Bilingual Financial Coach — Personal Finance Empowerment

Riseboro Community Partnership; New York (NY); Vor Ort; USD 52.000 - 74.000; Vollzeit

Zusammenfassung

RiseBoro Community Partnership seeks a Financial Coach to deliver the Level Up! Economic Empowerment program and provide free one-on-one counseling in Central Brooklyn.

You will hold at least 20 client meetings weekly, help clients improve credit, reduce debt, and increase savings, and record progress in the case-management system.

You will lead small-group workshops, coordinate with Case Managers and partners, pursue AFC and VITA certifications, and refer clients to supportive local resources.

Qualifikationen

• Minimum bachelor’s degree with 2+ years in social services, finance, counseling, or related field OR 4–8 years in financial education/counseling
• Capable of conducting effective one-on-one coaching and group sessions
• Experience coordinating with multiple partners and managing a caseload

Aufgaben

• Hold 20+ client meetings per week and document progress in case management system
• Facilitate financial coaching workshops and transition attendees to 1-on-1 sessions
• Collaborate with Case Managers and partners to achieve clients' financial goals
• Lead AFC and VITA training and stay current with supportive resources

Kenntnisse

Bilingual English/Spanish

Excellent verbal and written comms

Organizational skills

Team collaboration

Problem solving

Attention to detail

Adaptability

Ausbildung

Bachelor’s degree or 4–8 years experience

Tools

Case management software

Jobbeschreibung

RiseBoro Community Partnership seeks a Financial Coach to deliver the Level Up! Economic Empowerment program and provide free one-on-one counseling in Central Brooklyn.

You will hold at least 20 client meetings weekly, help clients improve credit, reduce debt, and increase savings, and record progress in the case-management system.

You will lead small-group workshops, coordinate with Case Managers and partners, pursue AFC and VITA certifications, and refer clients to supportive local resources.