Coach, Financial wellness

BRANCHES INC • Miami, FL

2h • $45,000 - $50,000 • Hybrid

About The Position

At Branches, we believe every person can thrive when provided with opportunities, caring relationships, and practical tools for success. Through our Financial Wellness Services, Branches equips individuals and families with the knowledge, resources, and support needed to achieve financial stability and build long-term prosperity. The Financial Coach plays a critical role in advancing this mission by providing individualized financial coaching, financial education, case management, and resource navigation to participants. Through a strengths-based and participant-centered approach, the Financial Coach empowers individuals and families to set goals, overcome barriers, increase income, improve credit, reduce debt, build savings, and access opportunities that lead to lasting financial well-being. The Financial Coach is responsible for participant engagement, service delivery, outcome tracking, community outreach, and collaboration with internal and external partners to ensure participants receive comprehensive support.

Requirements

• Bachelor’s degree in Social Services, Human Services, Business, Finance, Education, or a related field preferred. Alternatively, a minimum of 5 years of progressive professional experience in a related field may be substituted.
• Bilingual proficiency in English and Creole is a must.
• Experience working with low- to moderate-income individuals and families is preferred.
• Certification or experience in financial coaching, financial education, credit counseling, tax preparation, or related disciplines is preferred. Ability to complete certifications in first 90 days if needed.
• Passion for helping individuals and families achieve financial stability and long-term success.
• Strong interpersonal, coaching, and relationship-building skills.
• Ability to motivate, encourage, and empower participants from diverse backgrounds.
• Excellent verbal and written communication skills.
• Strong organizational, time management, and documentation skills.
• Ability to manage multiple priorities while maintaining attention to detail.
• Commitment to confidentiality, professionalism, and participant-centered service.

Nice To Haves

• We are also eager to hire fresh graduates who demonstrate a true passion for serving the community and a strong willingness to learn.

Responsibilities

• Provide one-on-one financial coaching focused on budgeting, credit building and repair, debt reduction, savings strategies, banking access, consumer education, and asset-building opportunities.
• Builds relationships with parents and families in Branches’ Grow & Climb programs (dedicated to supporting K-12 Students) and connects them to financial coaching and other Achieve (financial wellness & microbusiness) services.
• Facilitate financial education workshops for youth, adults, and families.
• Utilize coaching techniques that encourage accountability, build confidence, and empower participants to achieve sustainable outcomes.
• Maintain accurate, timely, and confidential participant records within designated data management systems.
• Promote Financial Wellness Services through community presentations, outreach events, workshops, and partner engagements.
• Recruit participants and increase awareness of Branches services throughout the community.

Benefits

• Market Competitive benefits package
• Top Benefits rated retirement plan, featuring a voluntary 403(b) with a generous dollar-for-dollar match up to 6%
• Market Leading leave policies that include 15 paid holidays, 10 days of sick/personal time, a floating holiday for self-care, and 10 days of vacation that increases with your tenure.
• Market Leading voluntary offerings like dental, vision, and accident insurance
• Exclusive access to dedicated EY financial advisors through our retirement plan
• A financial wellbeing program designed for your wellbeing.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level