Job Type

Full Time


Details: Competitive salary commensurate with experience



Start Date:


Application Deadline:



1608 Walnut Street
Suite 300
United States



The Financial Coach position is part of a new collaborative pilot program between the Delaware Valley Association for the Education of Young Children (DVAEYC) and  the Women’s Economic Security Initiative (WESI), a cross-sector network of local organizations seeking to improve the financial well being of women experiencing economic insecurity in the Philadelphia region.

The Financial Coach works closely with other staff or community partners to support the Early Childhood Education (ECE) programs, centers, and schools. At DVAEYC, a strengths-based perspective and approach to coaching is utilized. Whenever possible, a mutual learning partnership is created to share responsibility and accountability for project goals. Technical assistance is customized and every effort is made to establish trust and respect for educators and program leaders. A variety of consultation strategies and practices is employed to achieve goals. Consultants must demonstrate integrity and professionalism in all contact with clients and partners and conduct business in a manner consistent with the NAEYC Code of Ethical Conduct and DVAEYC’s Mission and Core Values.

Position Description

The Financial Coach position is one of the first hires of this pilot, which offers a unique opportunity for a highly motivated individual to provide one-on-one personal financial coaching services through DVAEYC. Financial Coaching services will be offered on-site to parents/caregivers, directors, and staff of ECE centers located in Delaware County and Chester County of southeastern Pennsylvania.

The ideal candidate must be an independently motivated self-starter who works well as a member of a larger learning community. In addition to the explicit duties of the Financial Coach, the position will help the pilot meet its growth, improvement, and expansion plans.

Not to be confused with financial counselors who help address short-term problems and stabilize crises, Financial Coaches build a confidential, non-judgmental and trusting co-designed alliance with clients where the clients can achieve the future they envision. The Financial Coach provides a structure for clients to identify their own goals, develop their own solutions and have support and accountability to achieve long-term, sustainable success. The coach/client relationship is iterative whereby clients are able to grow, change, fail and rise again.

The roles of a Financial Coach are to: 1) support and build relationships with clients to identify their own financial goals through questioning and clarifying; 2) recruit teachers, directors and families as clients 3) co-create plans for achieving the goals, 4) set up an iterative accountability loop, 5) focus attention on long-term behavior changes necessary to achieve goals. 6) coach classroom teachers in implementing a financial literacy program, and; 7) facilitate a community of practice.

Primary Areas of Responsibility

Financial Coaching

  • Develop and maintain confidential, meaningful, trusting personal relationships with active and potential clients
  • Practice effective communication and goal setting/coaching skills to interact with individuals in a respectful, nonjudgmental manner, keeping in mind the uniqueness of an individual’s attitudes, beliefs, and values regarding money
  • Coach, mentor, and motivate clients to identify their financial goals and to develop and implement the steps needed to achieve those goals
  • Become familiar with community resources and services so as to provide customers with referrals to other programs to achieve specific financial goals, such as home ownership, debt consolidation, and foreclosure prevention
  • Work collaboratively with other Financial Coaches throughout the Philadelphia region as needed
  • Participate in a comprehensive financial coaching training program upon hire (including shadowing existing coaches) as well as ongoing training and professional development opportunities offered by DVAEYC and partners 

Data Management and Reporting

  • Ensure completion and maintenance of all client intake forms, privacy documents and other paperwork as needed
  • Set aside a daily and weekly time to ensure that all data entry is current and complete
  • Maintain strict confidentiality of customer information, actions, and records 

Client Recruitment & Outreach

  • Develop competency to deliver program related presentations, including program orientations and Mind Over Money workshops
  • Work with assigned centers to actively promote the program to potential clients (staff and caregivers) and create awareness about the program 

Support Learning of Women’s Economic Security Initiative (WESI)

  • As part of a new WESI pilot initiative, play an active role in supporting and deepening WESI’s learning of how best to integrate financial coaching into existing services
  • Participate in WESI work group meetings as needed to share learnings and updates
  • Track and document lessons learned and ideas for program improvement

Experience & Qualifications


  • Willing to work flexible hours to meet with clients at their preferred times which may include evenings and weekends
  • Excellent interpersonal and verbal communication skills
  • Bachelor’s Degree in Early Childhood Education (ECE); advanced degree preferred; specialized certifications welcomed
  • Related degrees and ECE experience considered
  • 2 or more years as an ECE practitioner in an early childhood program (NAEYC-accredited or PA Keystone STAR 3 or higher center preferred)
  • Minimum of 1-2 years of experience in a client- or customer-facing role
  • Internet-savvy and able to use smartphone- and laptop-based financial coaching tools to enter data and support client


  • Reliable transportation, driver’s license, and good driving record strongly preferred
  • Some experience with and understanding of topics related to financial literacy, such as financial goal setting, budgeting, credit building/rebuilding, and asset development preferred (however, coaches will receive thorough training on these topics)
  • Spanish language fluency is a plus
  • Knowledge of PA Keystone STARS and NAEYC accreditation and developmentally appropriate practices for ECE
  • Ability to employ a variety of consultation and coaching strategies that are based on appropriate and culturally competent practices and the NAEYC Code of Ethical Conduct
  • Capacity to align consultation with professional development content

Personal Qualities

  • Outgoing people-person with the ability to quickly form positive relationships
  • Demonstrated ability to connect, build trust, and interact effectively with individuals from all racial, ethnic, religious, and socio-economic backgrounds
  • Highly organized and motivated self-starter with the ability to work independently
  • Flexible and adaptive with the willingness to learn new skills and techniques to ensure quality and successful client outcomes
  • Great listener and strong communicator with patience, creativity, and compassion
  • Preference given to candidates who have personal experience with financial insecurity
  • Demonstrated ability to work independently and as part of a team
  • Demonstrated effective organizational, communication, and time management skills


This full-time position comes with an extensive benefits package including healthcare at date of hire, life and disability insurance, retirement planning support, and ongoing professional development after an initial review period.

Level of Language Proficiency

English - required; Spanish - preferred

Professional Level


Minimum Education Required

4-year degree

How To Apply

Please send your cover letter, resume, and contact information for three references (one may be a personal reference) to by April 20, 2018. Visit for more information about our organization.