Financial Wellness Coach
Cincinnati Works
Cincinnati, Ohio
financial
coach
financial
coaching
credit
coach
management
financial coaching
partnerships
community
resolving
health
growth
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December 28, 2022
Cincinnati Works
Cincinnati, Ohio
OTHER
Financial Wellness Coach
The Financial Wellness Coach supports individuals participating in Cincinnati Works services through partnerships with Community Partner organizations & Employers. The Financial Coach 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.
Key Responsibilities
1. Promote successful employment and financial growth of participants through regular contact to monitor and encourage progress and provide coaching on any issues or needs that arise.
2. 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.
- Documenting their balance sheet and providing strategies for improving net worth.
- Determining their readiness for credit building programs and other tools and resources.
3. Proactively marketing financial coaching services in conjunction with on-site job coaches and company management, as appropriate.
4. Track all participant data in Salesforce and other databases.
5. Assist the Director of Financial Wellness in developing, maintaining, and delivering financial workshops.
JOB SPECIFICATIONS
- Financial Coaching Certifications and/or training
- 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.
- 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.
- Ability to work a flexible schedule (evenings and weekends may be required)
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