Financial Coach (Lewis/Pacific)

America Works of New York • Seattle, WA

19d • Onsite

About The Position

America Works of Washington, Inc., a socially conscious organization committed to helping individuals achieve economic self-sufficiency, is seeking a Financial Coach to provide participant-centered financial coaching and support within a workforce development program serving Lewis County, WA. The Financial Coach helps participants improve financial stability, build financial confidence, strengthen economic mobility, and work toward long-term financial security. This role provides individualized coaching to help participants understand their financial situation, identify goals, overcome barriers, and develop practical strategies related to budgeting, savings, credit building, debt management, and asset development. The Financial Coach also supports participants in navigating income supports and basic needs resources, including programs such as TANF, SNAP, housing assistance, transportation assistance, and other community resources. The role may facilitate financial literacy workshops on topics such as budgeting, credit, savings, banking, debt management, and financial planning. Working as part of the Career Success Team, the Financial Coach collaborates with Career Coaches, Eligibility Specialists, employers, training providers, and community partners to provide coordinated support that strengthens employment success, retention, and long-term economic mobility. The ideal candidate enjoys working directly with people, building relationships, and helping individuals develop practical strategies to improve their financial well-being. Experience in financial coaching, personal finance, case management, benefits navigation, customer service, workforce development, social services, or other participant-focused roles is valued. Women, minorities, bilingual or multilingual candidates, and individuals with lived experience navigating financial or employment barriers are encouraged to apply.

Requirements

• Associate or bachelor’s degree in finance, business, human services, social work, workforce development, counseling, education, or a related field preferred; equivalent combination of education, training, and relevant experience will be considered.
• Experience providing financial coaching, case management, customer service, benefits navigation, workforce development, social services, or other participant-focused support preferred.
• Understanding of personal finance concepts, including budgeting, savings, credit building, debt management, and financial goal setting.
• Ability to understand and navigate income supports and basic needs resources, including TANF, SNAP, housing assistance, transportation resources, and other community supports.
• Strong verbal and written communication skills with the ability to explain financial concepts clearly to individuals and groups.
• Ability to build trusting relationships with individuals from diverse backgrounds and support participants facing financial or employment barriers.
• Strong organizational skills with the ability to manage multiple priorities, maintain accurate documentation, and meet deadlines.
• Ability to adapt to changing tasks, priorities, and participant needs.
• Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint.
• Ability to work onsite and provide in-person services to participants.

Nice To Haves

• Familiarity with CRM systems, client management systems, Microsoft Teams, SharePoint, or similar platforms preferred.
• Ability to facilitate workshops or group education sessions preferred.
• Bilingual or multilingual communication skills preferred, particularly languages relevant to the communities served.

Responsibilities

• Provide one-on-one financial coaching and support to program participants.
• Conduct financial assessments to understand participant income, expenses, financial goals, barriers, and areas for support.
• Help participants develop individualized financial action plans with goals, strategies, resources, and follow-up steps.
• Support participants with budgeting, savings strategies, credit building, debt management, and improving financial confidence.
• Provide ongoing coaching, encouragement, accountability, and problem-solving support to help participants achieve their goals.
• Build trusting, respectful, and culturally responsive relationships with participants.
• Support participants in understanding and accessing income supports and basic needs resources, including TANF, SNAP, housing assistance, transportation assistance, and other community resources.
• Help participants understand how changes in employment and income may impact benefits and household financial stability.
• Assist participants in identifying resources and strategies to overcome financial barriers that may impact employment success.
• Provide guidance on financial planning during career transitions, increased income, and changes in household circumstances.
• Support eligible participants with Matched Savings Investment Accounts (MISA) and other asset-building opportunities.
• Help participants develop savings goals, establish savings habits, and understand strategies for building long-term financial stability.
• Provide education related to asset building, financial planning, and economic mobility.
• Track participant progress toward financial goals and celebrate milestones.
• Facilitate financial literacy workshops and group education sessions as needed.
• Provide education on topics such as: Budgeting and spending plans, Savings strategies, Credit building and credit management, Debt reduction, Banking products, Identity theft prevention, Benefits planning, Asset building.
• Adapt financial education materials to meet the needs of diverse participant populations.
• Collaborate with Career Coaches and the Career Success Team to provide integrated employment and financial support.
• Coordinate services to ensure financial goals align with participant career plans and employment goals.
• Participate in case reviews, team meetings, and coordinated service planning.
• Connect participants with internal programs, community resources, employers, training providers, and supportive services.
• Maintain accurate participant records, financial assessments, case notes, and service documentation.
• Complete timely data entry and track participant goals, progress, outcomes, and milestones.
• Maintain confidentiality and follow program policies, funding requirements, and documentation standards.
• Support reporting requirements by documenting participant achievements, outcomes, and success stories.
• Develop positive relationships with community organizations, financial institutions, and service providers.
• Represent the organization professionally at partner meetings, outreach events, and community activities.
• Identify resources and partnerships that support participant financial stability and success.

Benefits

• Comprehensive Medical, Dental, and Vision Insurance
• Generous Paid Time Off Package
• 401(k) with Employer Matching After One Year
• Great team environment and work-life balance
• Opportunity to support a meaningful mission helping individuals achieve self-sufficiency through employment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree