Financial Career Coach

Community Teamwork Inc; Lowell (MA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Paid time off

Health insurance

Life insurance

Tuition reimbursement

401K

Job summary

Community Teamwork Inc. in Lowell, MA seeks a Financial Career Coach to provide job search and readiness coaching, plus referrals for training to help individuals earn a living wage. You will work with the Senior Financial Education Staff to remove barriers to employment and guide clients toward success.

The role focuses on financial education, employment services, and wrap-around support, with ongoing collaboration across internal teams and external partners to expand access to opportunities.

Qualifications

• High School degree or equivalent required.
• Experience in financial education or case management preferred.
• Excellent communication and customer service skills.
• Ability to travel to various work sites.

Responsibilities

• Provide financial education and employment services programming.
• Offer case management to clients on a regular basis.
• Identify services needed for personal, educational or skill development.
• Create personal finance management goals with clients.
• Provide resources, supports and referrals to reduce barriers.
• Deliver wrap-around services during job placement.
• Perform intake and data collection per funding requirements.
• Maintain participant records and prepare reports.
• Develop partnerships with local agencies and resources.
• Plan and deliver career development workshops and events.

Skills

Customer service

Interpersonal skills

Oral communication

Written communication

Public speaking

Travel ability

Problem solving

Education

High School diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Career Opportunities with Community Teamwork Inc

A great place to work.

Careers At Community Teamwork Inc

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Community Teamwork is a private non-profit organization located in Lowell MA. We employee over 600 employees and are a catalyst for social change. We leverage our programs, our partnerships, and our collective voice to foster equity, compassion, and community engagement by creating housing, education, and economic opportunities.

Position Summary:

The Financial Career Coach will be responsible for providing job search, job readiness skills and referrals for job training with a goal to help individuals attain a living wage. The Financial Career Coach will coach clients on ways to reduce barriers to maintaining employment including working closely with the Senior Financial Education Staff.

Essential Functions and Responsibilities:

• Work on the Financial Education Center (FEC) team to provide all financial education and employment services programming including researching, developing and implementing FEC programming on an ongoing basis.
• Provide case management to clients on a regular basis;
• Identify services needed for members’ personal, educational/or skill development to enhance employability.
• Create personal finance management goals.
• Work to reduce employment barriers by providing resources, supports and referrals.
• Provide internal and external wrap around services to clients throughout job placement.
• Perform intake and data collection as per all funding source requirements
• Maintain accurate participant records and prepare reports as required
• Assist in the development of partnerships with local agencies and other community resources
• Work with team members on planning and implementation of career development workshops and events throughout the year
• Uphold the values of CTI – Equity, Integrity, Compassion.

The duties listed above are representative of the work performed. Other related duties may be assigned.

Qualifications:

• Prior related experience is required
• High School degree or equivalent
• Knowledge of Microsoft products (Word, Excel, Outlook)
• Understanding of basic personal finance management
• Excellent customer service, interpersonal, oral and written communication skills
• Ability to maintain accurate records and maintain confidentiality of information
• Knowledge and experience working with low income, culturally diverse, and at-risk individuals
• Strong ability to problem solve
• Demonstrated knowledge of community resources available to low-income households
• Public speaking and outreach skills
• Ability to travel to various work sites
• Ability to manage multiple priorities and work in a fast-paced environment
• Must be able to pass background check
• Willingness to obtain a resume and cover letter writing certification.

Preferred Qualifications:

Compensation and Benefits:

At Community Teamwork, our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. We offer:

• 4 Weeks of Paid Time Off - Paid Sick Leave - 12 paid holidays.
• Medical, Dental, and Vision Insurance - Company Paid Life Insurance – Critical Illness Insurance-Pet Insurance
• Tuition Reimbursement - Career Advancement and Professional Development Opportunities
• 5% employer contribution to your 401K retirement account after 6 months of employment
• Great co-workers and a great mission with an outstanding Community Action offering a chance to help make a real difference in the lives of those we serve.

The base salary range represents the Agency’s good‑faith estimate of the compensation for this role at the time of posting. Actual compensation within the range will be based on factors such as experience, skills, and qualifications.

Equal Opportunity Employer – Vets/Disabled

This is an exciting opportunity to become an integral member of an innovative team in an organization committed to excellence.