Financial Coach/Career Specialist

Responsibilities

• 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.
• Absorb and resolve 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.
• Aid 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.
• Aid 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.
• Maintain contact with clients and document outcomes in Salesforce.
• Market CWF services to and maintain relationships with employers; obtain job vacancy information and refer appropriate job candidates.
• Work closely with culturally and ethnically diverse populations; familiarize and connect them with an array of employment opportunities in fields that include: construction and trades, services, health care, industrial-related opportunities, professional opportunities, etc.
• Assist in design and implementation of outreach programs aimed at potential employers.
• Develop and maintain recruitment and placement programs with employers in and around Roxbury, Dorchester, and Mattapan and surrounding areas to cultivate and enhance employment opportunities for residents.
• Market recruitment and placement programs to employers.
• Establish and maintain close working relationships with community-based recruitment sources and with employment and training programs, as assigned.
• Refer customers to training programs and classes, and/or employment opportunities.
• Monitor a job opening referral network that includes public, private, and community-based posting of job openings and provides feedback on the appropriateness of referrals and the success of referred candidates.
• Collaborate with employers to connect residents to career opportunities.
• Identify placement opportunities through contact with public agencies as well as private commercial, industrial, and service industry organizations and developers.
• Refer prospective clients who only seeking assistance with job search to the MassHire Career Center.
• Interview and screen job seekers/clients.
• Conduct job readiness training workshops.
• Assess customer skills; perform job matching to appropriate employment opportunities.
• Meet client activity goals on a monthly, quarterly, or as needed basis.
• Create and maintain manual and electronic data and files. Ensure accuracy and completeness of records.
• Support CWF tax site with credit building and coaching services, as needed.

Qualifications

• Bachelor’s degree or equivalent and three plus (3+) years of work experience preferred.
• Experience should include working with the public and more than one (1) year in financial and/or employment coaching, training, or a related field.
• Knowledge of credit, debt, and money management; savings and non-predatory financial products and services is necessary.
• Must have the ability to work with culturally and ethnically diverse populations, including individuals in prison re-entry programs.
• Knowledge of and familiarity with local employer needs and challenges is required.
• Must have the ability and willingness to work as part of a small team across all program components.
• Proficiency with Microsoft Office and Google Suite; familiarity with Salesforce is highly desirable.
• Strong interviewing, presentation, and interpersonal skills are required.
• Proficiency in English and Spanish is strongly preferred.
• Must be available and willing to work some evenings and occasional weekends to accommodate client and program needs.
• Boston Residency Required.