Financial Coach (Start Date May 2020)

Compass Working Capital•Boston, MA

5d•Onsite

About The Position

Compass is seeking mission-driven, results-oriented, and collaborative individuals to join their growing team of Financial Coaches. Financial Coaches will deliver one-on-one financial coaching and guidance to Compass clients. Coaches will support families in setting and reaching financial goals, including budgeting, increasing income, building credit, buying a home, starting a business, pursuing postsecondary education, and saving for children’s education. The start date for this position is late February or early March 2020.

Requirements

Commitment to Compass’ mission and values with a passion for working with families with low incomes
Interest in learning about personal finance and consumer issues, particularly those relating to families with low income. A prior background in personal finance is not required. Training and opportunity for certification will be provided.
Cultural humility. Openness to and respect for others’ cultures, identities, and lived experiences.
Strong interpersonal skills. Demonstrated ability to establish and build strong, trusting partnerships with clients.
Excellent organizational skills. Detail-oriented with the ability to complete work accurately and efficiently.
Excellent written and verbal communication skills, including ability to explain complex information in plain language.

Nice To Haves

Prior experience working with low-income families and communities
Prior experience providing coaching, counseling, or mentoring
Professional experience, education, or certification in personal finance
Bachelor’s Degree or comparable education and work experience
Proficiency or fluency in Haitian-Creole, Amharic, or Spanish.

Responsibilities

Provide ongoing, customized one-on-one financial coaching and guidance to Compass clients across five core areas: income growth, credit, debt, savings, and long-term asset building.
Work with clients to set goals and to establish shorter-term action steps to help reach those larger goals. Be a partner, a champion, and a support to clients throughout their journey in the program.
Provide referrals for resources and services to help clients reach their goals.
Record client information and progress data precisely, accurately, and on time, with a rigorous dedication to confidentiality and data security protocols.
Maintain knowledge about basic elements of the organization’s core FSS program.