A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
Financial Coach New Community Corporation - 3.5 Newark, NJ Job Details Part-time $35 an hour 1 hour ago Qualifications Case documentation in social services Investment Personal service client interaction documentation Spanish Google Workspace Coaching Promoting bank products Mid-level Salesforce Cloud Bachelor's degree Managing clients in a finance role Budget planning Financial product expertise Client referral services Financial goal setting advisory services Financial needs assessment Lending CRM system proficiency Productivity software Progress documentation Workshop facilitation experience Referral coordination Individual counseling Communication skills Promoting bank services Teaching Community resource coordination Specialization in financial literacy instruction
Full Job Description Job Description:
Shift:
Mon,Tue,Wed,Thu,Fri The Financial Coach provides direct services to low- to moderate-income individuals who are enrolled as Financial Opportunity Center participants. Financial counseling and coaching involve an ability to engage and motivate clients, a strong understanding of personal finances, and the ability to teach that knowledge to others. The financial coach is responsible for assisting clients in developing plans of action that are intended to help the client reach their goals and achieve financial stability. The financial coach is expected to focus services in a one on one counseling format. However, the coach also conducts classes and workshops on topics such as budgeting, credit building, and banking products. Assist clients in resolving current financial situations, while providing a wide lens on their financial health to shift the approach to proactive financial management Work with clients to complete a very detailed financial assessment Develop workshop materials or tailor existing materials to meet the needs of the community Develop and facilitate Workshop topics that are relevant to the community, and may include topics such as: budgeting, savings, banking products, credit building, identity theft, and more. Use Family Financial Tracker on Salesforce (FFT), a client management system, to document and reflect the outcomes of clients accurately and in a timely manner Complete Combined Financial Assessment (CFA) for financial counseling clients Work with mainstream financial institutions to understand the needs of the community so they can provide products and services that fit Create a network of referral organizations to help you assist the client meet his goals (e.g. local housing counseling agency, legal aid, etc.) Maintain an active role within the
LISC FOC
local, regional, and national network for knowledge sharing and the implementation of best practices and tools.
Experience and Skills:
Bachelor Degree from a four year accredited institution Experience working in an urban community 1-2 work experience in the financial sector (banking, lending, insurance, investment) is a plus. Strong verbal and written communication skills Knowledge of federal and state financial aid policies Proficient in Microsoft Office Suite and Google Workspace Bilingual/Spanish a plus but not required
