Financial Coach

Staffmark Group•Anderson, 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.