels welcomed, respected, and valued. We embrace differences of all kinds, such as age, race, ethnicity, gender, sexual orientation, gender identity or expression, physical ability, religion, veteran status, national origin, and socioeconomic background, among others. 
 
We understand that diversity goes beyond visible differences and encompasses a vast array of characteristics, experiences and beliefs. We actively seek individuals with diverse backgrounds, whether from minority or majority groups, to join our team because we believe this enriches our company culture and enhances the services to our clients. Also, studies have shown that folks of historically marginalized groups will often only apply to a job if they meet or exceed the listed qualifications. So regardless of your background, if you believe that you could be a good fit for our company, but don’t quite hit every requirement, please do still apply, we would love to hear from you!

These statements are intended to confirm our commitment to creating an inclusive workplace—they are not intended to exclude any individual. We are an equal opportunity employer; we do not discriminate in hiring or any other employment decisions based on any protected category.