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Financial Empowerment Coach

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Published 25 days ago

 

Position: Financial Empowerment Coach                           Salary Grade: 3

Position Class: Learned Professional                                      

Supervises:  N/A 

Reports to: Lead Financial Empowerment Coach                        

FLSA: Exempt


JVS is a non-profit, non-sectarian agency. Our mission is to empower individuals from diverse communities to find employment and build careers, and to partner with employers to hire, develop and retain productive workforces. 

 

JVS provides a broad range of services including adult education, skills training, job readiness training, job placement and support, and access to post-secondary education. JVS assists employers in their search for well- qualified job applicants and their initiatives to upgrade the skills of their incumbent workforce. 

 

POSITION SUMMARY: 

 

In partnership with Boston Builds Credit (BBC), this position will be working on the Community College Credit Building Initiative (CCCBI), which is seeking to support students who are “non-traditional” students with an emphasis on students of color, immigrants, and first-generation students.  CCCBI seeks to address wealth inequality in Boston by uplifting and empowering low-moderate income college students to build credit and take control of their finances, which will, in turn, ensure that more college students successfully graduate. Studies show that college graduates earn significantly more money and have higher net worth than those with only a high school education.   

 

The Financial Empowerment Coach will provide 1:1 financial coaching and financial education workshops at community colleges in the Boston area including Bunker Hill Community College (BHCC), Roxbury Community College (RCC), and Benjamin Franklin Institute of Technology (BFIT). The financial empowerment coach will conduct outreach to the students of BHCC, RCC, and BFIT.  

 

The JVS financial empowerment coach provides financial coaching and guidance to empower clients to set and reach their financial goals. Financial coaching activities generally focus on goal setting, budgeting, building credit, and identifying opportunities to increase savings and decrease debt.  The coach connects students to community resources such as career path programs, income supports, free tax assistance and basic needs assistance.  The Financial Empowerment Coach will have multiple meetings with each client and track progress of individual participants, provide information needed for funder reports, and participate in regular team meetings.  

 

 ESSENTIAL JOB FUNCTIONS: 

 

  • Provide financial coaching confidentially with clients to develop plans of action that are intended to empower clients to reach their financial goals and achieve financial stability. 
  • Track and meet financial coaching outcomes (ex. Enrollment, multiple meetings, financial outcomes) set by the agency and funders. 
  • Develop and maintain a system to follow-up with clients in order to achieve individual and agency objectives. 
  • Manage financial coaching data using a database system and internal spreadsheets. 
  • Refer clients to internal and community resources. 
  • Develop and regularly lead workshops, seminars, and events with students. Introduce students to credit, why it is important, and provide fundamentals on how to establish and maintain good credit.  
  • Build a pipeline of students interested in regular coaching through workshops (webinars), phone calls/texts/emails, and other marketing methods. 
  • Maintain up-to-date knowledge on financial topics. 

 

Build relationships, collaboration and teamwork: 

  • Identify and cultivate strategic partnerships with BHCC, RCC and BFIT staff to ensure financial coaching services are integrated with relevant academic and administrative departments. 
  • Create a coaching environment with clients where you listen and ask open ended questions, act as a thinking partner, inspire ownership, and partner with a client to improve their financial well-being. 
  • Work collaboratively with the financial coaching team to continually improve delivery of high quality financial coaching services to participants. 
  • Establish and maintain harmonious working relationships with key stakeholders (participants, partner organizations, funders etc.) 
  • Support and promote the mission and philosophy of JVS both internally and outside the agency. 
  • Regularly attend conferences, trainings, and meetings set by the financial community, internal teams, and funders. 

 

Administrative/Communication: 

  • Enter data from your clients into the database accurately and in a timely manner. 
  • Complete program summary reports for funders, JVS Leadership, and other stakeholders. 
  • Communicate regularly with supervisor to ensure smooth delivery of services. 
  • Resolve disagreements and conflict in a professional and productive manner. 
  • Perform other duties as requested. 

 

MINIMIUM QUALIFICATIONS AND EXPERIENCE: 

  • 2-4 years of experience in the financial coaching field with excellent knowledge of coaching tools and strategies. 
  • Familiarity and comfort with personal financial concepts and coaching. 
  • Strong written and oral communication skills required. 
  • Strong Microsoft Office Suite skills required. 
  • Ability to deal tactfully and effectively with a diverse group of clients.  
  • Knowledge of Boston community resources and web-based resources preferred. 
  • Outstanding interpersonal, communication, and organizational skills. 
  • Experience using Salesforce is a plus. 
  • Bilingual abilities are a plus (Spanish/English). 
  • Ability to work as part of a team as well as independently. 
  • Ability to work with a multi-cultural environment. 

 

EDUCATION REQUIRED:  

Associates Degree in Human Services, Financial Planning, Psychology, or other related field. 

 

KEY COMPETENCIES:  

Promoting Agency Initiative 

Building Relationships, Collaboration, and Teamwork 

Adapting to Change 

Accountability and Results Focused 

Communication Skills 

Cultural Competency and Respect 

Planning/Organizing 

 

JOB COMPETENCIES: 

Financial knowledge via demonstrated proficiency in financial topics 

Delivery of coaching services 

Delivery of financial education workshops 

Client progress tracking 



MENTAL DEMANDS:                                       PHYSICAL DEMANDS: 

Reading                      Language                     Sitting                Attendance 

Detailed work                Math                         Speaking             Listening 

Confidentiality                Multiple concurrent tasks 

Problem Solving               External contacts 

Verbal and Written communication 

 

WORKING CONDITIONS: Position is currently remote but once the colleges are re-opened this position will be part-time to full-time at the community colleges including but not limited to BHCC, RCC, or BFIT and include occasional travel to JVS’s office. 1-2 nights a week and occasional weekend availability are required for this position.  

 

JVS CULTURE: JVS is strongly committed to diversity and a workplace environment that respects, appreciates and values employee differences and similarities. By providing and supporting a work culture that fosters and builds upon diversity and its strengths, JVS will better serve our local communities and continue to provide quality services. 

 

JVS is an employment-at-will organization and an equal opportunity employer committed to maintaining a work and learning environment free from discrimination on the basis of sex, race, color, religion, national origin, pregnancy, gender identity, sexual orientation, marital/civil union status, ancestry, place of birth, age, citizenship status, veteran status, political affiliation, genetic information or disability, as defined and required by state and federal laws. Additionally, JVS prohibits retaliation against an applicant or employee because he or she has engaged in protected activity under the statutes prohibiting discrimination in the workplace. 

 

Position: Financial Empowerment Coach                           Salary Grade: 3

Position Class: Learned Professional                                      

Supervises:  N/A 

Reports to: Lead Financial Empowerment Coach                        

FLSA: Exempt


JVS is a non-profit, non-sectarian agency. Our mission is to empower…

Details at a Glance

  • Time Commitment
    Full Time Schedule
  • Education
    2-Year Degree Required

Location

Temporarily Remote
Work must be performed in or near Boston, MA
Associated Location
75 Federal Street, Boston, MA 02110, United States
3rd Floor

How to Apply

Please apply directly on our website with a copy of your resume and cover letter.

Please apply directly on our website with a copy of your resume and cover letter.

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