Finance Coach

Position SummaryWe are seeking a relationship-driven Financial Coach to help individuals better understand their financial habits, budgeting behaviors, and the tools and resources available to support their goals. This is not a financial advisor role. Instead of directing people on what to do with their money, this position focuses on education, behavior-based coaching, and building confidence.

Key ResponsibilitiesConduct one-on-one financial coaching sessions using a supportive, nonjudgmental approachHelp individuals build a clear picture of where their money is going and identify opportunities to move more spending toward savingsGuide clients through a three-session coaching experience, with the first session focused on creating a visual snapshot of spending and financial habitsBuild trust and rapport quickly during 60-minute sessions where clients may share personal financial informationPersonalize coaching conversations based on each individual's needs and goalsEducate clients on available financial tools, resources, and support optionsPromote awareness of coaching services and related offerings through outreach and lead generation effortsSupport pilot programs and ongoing improvements to the coaching experience