Financial Coach

Staffmark GroupAnderson, IN
47d$18

About The Position

Now hiring Financial Coach Location: Anderson, IN Pay Rate: $17.69 per hour Shift: Part-Time | 20 hours per week (Must be flexible) Staffmark is hiring in your area! Advance your career with this role.

Requirements

  • Bachelor's degree in finance, business, or related field, or equivalent experience.
  • Minimum 5 years of experience in financial coaching, banking, or a related field.
  • Knowledge of financial counseling techniques, credit repair, budgeting, and savings strategies.
  • Ability to plan and lead workshops or group classes.
  • NCHEC Financial Capability certification required within 18 months of hire.
  • HUD Housing Counseling Certification required.
  • Proficient in client data management systems and reporting.
  • Strong interpersonal and customer service skills; bilingual (Spanish/English) preferred.

Responsibilities

  • Provide one-on-one financial coaching, interpreting and applying financial information to meet each client's unique situation.
  • Assist clients with goal setting, budgeting, credit building/repair, and savings or asset creation.
  • Identify and refer clients to other community resources to achieve financial goals.
  • Develop, prepare, and present financial education workshops and training materials.
  • Maintain client confidentiality and ensure program compliance within housing counseling and financial capability programs.
  • Collect, verify, and manage client data using required client data management systems.
  • Prepare reports and documentation for funding sources and program evaluation.
  • Represent the organization at meetings, conferences, and forums on housing and financial education topics.

Benefits

  • Medical, Dental, and Vision Insurance
  • Life Insurance
  • Short-term Disability
  • 401k Plans
  • Weekly Pay
  • Referral Bonus Potential
  • Employee Discount Programs

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What This Job Offers

Job Type

Part-time

Career Level

Mid Level

Industry

Administrative and Support Services

Number of Employees

1,001-5,000 employees

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