Financial Wellness Coach - North Texas
About The Position
The Financial Wellness Coach supports Foundation Communities' mission through financial coaching, program oversight, volunteer engagement, and community partnerships throughout North Texas. The position independently evaluates participant and program needs, develops financial wellness strategies, manages assigned initiatives, and recommends improvements to strengthen program effectiveness and community impact. The role provides individualized financial coaching and education, coordinates participant services with Case Managers and program staff, and maintains accurate records. It also oversees assigned program initiatives, evaluates outcomes, prepares reports and recommendations, and develops volunteer and community partnerships. Work takes place in office and community settings, with regular travel throughout North Texas and occasional evening or weekend hours.
Requirements
- Bachelor's degree in a related field or equivalent education and experience.
- At least two years of experience in financial coaching, program coordination, volunteer management, community engagement, or related work.
- Strong communication, analytical, organizational, problem-solving, and relationship-building skills.
- Ability to exercise independent judgment, manage competing priorities, and evaluate program effectiveness.
- Experience working with diverse populations and collaborating with community partners.
- Proficiency in Microsoft Office and electronic recordkeeping and reporting systems.
- Ability to maintain confidentiality and travel regularly throughout North Texas.
Nice To Haves
- Experience with VITA, financial stability programs, or nonprofit services.
- Financial coaching certification or related training.
- Experience facilitating workshops, developing partnerships, or coordinating volunteers.
- Bilingual in English and Spanish.
Responsibilities
- Assess participant financial needs and develop individualized plans addressing budgeting, savings, credit, debt reduction, and financial goals.
- Manage participant caseloads, provide financial coaching, and coordinate services with Case Managers and program staff.
- Facilitate financial education workshops, including Mind Over Money, and maintain accurate participant records and documentation.
- Independently evaluate program needs, establish operational priorities, and manage assigned initiatives within organizational guidelines.
- Analyze program outcomes, resolve operational challenges, and recommend improvements to service delivery and resource utilization using independent judgment.
- Prepare performance reports, impact summaries, and strategic recommendations for leadership.
- Develop and oversee volunteer recruitment, onboarding, training, scheduling, engagement, and retention strategies.
- Coordinate volunteer staffing, applicable IRS certification activities, and internship programs.
- Identify, evaluate, and develop partnerships with colleges, corporations, and community organizations to advance program objectives.
- Serve as a primary contact for volunteers, interns, and community partners.
- Support outreach, organizational initiatives, and special projects.
- Exercise delegated decision-making authority over assigned program activities and priorities.
- Perform other duties as assigned.
Benefits
- Employer-paid health benefits
- 401(k) retirement plan
- Employee Assistance Program (EAP)
- Paid leave
- Other benefits subject to organizational policies and eligibility requirements
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
