Bilingual Small-Business Financial Wellness Coach

Operation HOPE; Miami (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

Operation HOPE is seeking a bilingual Financial Wellbeing Coach to support small business owners in our community. The role centers on one-on-one coaching, guidance on business plans, financial management, and growth strategies, delivered in English and Spanish to engage diverse clients.

The successful candidate will coach, train, and connect clients with resources, track progress, and collaborate with local partners to expand opportunities for entrepreneurs across the Miami area.

Qualifications

• Bachelor's degree preferred, or 2+ years of financial industry experience.
• Ability to deliver evening workshops to meet client needs.
• Comfortable with meeting monthly and annual production goals.
• Strong coaching, consulting or entrepreneurship background.

Responsibilities

• Provide one-on-one coaching to small business clients and help develop plans.
• Offer guidance on business planning, operations, marketing, and growth opportunities.
• Facilitate workshops and training on credit, money management, and entrepreneurship.
• Connect clients with resources, networks, and government programs where applicable.
• Track progress and evaluate outcomes of coaching interventions.

Skills

Bilingual (English/Spanish)

Small business coaching

Financial management

Entrepreneurship

Presentation Skills

Client coaching

Education

Bachelor's degree preferred or 2+ years in financial industry

Tools

MS Word

Excel

PowerPoint

Job description

Operation HOPE is seeking a bilingual Financial Wellbeing Coach to support small business owners in our community. The role centers on one-on-one coaching, guidance on business plans, financial management, and growth strategies, delivered in English and Spanish to engage diverse clients.

The successful candidate will coach, train, and connect clients with resources, track progress, and collaborate with local partners to expand opportunities for entrepreneurs across the Miami area.