Student - Money Success Center Financial Coach

Utah Valley University is seeking a student to be a financial coach in the Money Success Center.

Responsibilities

• Adhere to the Financial Coach code of conduct, including ethics, safety measures, and administrative policies and procedures.
• Attend all four monthly trainings during the semester.
• Complete a minimum of 5 hours each week in the MSC.
• Participate and show up on time to all assigned marketing tables, presentations, and client appointments.
• Mentor a new incoming coach.
• Accept personal responsibility for conduct, exhibiting behavior representative of a trained, skilled Financial Coach that instills confidence in clients.
• Dress appropriately during all MSC-related activities (see Dress Code).
• Increase professional counseling competency through class participation (FIN 4200) and staying informed about developments in financial counseling and planning.
• Understand the core purpose of helping clients help themselves, and refer clients to other resources when appropriate.
• Report immediately to the Director of the Money Success Center if put on academic probation.
• Respond within 24 hours to all appointment assignments and client correspondence.
• Show respect to clients by focusing attention during appointments (no cell phone use, emails, or eating).
• Arrive early for appointments to ensure required documentation is completed or available.
• Be cautious of food choices before appointments, marketing tables, or presentations.
• Follow up with clients as promised (e.g., sending a budget spreadsheet after an appointment).
• Stand in front of the table when working at a marketing table; avoid talking or texting on your cell phone.

Dress Code

While comfort is important, professionalism must be maintained during all MSC-related activities. Coaches are encouraged to wear MSC-branded clothing. The following guidelines apply:

• No gym shorts, sweatshirts, sweatpants, or t-shirts (except MSC t-shirts) for counseling appointments, marketing tables, or presentations.
• Jeans may be worn if they are in good condition.

Requirements

• Must be a current UVU student enrolled in the Personal Financial Planning program.

Skills & Abilities

• Commitment to professional and ethical conduct.
• Ability to mentor new coaches and work collaboratively.
• Strong communication and interpersonal skills.
• Willingness to stay updated on financial counseling and planning industry developments.
• Respect for client confidentiality and focus during appointments.
• Reliability and punctuality for all assigned duties.