Bilingual Small Business Financial Wellbeing

Key Responsibilities

• Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
• Analyze financial information obtained from clients to determine strategies for meeting client’s financial objectives.
• Provide guidance on business plan creation, business operations, marketing strategies, and growth opportunities.
• Facilitate small business workshops and training sessions covering credit and money management and various aspects of entrepreneurship.
• Answer client’s questions about the purpose and details of financial plans and strategies.
• Deliver engaging content on topics such as business planning, financial management and marketing.
• Ability to deliver 8-Week Business Development Programs as assigned throughout the year.
• Connect clients with relevant resources, networks, and support services.
• Stay informed about government programs, grants, and other opportunities available to clients.
• Collaborate with community partners to enhance the support system for entrepreneurs.
• Monitor and evaluate the progress of small businesses through coaching sessions and regular assessments.
• Evaluate the impacts and outcomes of clients during the coaching program.
• Provide feedback to clients and adjust coaching plans as needed.
• Network and engage with local businesses, chambers of commerce, and community organizations.
• Represent Operation HOPE at networking events and enhance program visibility.

Qualifications

• Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.
• Flexibility to deliver evening workshops to meet clients needs as determined.
• Comfortable with meeting monthly and annual production goals.
• Ability to meet tight deadlines and maintain effective time management.
• Proven experience in small business coaching, consulting, or entrepreneurship.
• Strong knowledge of business planning, financial management and marketing strategies.
• Ability to empathize with and understand the unique challenges faced by small business owners.
• Strong presentation skills, both in-person and virtually.
• Possess cultural competency and the ability to support diverse backgrounds.
• Multitask oriented – the right candidate must have the ability to begin, manage and complete several projects and program relationships simultaneously.
• Excellent communication and interpersonal skills.
• Proficiency in MS Word, Excel, and PowerPoint will be required in this position.
• Access to personal transportation that will allow them to travel within the designated market.