Financial & Business Success Coach

Capstone Community Action•Morrisville, VT

10d•$56,160•Onsite

About The Position

The Financial and Business Coach, located in our Morrisville Vermont office, partners with individuals, families, and aspiring entrepreneurs to strengthen financial wellness, build assets, and create pathways to economic opportunity. Through financial coaching and small business development support, this role helps participants achieve greater financial security and turn their goals into reality. From budgeting, credit, and savings to business planning and entrepreneurship, you’ll provide the tools, guidance, and connections people need to build stability, achieve their goals, and thrive.

Requirements

Associate's degree; or a comparable combination of relevant work experience and training.
Experience in small business development or management.
Basic bookkeeping or accounting experience, or experience managing a budget.
Experience in personal finance management, personal finance coaching, and credit building.
Demonstrated competence and sensitivity in working with low-income individuals and families seeking to become economically self-sufficient.
Experience in group facilitation and training.
Experience in marketing and public relations.

Nice To Haves

Experience owning a business or being self-employed.

Responsibilities

Partner with individuals, families, and aspiring entrepreneurs to strengthen financial wellness, build assets, and create pathways to economic opportunity.
Provide financial coaching and small business development support.
Help participants achieve greater financial security and turn their goals into reality.
Provide tools, guidance, and connections for budgeting, credit, savings, business planning, and entrepreneurship.
Facilitate group training sessions.
Engage in marketing and public relations activities.