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CAPSTONE COMMUNITY ACTION INC

CED Financial & Micro Business Coach

Career Insights for Personal Financial Advisor (General)

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What they do

A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.

$107,700 / year median in Vermont

+7% projected growth

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Job Description

Since 1965, Capstone Community Action has supported individuals and families in Central Vermont in achieving stability and rising out of poverty. Guided by Capstone's mission to create resilient households and communities and to advance justice in social, economic, and environmental policy, our programs and services focus on supporting individuals and families in making ends meet, building stronger families, creating warm and healthy homes, and opening doors to economic opportunity. Do you believe everyone deserves an opportunity to thrive? Do you want to help Vermonters build a stronger financial future? The Financial & Micro Business Coach is responsible for delivering financial capability and micro-business development services that promote financial stability, asset building, and economic opportunity for individuals, families, and small business owners throughout Vermont.
Position:
Capstone is looking for a Financial & Micro Business coach for our Morrisville, VT location. This position provides financial education workshops and individualized coaching on budgeting, bill payment, credit improvement, debt reduction, student loans, savings strategies, and other personal finance topics. The Financial & Micro Business Coach also provides technical assistance and business counseling to start-up and expand businesses, including business planning, referrals to supportive services, advocacy, and training for current and aspiring low-to moderate-income entrepreneurs.
Qualifications:
B.A. or higher degree, preferably in community organizing, community development. personal finance management, planning or human services; or a AA and nationally recognized accreditation in Financial Counseling or Financial Coaching; or a comparable combination of relevant work experience and training. 3+ years' in experience in personal finance management, personal finance coaching, and credit building, including demonstrated competency and sensitivity in working with low-income individuals and families seeking to become economically self-sufficient. 4 years' experience in small business development or management, with experience owning a business or being self-employed referred. Basic bookkeeping or accounting experience or experience managing a budget. Experience in group facilitation Experience in marketing and public relations Why Join Capstone? Full Time (32-40-hours per week)
Benefits Include :
Generous Paid Time Off Medical & Dental insurance 401(k) with employer match! Life Insurance Plan Flexible Work Schedule Ongoing Professional Development Competitive Annual Salary of $56,160! A mission you can be proud of! If you need assistance or accommodation in the application process, please contact us at 802-479-1053. Capstone Community Action is an equal opportunity employer. We encourage applications from all qualified individuals and consider applications for employment without regard to any characteristic protected by federal, state, or local laws .