Financial Coach

InteCare•Indianapolis, IN

12d

About The Position

The Financial Coach leads Mission Ready Finances, InteCare's one-year financial wellness pilot for Veterans and Veteran families enrolled in SSVF. The coach provides eight individual sessions using Money Habitudes to help participants understand their relationship with money, build financial confidence, and make practical changes that support their goals and long-term housing stability. The role includes receiving and following up on referrals, conducting an initial Money Habitudes assessment, and providing seven follow-up coaching sessions guided by the My Money Habitudes workbook. The coach creates a supportive, judgment-free environment; helps participants identify practical financial changes and participant-led goals; monitors progress; and connects participants with appropriate resources when needs extend beyond the coach's role. With participant consent, the coach coordinates with case managers and other Veteran Services team members to support housing stability plans, and follows up after program completion to assess changes in financial knowledge, confidence, and decision-making. The coach maintains professional boundaries and does not provide legal, tax, investment, lending, or clinical advice outside the position's training and scope. The coach carries out the pilot according to its approved grant plan, timeline, budget, and performance expectations. Responsibilities include tracking participation and outcome data, maintaining accurate and confidential records, supplying updates and supporting documentation to the Director of Veteran Services for grant reports, monitoring trends and barriers, and supporting grant monitoring, evaluation, audits, and funder requests.

Requirements

High school diploma or equivalent.
At least two years of relevant experience in SSVF, Veteran services, housing stability, case management, financial coaching or education, adult education, or a related human services setting. Relevant postsecondary education, training, certification, or lived experience may be considered in place of some formal work experience.
Ability to build trust and discuss personal financial matters with empathy, discretion, curiosity, and respect.
Strong communication, facilitation, organization, follow-through, and time-management skills.
Ability to work independently, manage a participant schedule, maintain accurate documentation, and meet grant deadlines.
Comfort using Microsoft 365 and ability to learn Money Habitudes, program databases, and reporting tools.
Ability to travel within the service area and meet participants in office, community, or other approved settings.

Nice To Haves

Experience working with Veterans, people who have experienced homelessness, or households facing eviction or housing instability.
Prior experience within SSVF or another housing stabilization program.
Training or certification in financial coaching, financial counseling, motivational interviewing, trauma-informed care, or adult education.

Responsibilities

Receive and follow up on referrals from SSVF case managers and explain the voluntary program to eligible Veterans and families.
Guide participants through an initial Money Habitudes assessment to identify habits, attitudes, and experiences that influence financial decisions.
Provide seven follow-up coaching sessions using the My Money Habitudes workbook to guide discussion, reflection, and practical goal setting.
Create a supportive, judgment-free environment for participants to explore their financial patterns and how those patterns may help or create barriers.
Help participants identify realistic changes related to spending, budgeting, savings, credit, debt, banking, income, benefits, and housing-related expenses.
Develop participant-led goals and action steps, follow progress, and adjust coaching plans as needs or circumstances change.
Connect participants with reputable financial, employment, benefits, legal, credit-building, and community resources when needs extend beyond the coach's role.
Coordinate with case managers and other Veteran Services team members, with appropriate participant consent, to support participants' housing stability plans.
Follow up with participants after program completion to understand changes in financial knowledge, confidence, and decision-making.
Maintain professional boundaries and refrain from providing legal, tax, investment, lending, or clinical advice outside the position's training and scope.
Carry out the pilot in accordance with the approved grant plan, timeline, budget, and performance expectations.
Track referrals, enrollment, attendance, completed sessions, Money Habitudes progress, participant goals, follow-up contacts, and outcome measures.
Maintain accurate and timely participant records in approved systems while protecting privacy and confidential information.
Provide the Director of Veteran Services with data, narrative updates, participant feedback, success stories, and supporting documentation for grant reports.
Monitor participation and completion trends and identify barriers, lessons learned, and opportunities to improve the pilot.
Support grant monitoring, evaluation, audits, and funder requests as needed.