Financial Coaches Needed: Make a Lasting Impact Through Financial Literacy

The need for a financial coach is simple: a financial plan, no matter how flawless, is still subject to human behavior and emotion. People spend their money based on their values and priorities, even when they can’t fully identify their motivation. Financial coaching helps residents to establish processes and gain tools for balancing the behavioral and financial needs of their family and household.

Eden Housing’s Eden Savers Program is set up to support our residents by being matched with a trained financial coach. Coaches work one-on-one with our residents to help them improve their financial well-being, set and achieve meaningful financial goals, develop action steps, provide accountability, and serve as a resource for client questions.

All aspects of the Eden Savers Program are virtual: interviews are held over the phone, training is held on Zoom, and coach/resident meetings will be held remotely as well.

Bilingual Coaches who are fluent in Spanish, Cantonese, or Mandarin requested.

Roles/Responsibilities

• Attend virtual coaching sessions twice per month, approx. 1-hour each session.
• Provide effective communication/guidance to the resident in session and occasionally through email or text.
• Review paperwork and help residents identify their financial goals.
• Answer questions and provide resources/information to help them continue their financial education.

Time Commitment/Availability

• Able to commit to an interview, submit to an online background check, and complete online training sessions prior to 6-month coaching commitment.
• 6-month commitment to meeting one-on-one with an Eden Saver 2x per month for about an hour.

Required Qualifications

• Successful coaches are active listeners, curious, goal-oriented, and able to work in partnership with their clients.
• Knowledge of personal financial management is useful but not required.
• Coaches must attend a two-part, virtual training, held on weekdays, to learn Eden’s preferred financial curriculum, coaching practices, and tools that can be used with clients.
• Coaches meet with their client every other week for 6 months; coaching sessions are generally 60 minutes.
• Access to laptop, smartphone, tablet, and stable internet.

Preferred Qualifications

• Previous financial coaching experience.
• Previous experience with low-income/underserved populations.

Tentative Schedule for 2026

January: Interested Applicants will be contacted via email

February-May: Recruiting and Interviewing potential coaches

April-June: Coach Training (at least one training session will be offered each month)

May-July: Financial Coach/Resident Matching (rolling program start dates, typically on 1st or 15th of each month. 6-month program begins when resident/coach are matched)

September-December: rolling graduations based on program start date