Financial Opportunity Coach
About The Position
Full Time Financial Opportunity Coach needed to work in Jefferson City, MO to provide direct services to CMCA members. Responsible for financial counseling and coaching to engage, teach, and motivate members in regards to their personal finances. The Financial Opportunity Coach is expected to provide services in a one on one counseling format, however, the coach may also conduct classes and workshops on topics such as budgeting, credit building and banking products. The Financial Opportunity Coach will work with Family Success Coaches and Resource Coordinators to ensure that members successfully achieve goals and obtain necessary services.
Requirements
- Associate degree in finance, accounting, business or related field.
- At least one year professional experience working with personal finances, particularly in the areas of budgeting, asset building, and credit building.
- Work experience in the financial sector of banking, lending, insurance, investments, etc.
Nice To Haves
- Bachelor's degree preferred.
Responsibilities
- Provide direct services to CMCA members.
- Provide financial counseling and coaching to engage, teach, and motivate members in regards to their personal finances.
- Provide services in a one on one counseling format.
- Conduct classes and workshops on topics such as budgeting, credit building and banking products.
- Work with Family Success Coaches and Resource Coordinators to ensure that members successfully achieve goals and obtain necessary services.
Benefits
- Excellent insurance package
- Generous paid vacation and sick time
- 13 paid holidays
- 2 week paid winter break
- Opportunities for overtime
- Opportunities for advancement
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
