Financial Coach

The John H. Boner Community Center • Indianapolis, IN

1d • Onsite

About The Position

We are seeking a Financial Coach to join our Center for Working Families (CWF) team. In this role, you will provide one-on-one financial counseling and group workshops for low- to moderate-income individuals. You’ll support clients in building credit, managing debt, saving for the future, and accessing financial resources. This is a great opportunity for someone passionate about financial empowerment and community impact. A Day in the Life: As a Financial Coach, your day begins by meeting one-on-one with clients—individuals and families seeking support to improve their financial well-being. You’ll listen closely, assess their needs, and help them create personalized action plans for budgeting, saving, debt reduction, and credit building. Between sessions, you might prepare for an upcoming workshop on topics like smart banking or identity theft protection, tailoring content to the audience's needs. You’ll collaborate with colleagues in team meetings to ensure clients are accessing the full range of support available through the Center for Working Families. Throughout the day, you’ll update client records, track progress toward program goals, and coordinate with community partners or financial institutions to connect clients with helpful products or services. Your role is dynamic, people-centered, and deeply impactful—each day presents new opportunities to empower others and help them take control of their financial futures.

Requirements

• 2+ years of experience in financial coaching, credit counseling, or a related field preferred.
• Bachelor’s degree in finance, business, or a related area preferred. Equivalent experience considered (minimum 4 years).
• Strong interpersonal, communication, and motivational skills.
• Proficient in Microsoft Office and comfortable using data management systems.
• Knowledge of challenges faced by low-income communities and available support resources.
• Highly organized with strong attention to detail and time management skills.

Nice To Haves

• Experience in teaching or leading workshops is a plus.

Responsibilities

• Provide one-on-one financial counseling and group workshops for low- to moderate-income individuals.
• Support clients in building credit, managing debt, saving for the future, and accessing financial resources.
• Assess client needs and help them create personalized action plans for budgeting, saving, debt reduction, and credit building.
• Prepare and deliver workshops on topics like smart banking or identity theft protection.
• Collaborate with colleagues in team meetings to ensure clients are accessing the full range of support available.
• Update client records, track progress toward program goals, and coordinate with community partners or financial institutions.

What This Job Offers

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