Financial Coach/Career Specialist

About the role

Under the direction of the Center for Working Families (CWF) Director of Financial Empowerment, the Financial Coach/Career Specialist is responsible for assisting clients in developing a plan of action to help them reach their financial/employment goals and achieve economic stability.

Responsibilities

• Ability to articulate the mission, objectives, and programs of the CWF, the Office of Workforce Development, and the Worker Empowerment Cabinet.
• Conduct one-on-one financial coaching and engage clients in a long-term relationship.
• Assist clients in resolving existing problematic financial situations, while emphasizing proactive financial management moving forward.
• Work with individual clients to develop a budget and provide strategies for budget improvements; pull client’s credit report/score and provide strategies for credit building; document the client’s balance sheet and provide planning for increasing net worth; develop plans of action and provide tools, resources and accountability to the client to help him/her meet goals; understand income support services and connect clients to these services, as needed.
• Use Salesforce and other software to document and reflect outcomes of clients accurately and in a timely manner; complete the Combined Financial Assessment (CFA) for financial coaching clients; work with the entire CWF team to ensure that any changes to the client’s CFA (such as a new job, new benefit, or change in credit score) are properly documented.
• Assist the CWF Director, Outreach Coordinator, and Lead Financial Coach in creating recruitment, outreach, and retention strategies for participants to stay in the coaching program for 18-24 months.
• Assist the Bridge Program Manager by providing coaching to participants in that program.
• Conduct workshops as a form of outreach and education, including topics such as budgeting, saving, banking products, credit building, identity theft, and more.
• Monitor client retention and provide services to working clients; conduct general benefits screening for income supports; assist clients through the application process as needed; maintain contact with clients and document outcomes in Salesforce.
• Market CW