FINANCIAL COACH Job at BridgePoint Associates
Highly Regarded Human Services Nonprofit
Miami-Dade Area
Salary is Commensurate with Experience
Terrific Financial Coach position with a highly regarded human services nonprofit that provides support to underserved communities in Miami. The Financial Coach will provide financial coaching and other emergency assistance to at risk populations in the Miami-Dade area. The position will be responsible for evaluating clients' financial needs and providing services with the goal of increasing their financial literacy. Serving on the front line, the Financial Coaches are also responsible for relaying insights to the management team that will be used to design programs based on client needs. Qualified candidates should have 1 to 2+ years of relevant experience. Strong analytical and customer service skills are important for success in the role. Bachelor's degree is required. Salary is commensurate with experience. Bilingual in Spanish and/or Creole is required. This role currently operates on a hybrid schedule.
Miami-Dade Area
Salary is Commensurate with Experience
Responsibilities:
- Provide direct financial services, including training and one-on-one coaching
- Conduct intake assessments for clients
- Educate clients on financial well-being and assist in addressing opportunities to overcome financial challenges
- Create financial plans for each client
- Follow-up and monitor clients' progress
- Provide referrals to other community organizations as needed
Qualifications:
- 1 to 2+ years of relevant experience with financial coaching and underserved communities
- Bachelor's degree required
- Bilingual Spanish and/or Creole
- Strong communication and analytical skills
- Ability to provide exceptional customer service to clients
- Strong sense of confidentiality and emotional intelligence
Equal Opportunity Employer.
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