Financial Coach
Location:
Anderson , Indiana
Posted:
November 24, 2017
Reference:
1632724258
Job Description Branch ID:5091

Pay Rate/Salary: At least $14.00 / Hour
Are you looking for a long term career opportunity helping others? One you can show your talents and skills? We have the job for you, looking for you to start ASAP.

As a Financial Coach, you will provide guidance families on financial behaviors, building assets, and becoming financially stable. You will also provide individualized financial coaching for participants to help them reach their target goals including credit score; budgeting; saving; utilization of quality financial services and asset creation and development.

  • Provide all the basic material and relate it to the householder's particular situation.

  • Assist participant with goal setting, budgeting, and credit building/repair, savings and asset creation.

  • Identify and refer participants to other resources and services needed to achieve their financial goals.

  • Review regulations, interpret program information and produce demographic and narrative reports.

  • Interpret financial information for the participant.

  • Ensure confidentiality of information pertaining to personal finances.

  • Create a written action plan for the participant.

  • Prepare all required reports for funding sources as directed by Director.

  • Collect and verify all required data from participants throughout the program.

  • Determine which steps/methods/procedures among several prescribed options are required to fulfill the identified program objectives.

  • Develop formal training materials for financial education classes and present them to program participants.

  • This position is responsible for all relevant program compliance within the housing counseling program


  • Staffmark offers our employees a competitive salary and benefit package including medical, dental, and vision insurance, a 401(k) plan, short-term disability insurance, and more.

    To join our team, interested candidates can refer to www.mystaffmark.com to complete the online application or apply in-person.

    Job Requirements Must have at least 3-5 years� experience in financial coaching, banking or related field. Proficiency in technical and interpersonal skills necessary for working with families on personal financial matters. Ability to plan and lead workshops and classes. NCHEC certification in Financial Capability is required within 18 months of hire. Must also pass the test for HUD Housing Counseling Certification. Bilingual (Spanish/English) preferred. Strong customer service skills required. A Bachelor�s Degree in related field or equivalent experience preferred. Requires flexible hours to meet the needs of participants, including evenings and weekend availability.

    To apply, please send your resume to muncie@staffmark.com; adminsupportcentermw@staffmark.com

    A little about us:
    Staffmark’s mission is simple—to help you achieve your goals. We want to be your job search partner.

    Know someone who would be interested in this job? Share it with your network.