Manager, Financial Coach

About the role

Financial Coaches support Per Scholas Learners and Alumni on their journey toward financial stability and long-term wealth building. This role combines one-on-one financial counseling, group education, and resource navigation to help Learners overcome barriers during training, successfully transition into employment, and achieve their personal financial goals.

Responsibilities

• Direct Coaching & Counseling
  • Provide one-on-one Financial Coaching to Learners and Alumni, focusing on financial goal-setting, behavior change, and long-term financial wellness.
  • Help Learners effectively manage credit, debt, personal banking, and daily money management.
  • Support learners in developing personalized financial action plans, including budgets, savings goals, credit repair strategies, and debt repayment plans.
• Group Workshops & Educational Curriculum
  • Develop, facilitate, and implement engaging Financial Coaching content and workshops on core financial topics.
  • Create and maintain dynamic national and local tools, including articles, tip sheets, and instructional worksheets.
• Resource Management & Navigation
  • Build and maintain strong relationships with community organizations and government agencies to provide credible referrals for complex financial matters (e.g., bankruptcy, small business startups, foreclosure prevention).
  • Inform, screen, track, and monitor Learner access to available direct support funds.
• Data Management & Reporting
  • Document all coaching sessions, Learner/Alumni goals, and case metrics accurately in Salesforce.
  • Track and report both quantitative and qualitative outcomes related to financial capability (e.g., budget adoption, savings growth, credit score improvement).
  • Support overall program evaluation efforts by collecting and sharing success stories and Learner/Alumni feedback.
• Program Development & Collaboration
  • Participate in regular conferencing with the Financial Coaching team, Learner Support Team, and broader Per Scholas staff to ensure integrated support and targeted client interventions.
  • Contribute to innovation projects and alumni engagement initiatives that promote continued financial growth and enhance wellness programming.
• Professional Development
  • Maintain relevant Financial Coaching accreditations and stay updated on the latest developments, local policies, and trends in the financial education field.

Requirements

• Education & Experience
  • Bachelor’s degree required.
  • 2–4 years of relevant professional experience.
• Certifications
  • Active Financial Coaching certification or license required (e.g., AFC® or equivalent).
• Skills & Competencies
  • Comfortable utilizing Microsoft Office (Word, Excel, PowerPoint), Google Suite, Salesforce, Slack, Zoom, and Canva.
  • Strong public speaking, presentation, and written communication skills; exceptional attention to detail and time management.
  • Passion for personal finance, financial education, economic justice, and equity.
  • Dedicated to working with diverse populations from a strength-based perspective.
• Preferred Qualifications
  • Experience in organizational training and development or learning and development (L&D).
  • Experience collaborating with and coaching adult learners (18+).
  • Knowledge of workforce development systems.

Salary Range

The salary range for this role is $60,000 - $70,000/year. The salary difference is typically determined by several factors, including the geography where the selected candidate resides and alignment with qualifications and experience.

Benefits & Perks

• Holidays & PTO: Over 40 days of paid time off each year through a mix of holidays, vacation, and sick/personal time!
• Full-Time Benefits Eligible Employees: Access to multiple medical plans through Cigna or Kaiser Permanente (where available), with options to fit your needs. Also, access to a Health Reimbursement Account (HRA) that reimburses eligible out-of-pocket expenses, up to $4,000 for individuals and $8,000 for families.
• Dental and Vision Insurance: Two dental plan options and a vision plan.
• Retirement Savings: 401(k) plan with a current 100% employer match on contributions up to 6%, eligible employees are offered entry and full vesting after 90 days with the company.
• Employee Assistance Program (EAP): Free, confidential, 24/7 access to counseling, legal support, and financial resources for employees and their household members.
• Additional Benefits & Perks: Access to employer-paid life and AD&D Insurance, as well as employer-paid short-term disability coverage, with the option to elect additional life coverage and long-term disability insurance. Flexible Spending accounts are available for healthcare, dependent care, and commuting expenses. Per Scholas also offers a range of voluntary benefits, including: Accident, Critical Illness, Hospital Indemnity, Legal Services, and Pet Insurance. Additional resources include healthcare concierge support, financial wellness tools, and employee discount programs.

Questions?

If you have any questions about this role, please feel free to email our Talent team at jobs@perscholas.org. We look forward to viewing your application!

Equal Employment Opportunity

We're proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity or national origin.

PII Policies

Non-Discrimination Policy