What are the responsibilities and job description for the Financial Wellness Coach position at Cincinnati Works?
Job Details
CINCINNATI, OH Full Time 4 Year Degree $48,000.00 - $51,000.00 Day
Description
FINANCIAL WELLNESS COACH
Are you looking for a new opportunity? One that will not only challenge you but one where you know that you are making a difference in peoples’ lives? We are hiring a Financial Wellness Coach.
COACHING PHILOSOPHY
Financial coaches believe in the Member’s own wisdom and assist them in unlocking their potential. We believe Members own their individual goals and expectations and can change their lives. Coaching is a collaborative relationship that promotes Members making positive decisions for themselves by gathering and exploring options.
The Financial Wellness Coach supports individuals participating in Cincinnati Works services. As a Financial Coach, you will assist individuals in resolving current financial situations while providing a wide lens on their financial health to shift the approach to proactive financial management. You will be responsible for providing financial wellness services to Members & attending outreach events to develop trust.
PRINCIPLE RESPONSIBILITIES: (not all-inclusive)
Qualifications
JOB SPECIFICATIONS
FINANCIAL WELLNESS COACH
CINCINNATI, OH Full Time 4 Year Degree $48,000.00 - $51,000.00 Day
Description
FINANCIAL WELLNESS COACH
Are you looking for a new opportunity? One that will not only challenge you but one where you know that you are making a difference in peoples’ lives? We are hiring a Financial Wellness Coach.
COACHING PHILOSOPHY
Financial coaches believe in the Member’s own wisdom and assist them in unlocking their potential. We believe Members own their individual goals and expectations and can change their lives. Coaching is a collaborative relationship that promotes Members making positive decisions for themselves by gathering and exploring options.
The Financial Wellness Coach supports individuals participating in Cincinnati Works services. As a Financial Coach, you will assist individuals in resolving current financial situations while providing a wide lens on their financial health to shift the approach to proactive financial management. You will be responsible for providing financial wellness services to Members & attending outreach events to develop trust.
PRINCIPLE RESPONSIBILITIES: (not all-inclusive)
- Promote successful financial growth of participants through regular contact to monitor and encourage progress and provide coaching
- Work with participants to complete a very detailed financial assessment by: documenting a budget and determine strategies for budget improvements; assessing their credit report/score and providing strategies for credit building; and documenting their balance sheet and providing strategies for improving net worth; determining their readiness for asset building programs and other tools and resources.
- Tracking all participant data in Salesforce, Change Machine and other databases.
- Assist the Director of Financial Wellness in developing, maintaining, and delivering financial workshops.
- Financial Coaching Certifications and/or training
- Demonstrated strong experience with and understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building.
- Previous work experience with low-income individuals and those living below the poverty guidelines, and the ability to provide financial counseling/coaching services in a culturally sensitive manner
- At least 1 year of management experience
- 2-5 years’ experience in coaching and/or financial services, program development, educational counseling or career pathways, and/or job coaching.
- Demonstrated experience in managing projects and coordinating the activities of multiple team members to complete a project.
- Ability to work a flexible schedule (evenings and weekends may be required)
Qualifications
JOB SPECIFICATIONS
- Financial Coaching Certifications and/or training
- At least 1 year of management experience
FINANCIAL WELLNESS COACH
- 2-5 years’ experience in coaching and/or financial services, program development, educational counseling or career pathways, and/or job coaching.
- Demonstrated experience in managing projects and coordinating the activities of multiple team members to complete a project.
- Demonstrates strong experience with and understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building.
- Previous work experience with low-income individuals and those living below the poverty guidelines, and the ability to provide financial counseling/coaching services in a culturally sensitive manner.
- Possess the ability to recognize their own vulnerability and the potential for re-traumatization, burnout, secondary or vicarious trauma, and compassion fatigue.
- Ability to work a flexible schedule (evenings and weekends may be required.)
- Bachelor's degree required. Work experience and/or post-secondary education/training demonstrating an ability to perform the duties as described.
- Experience working with the behaviors of at-risk populations.
- Strong internet and computer software skills; Outlook, Salesforce, Word, Excel, etc.
- Maintain daily files/records, logs and tracking to ensure current and organized activity
- Coordinates a variety of projects simultaneously.
- Ability to research and implement customer feedback and tracking techniques
Salary : $48,000 - $51,000