Financial Coach

Metropolitan Family Services; Wisconsin; On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical Coverage

Dental Coverage

Vision Coverage

HSA contributions

Teladoc services

401K employer match

Job summary

Metropolitan Family Services is hiring a full-time Financial Coach to join our Calumet Team in Wisconsin. The role focuses on empowering families to learn, earn, and heal through budget reviews, financial assessments, and data-driven reporting.

The position requires a bachelor’s degree with 2+ years of related experience, strong computer skills, and a client-centered approach aligned with our mission. A commitment to community impact is essential.

Qualifications

• Bachelor’s degree with 2+ years related experience working with individuals or families receiving case management and workforce development services.
• Asset building experience preferred.
• Brief summary of the job, why it exists, and overall objective of the position.

Responsibilities

• Enter initial and supplemental Combined Financial Assessments (CFS(s)) into appropriate system.
• Conduct budget reviews for clients that change employment status or government benefit, including but not limited to gain or loss of employment or changes in wages.
• Responsible for preparation of required internal and external reports including analytical reports/audits to governmental agencies and other funding sources.
• Create and maintain client folders for all CWF clients which include copies of credit reports, validation letters and signed letter of consent.
• Request and input Transunion Credit Report data and scores for every financial client at least once every 6 months or as needed.
• Provide financial workshops, internally or externally, as requested.
• Other duties as assigned.

Skills

Excellent computer skills

Client centered

Adaptable

Goal oriented

Team player

Trustworthy/Accountable

Positive demeanor

Self-reflective

Education

Bachelor’s degree + 2+ years experience

High School or better

Bachelor’s preferred

Tools

Microsoft Office

Web-based data

Case management tracking systems

Job description

If asked to describe the culture at Metropolitan Family Services, we could do that in one word. COMMUNITY! Reflected in both our internal culture as well as through the services we provide, community is at the heart of all we do.

Metropolitan Family Services(MFS) empowers families to learn, to earn, to heal, to thrive. Part mentor, part motivator, part advocate, since 1857, Metropolitan Family Services has been the engine of change that empowers families to reach their greatest potential and positively impact their communities. Are you looking to have an impact on more than just a company’s bottom line? Then we’d love to hear from you!

We are now hiring for a full-time Financial Coach to join our Calumet Team!

SALARY:

The average starting salary for this position will fall in the range of$________and $________ annually. Where candidates fall in this range will be based on skill and experience level.

ESSENTIAL JOB FUNCTIONS:

• Enter initial and supplemental Combined Financial Assessments (CFS(s)) into appropriate system.
• Conduct budget reviews for clients that change employment status or government benefit, including but not limited to gain or loss of employment or changes in wages.
• Responsible for preparation of required internal and external reports including analytical reports/audits to governmental agencies and other funding sources.
• Create and maintain client folders for all CWF clients which include copies of credit reports, validation letters and signed letter of consent.
• Request and input Transunion Credit Report data and scores for every financial client at least once every 6 months or as needed.
• Provide financial workshops, internally or externally, as requested.
• Other duties as assigned.

KNOWLEDGE, SKILLS and ABILITIES:

• Excellent computer skills with demonstrated proficiency of Microsoft Office Suite, web-based data, and case management tracking systems.
• Client Centered/Mission Driven
• Adaptable
• Goal Oriented/Solution Focused
• Self-Reflective and Receptive to Feedback
• Positive Demeanor
• Trustworthy/Accountable

QUALIFICATIONS:

• Bachelor’s degree with 2+ years related experience working with individuals or families receiving case management and workforce development services.
• Previous experience with asset building preferred.
• Brief summary of the job, why it exists, and overall objective of the position.

• Excellent computer skills with demonstrated proficiency of Microsoft Office Suite, web-based data, and case management tracking systems.
• Client Centered/Mission Driven
• Adaptable
• Goal Oriented/Solution Focused
• Self-Reflective and Receptive to Feedback
• Collaborative
• Positive Demeanor
• Trustworthy/Accountable

QUALIFICATIONS:

• Bachelor’s degree with 2+ years related experience working with individuals or families receiving case management and workforce development services.
• Previous experience with asset building preferred.
• Brief summary of the job, why it exists, and overall objective of the position.

TRANSPORTATION/TRAVEL REQUIREMENTS:

• Driving for work required with a personally owned vehicle.

PHYSICAL DEMANDS:

While performing the essential duties of this job, the employee is required to sit and stand for sustained periods of time, frequently talk, hear, use hands and fingers to feel, handle, and operate objects or controls, and occasionally stand, bend, stretch, stoop, kneel and crouch. The employee is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures, transcribing, and viewing a computer terminal.

Metropolitan Family Services puts our people first with a top-of-the-line benefits package.

Some highlights include:

• Medical Coverage, Dental Coverage, and Vision Coverage.
• Metropolitan Family Services contributions of $2,000 to individual, and $4,000 to family, HSA accounts, pro-rated to your benefits start date.
• FREE General Medicine and Behavioral Health Teladoc services provided to all team members.
• Ascensus 401K plan services with a 4% employer match, vested at 100% on day one of eligibility.

And so much more!

• Some of the above benefits are available for part-time and temporary workers, but not all. Be sure to inquire upon your hire as to which benefits apply to you.

MORE ABOUT US:

Metropolitan is Illinois' first comprehensive human services agency and reaches more than 122,970 individuals and families in Chicago, Evanston/Skokie, the southwest suburbs, and DuPage County with services promoting education, economic stability, emotional wellness, and empowerment.

Qualifications

Skills

Preferred

Analytical Skills

Advanced

Interpersonal Skills

Advanced

Verbal and Written Communication

Advanced

Organizational Skills

Advanced

Education

Required

High School or better.

Preferred

Bachelors or better.

Experience

Required

2 years:

2 years:

2+ years related experience working with individuals or families receiving case management and workforce development services. Previous experience with asset building preferred.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.