Financial Coach (Mason/Grays Harbor)

America Works of New York Inc; Seattle (WA); On-site; USD 62,000 - 70,500; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Paid Time Off

401(k) with Employer Matching

Great team environment

Mission-driven work

Job summary

America Works of Washington, Inc. is seeking a Financial Coach to support participants across Mason and Pacific counties, based out of Centralia, WA with regular travel to Grays Harbor and Aberdeen/Shelton sites.

This full-time, day-shift role offers an opportunity to empower individuals toward financial stability and career success. The ideal candidate will have financial coaching or related experience, strong communication, and a passion for helping diverse communities.

Qualifications

• Associate or bachelor’s degree in finance, business, human services, social work, workforce development, counseling, education, or a related field preferred.
• Experience providing financial coaching, case management, customer service, benefits navigation, workforce development, social services, or other participant-focused support preferred.
• Understanding of personal finance concepts, including budgeting, savings, credit building, debt management, and financial goal setting.
• Ability to navigate income supports and basic needs resources (TANF, SNAP, housing, transportation).
• Proficiency with Microsoft Office and CRM systems; ability to facilitate workshops preferred.

Responsibilities

• Provide one-on-one financial coaching and support to program participants (Mason/Pacific Counties).
• Conduct financial assessments to understand income, expenses, goals, barriers, and needs.
• Develop individualized financial action plans with goals, strategies, resources, and follow-up steps.

Skills

Financial coaching

Case management

Customer service

Benefits navigation

Workforce development

Communication

Organization

Adaptability

Relationship building

Onsite work

Bilingual

Education

Associate or bachelor’s degree in finance or related field

Tools

Microsoft Office

CRM systems

Microsoft Teams

SharePoint

Job description

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Description

Job Title:Financial Coach (Mason/Grays Harbor)

Location:Based out of Centralia, WA with regular travel toGrays Harbor and/orPacific counties

Schedule:Monday-Friday, Full-Time (Day Shift, In-Person)

Compensation:$62,000 Annual Salary

Position Summary

America Works of Washington, Inc., a socially conscious organization committed to helping individuals achieve economic self-sufficiency, is seeking aFinancial Coachto support participant financial stability, financial empowerment, and long-term economic mobility within a workforce development program servingMason and Pacific Counties.

The Financial Coach provides participant-centered financial coaching to help individualsidentifyand overcome financial barriers, develop financial goals, strengthen financial confidence, and build strategies related to budgeting, savings, credit building, debt management, benefits navigation, and asset development.

Working as part of the Career Success Team, the Financial Coach collaborates with Career Coaches, Eligibility Specialists, employers, training providers, and community partners to provide coordinated support that helps participants achieve employment success, retention, and long-term financial security.

The ideal candidate enjoys working directly with people, building relationships, and helping individuals develop practical strategies to improve their financial well-being. Experience in financial coaching, personal finance, case management,benefitsnavigation, customer service, workforce development, social services, or other participant-focused roles is valued.

Women, minorities, bilingual or multilingual candidates, and individuals with lived experience navigating financial or employment barriers are encouraged to apply.

The candidate must be willing to travel between Aberdeen and Shelton locations and provide services at multiple sites based on program needs.

Duties and Responsibilities

Financial Coaching & Participant Support

Provide one-on-one financial coaching and support to program participants.

Conduct financial assessments to understand participant income, expenses, financial goals, barriers, and areas for support.

Help participants develop individualized financial action plans with goals, strategies, resources, and follow-up steps.

Support participants with budgeting, savings strategies, credit building, debt management, and improving financial confidence.

Provide ongoing coaching, encouragement, accountability, and problem-solving support to help participants achieve their goals.

Build trusting, respectful, and culturally responsive relationships with participants.

Benefits Navigation & Financial Stability

Support participants in understanding and accessing income supports and basicneedsresources, including TANF, SNAP, housingassistance, transportationassistance, and other community resources.

Help participants understand how changes in employment and income mayimpactbenefits and household financial stability.

Assistparticipants inidentifyingresources and strategies to overcome financial barriers that mayimpactemployment success.

Provide guidance on financial planning during career transitions, increased income, and changes in household circumstances.

Asset Building & Financial Empowerment

Support eligible participants with Matched Savings Investment Accounts (MISA) and other asset-building opportunities.

Help participants develop savings goals,establishsavings habits, and understand strategies for building long-term financial stability.

Provide education related to asset building, financial planning, and economic mobility.

Trackparticipantprogress toward financial goals and celebrate milestones.

Financial Literacy & Workshops

Facilitate financial literacy workshops and group education sessions as needed.

Provide education on topics such as:

Budgeting and spending plans

Savings strategies

Credit building and credit management

Debt reduction

Banking products

Identity theft prevention

Benefits planning

Asset building

Adapt financial education materials to meet the needs of diverseparticipant populations.

Career Success Team Collaboration

Collaborate with Career Coaches and the Career Success Team to provide integrated employment and financial support.

Coordinate services to ensure financial goals align with participant career plans and employment goals.

Participate in case reviews, team meetings, and coordinated service planning.

Connect participants with internal programs, community resources, employers, training providers, and supportive services.

Documentation & Compliance

Maintainaccurateparticipant records, financial assessments, case notes, and service documentation.

Completetimelydata entry and track participant goals, progress, outcomes, and milestones.

Maintain confidentiality and follow program policies, funding requirements, and documentation standards.

Support reporting requirements by documenting participant achievements, outcomes, and success stories.

Community Engagement

Develop positive relationships with community organizations, financial institutions, and service providers.

Represent the organization professionally at partner meetings, outreach events, and community activities.

Identifyresources and partnerships that support participant financial stability and success.

Qualifications

Associate or bachelor’s degree in finance, business, human services, social work, workforce development, counseling, education, or a related field preferred; equivalent combination of education, training, and relevant experience will be considered.

Experience providing financial coaching, case management, customer service, benefits navigation, workforce development, social services, or other participant-focused support preferred.

Understanding ofpersonal finance concepts, including budgeting, savings, credit building, debt management, and financial goal setting.

Ability to understand and navigate income supports and basicneedsresources, including TANF, SNAP, housingassistance, transportation resources, and other community supports.

Strong verbal and written communication skills with the ability to explain financial concepts clearly to individuals and groups.

Ability to build trusting relationships with individuals from diverse backgrounds and support participants facing financial or employment barriers.

Strong organizational skills with the ability to manage multiple priorities,maintainaccuratedocumentation, and meet deadlines.

Ability to adapt to changing tasks, priorities, and participant needs.

Proficiencyin Microsoft Office Suite, including Word, Excel, and PowerPoint.

Familiarity with CRM systems, client management systems, Microsoft Teams, SharePoint, or similar platforms preferred.

Ability tofacilitateworkshops or group education sessions preferred.

Bilingual or multilingual communication skillspreferred, particularly languages relevant to the communities served.

Ability to work onsite and provide in-person services to participants.

Benefits

• Comprehensive Medical, Dental, and Vision Insurance
• Generous Paid Time Off Package
• 401(k) with Employer Matching After One Year
• Great teamenvironment and work-life balance
• Opportunity to support a meaningful mission helping individuals achieve self-sufficiency through employment

Tags

Location

This position is currently accepting applications.