Financial Coach
Job Posting for Financial Coach at Center for Transforming Lives
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
The Financial Coach delivers financial coaching to program participants, both in one-on-one and group settings, with a focus on individuals currently benefiting from other Center for Transforming Lives (CTL) programs. Collaborating closely with participants, the Financial Coach supports their financial goals (increasing income, increasing savings, decreasing debt, and improving credit), offering encouragement, accountability, and maintaining continuous contact for outcomes tracking. Additionally, the Financial Coach establishes and nurtures relationships with community partners. The role also includes responsibility for either recruiting, training, and supervising volunteers to provide trauma-informed financial coaching or hosting financial literacy workshops.
RESPONSIBILITIES:
· Manages a caseload of 35-50 Financial Coaching participants, delivering trauma-informed and strengths-based coaching, guiding goal setting for each individual through in-person or virtual coaching sessions.
· Conducts intake and follow-up assessments and refers participants to other CTL programs based on participant’s needs.
· Maintains accurate and up to date participant records and program delivery information within the internal case management database at all times.
· Plans, markets, and leads bi-monthly (twice a month) financial literacy and career development workshops
· Researches and establishes partnerships with new resources for the benefit of CTL participants.
· Represents CTL at community meetings, fairs, and groups to ensure knowledge is gathered about other providers and to disseminate knowledge about CTL Economic Mobility Services.
· Ensures collaborative communication with the Economic Mobility Services Sr. Manager to ensure adequate operational knowledge across the department.
· Recruits, trains, and supervises volunteers, as required.
EDUCATION AND EXPERIENCE
· Bachelor of Social Work, other human service-related fields, or a business degree preferred.
· Experience in the Financial Coaching Model, a strengths-based, results-oriented approach to improving individuals’ financial outcomes.
· Current Financial Coaching Certification or willingness to attain within the first six months of employment.
· Familiarity with budgeting, banking services, credit, and debt management, asset building, taxes, creating a resume and cover letter, interviewing skills, benefits enrollment, and job retention.
· Experience generating and cultivating strong relationships with community partners.
· Experience working with individuals living in poverty.
· Experience in program development and evaluation for continuous improvement.
· Experience in facilitating trainings and workshops for adult learners
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Job openings at Center for Transforming Lives
Center for Transforming Lives
Fort Worth, TX
Full Time
Center for Transforming Lives
Arlington, TX
Full Time
Center for Transforming Lives
Arlington, TX
Full Time
Center for Transforming Lives
Arlington, TX
Full Time
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