Bilingual Financial Wellbeing Coach - Credit & Budgeting

Operation-Hope; Chantilly (VA); On-site; USD 59,000 - 60,000; Full time

Job summary

Operation HOPE is hiring a Bilingual Credit Financial Wellbeing Coach to empower clients with financial literacy and personalized coaching in English and Spanish. The role supports the HOPE Inside program, delivering workshops and one-on-one coaching in Chantilly, VA.

The coach will build relationships with partners, facilitate sessions, and manage client progress via Dynamics CRM, contributing to financial dignity and opportunity.

Qualifications

• Fluent in English and Spanish with ability to communicate to engage diverse audiences.
• Bachelor’s degree preferred or 2+ years in financial industry.
• Proficiency with MS Word, Excel and PowerPoint.
• Strong written and verbal communication in both languages.
• Experience in coaching or financial literacy education is a plus.

Responsibilities

• Provide one-on-one coaching sessions in-person, via video conference, or by phone.
• Develop personalized action plans based on client needs.
• Educate clients on budgeting, debt management, and savings strategies.
• Deliver group workshops and seminars, both virtual and in-person.
• Establish relationships with local partners and community resources.
• Maintain accurate records in the CRM system (Dynamics).
• Monitor client progress toward financial goals.

Skills

Bilingual English/Spanish

Financial coaching

Workshop facilitation

Client relationship management

Communication skills

Education

Bachelor’s degree or 2+ years in financial industry

Tools

MS Word

Excel

PowerPoint

Job description

Operation HOPE is hiring a Bilingual Credit Financial Wellbeing Coach to empower clients with financial literacy and personalized coaching in English and Spanish. The role supports the HOPE Inside program, delivering workshops and one-on-one coaching in Chantilly, VA.

The coach will build relationships with partners, facilitate sessions, and manage client progress via Dynamics CRM, contributing to financial dignity and opportunity.