Financial Opportunity Coach

About the role

The Financial Opportunity Coach will work in Jefferson City with some travel to Linn to provide direct services to CMCA members. Responsibilities include financial counseling and coaching to engage, teach, and motivate members regarding their personal finances. Services are primarily delivered in a one-on-one counseling format, with opportunities to conduct classes and workshops on topics such as budgeting, credit building, and banking products. The coach will collaborate with Family Success Coaches and Resource Coordinators to ensure members achieve goals and access necessary services.

Responsibilities

• Provide one-on-one financial counseling and coaching to members
• Conduct classes and workshops on financial topics such as budgeting, credit building, and banking products
• Collaborate with Family Success Coaches and Resource Coordinators to support member goal achievement

Requirements

• Associate degree in finance, accounting, business, or a related field
• Bachelor’s degree preferred
• At least one year of professional experience working with personal finances, particularly in budgeting, asset building, and credit building
• Preferred experience in the financial sector, including banking, lending, insurance, or investments

Benefits

• Excellent insurance package
• Generous paid vacation and sick time
• 10 paid holidays
• 2-week paid winter break
• Opportunities for overtime
• Opportunities for advancement

Pay

$19 per hour

Schedule

8-hour workday, Monday through Friday