Financial Coach - Antioch

Rubicon Programs; Antioch (CA); On-site; USD 34,000 - 39,000; Full time

Benefits offered by this job

Medical, Dental & Vision plans

Paid vacation & holidays

Retirement plan

Paid restorative days

Job summary

Rubicon Programs in Antioch, CA seeks a dedicated Financial Coach to assess finances, screen benefits, and coach clients who are low-income, formerly incarcerated, or homeless. This full-time, non-exempt role reports to the Antioch Site Manager and requires occasional travel.

You will coach clients to improve budgeting, asset and credit building, coordinate VITA tax services, and build partnerships with local institutions.

Qualifications

• Strong relationship-building and interpersonal skills.
• Solid organizational, problem-solving, and communication abilities.
• Experience serving low-income/formerly incarcerated/homeless individuals.
• Understanding of budgeting, asset and credit building.
• Training in Trauma-Informed Care, Motivational Interviewing, and Coaching is provided.

Responsibilities

• Provide financial coaching and promote financial fluency to clients.
• Develop financial plans, facilitate workshops, and offer one-on-one coaching.
• Coordinate financial services and VITA tax assistance for clients.
• Screen public benefits eligibility and assist applications.
• Foster relationships with local financial institutions and community orgs.

Skills

Relationship building

Interpersonal flexibility

Organizational skills

Facilitation

Coaching

Communication skills

Budgeting knowledge

Asset building

Credit building

Trauma-Informed Care training

Motivational Interviewing

Coaching training

Job description

The Financial Coach reports to the Antioch Site Manager, providing financial assessment, benefits screening, and coaching to low-income, formerly incarcerated and homeless clients. This is a full-time, non-exempt position.

RESPONSIBILITIES:

• Financial Coaching including marketing the value of financial fluency to clients, financial plan development, workshop facilitation, one-on-one coaching to help clients achieve personal financial goals, coordinating the provision of financial services to clients, and coordinating the VITA tax preparation services.
• Benefit Screening Services including assessing and screening clients for public benefits eligibility, and assisting clients to apply for and secure public benefits.
• Client and Partner Outreach including developing relationships with local financial institutions and community organizations, and connecting prospective clients with Rubicon services and/or referral to outside resources when appropriate.

COMPETENCIES:

• Strong relationship-building and interpersonal flexibility, solid organizational skills, problem-solving abilities, excellent facilitation, coaching, and communication skills.
• A robust understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building.
• Experience involving the successful provision of services to formerly incarcerated, homeless, and/or low-income individuals.
• If you don’t currently possess our organizational core competencies of Trauma-Informed Care, Motivational Interviewing, and Coaching, Rubicon provides necessary training.
• Cultural Responsiveness and an alignment with our values and commitment to equity and inclusion.

This position requires occasional travel to appointments and other Rubicon meetings; if the employee opts to meet these travel requirements by driving, proof of a valid and current driver's license, current auto insurance, and an acceptable Motor Vehicle Report are required.

COMPENSATION AND BENEFITS

• $25-28 per hour, depending on experience.
• Medical, Dental and Vision health plans. Kaiser and Sutter Health options.
• 3 weeks paid vacation and sick leave, 13 paid holidays.
• 4 days paid restorative holiday between Christmas and New Years.
• Employer sponsored retirement plan.

About Rubicon

An $18M non-profit Rubicon, provides direct services at eight locations in Alameda and Contra Costa counties and operates a growing commercial landscape social enterprise program that is a leader in sustainable practices. Rubicon transforms East Bay communities by equipping people to break the cycle of poverty. Recognized as a national leader in workforce development, Rubicon provides individualized one-on-one career advising, job search support, financial education, wellness and legal services, to very low-income people who face significant barriers to achieving economic mobility.

Rubicon is a 2022Great Place to Work, on a journey towards becoming a high-road employer and an anti-racist organization. We are committed to systems change and advocacy through efforts like expanding and deepening Employee Resource Groups; the launch of an internal Racial Justice Task Force; and implementation of talent and culture supports that acknowledge and facilitate healing from the direct and indirect effects of racial trauma.

Rubicon actively recruits staff members with a diversity of culture, thought, and lived experiences who are not only highly skilled, but who consistently demonstrate a commitment to our vision of an East Bay without poverty and are passionate about this work.

Rubicon is proud to be an Equal Employment Opportunity/Affirmative Action Employer and values diversity of culture, thought, and lived experiences. We seek talented, qualified individuals regardless of race, color, religion, sex, pregnancy, marital status, age, national origin or ancestry, citizenship, conviction history, uniform service membership/veteran status, physical or mental disability, protected medical conditions, genetic characteristics, sexual orientation, gender identity, gender expression regardless of physical gender, or any other consideration made unlawful by federal, state, or local laws.

Rubicon uses E-Verify to validate the eligibility of our new employees to work legally in the United States.