Financial Wellbeing Coach, Credit

Operation HOPE; Boston (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

Operation HOPE in Boston seeks a Financial Well-Being Coach to deliver financial literacy coaching and lead workshops to help clients achieve money goals. The role involves in-person or virtual coaching, building action plans, and connecting participants with community resources.

You will maintain client records in Dynamics, collaborate with local partners, and support program operations by tracking outcomes and reporting impact to the HOPE Inside network.

Qualifications

• Bachelor’s degree preferred; if not, 2+ years of financial industry experience.
• Proficiency in MS Word, Excel, and PowerPoint.
• Strong presentation skills for workshops with varying audience sizes.
• Excellent communication skills, both verbal and written.
• Self-starter with ability to work with minimal direction.

Responsibilities

• Provide one-on-one coaching sessions in-person, via video conference, or by phone.
• Deliver group workshops and seminars on financial literacy topics.
• Build relationships with local partners and banks for collaborations.
• Maintain client records in Dynamics CRM and monitor progress.
• Refer clients to community resources and programs.

Skills

Strategic thinking

Analytical skills

People skills

Time management

Empathy

Effective communication

Multitasking

Self-starter

Professional demeanor

Education

Bachelor’s degree preferred

2+ years financial industry experience

Tools

MS Word

Excel

PowerPoint

Job description

Financial Wellbeing Coach – Credit & Money Management

DEPARTMENT: HOPE Program Operations

ACCOUNTABILITY: Reports to Director of Operations

About Operation HOPE

Operation HOPE is a non‑profit organization dedicated to empowering individuals and communities to achieve financial dignity, economic opportunity, and financial well‑being. Through financial literacy education, coaching, and access to resources, Operation HOPE strives to create a world where everyone has the tools and knowledge to build a secure financial future. You will be based in a HOPE Inside office (hosted by a corporate partner).

Position Overview

Join our team at Operation HOPE, a transformative and national non‑profit organization committed to fostering financial empowerment and prosperity within communities and individuals. As a Financial Well‑Being Coach, you will be instrumental in shaping a future where financial security and knowledge are accessible to all. Our coaches pave the way for financial dignity, unlocking economic opportunities and enhancing financial well‑being through comprehensive financial literacy workshops, personalized coaching, and access to community resources.

Key Responsibilities

Financial Coaching

• Recruit, build trust, and lead clients to achieve strategic performance objectives.
• Provide one‑on‑one coaching sessions to clients, addressing their specific financial concerns and goals. These sessions are offered in‑person, by video conference, or over the phone.
• Develop personalized action plans based on individual client needs and circumstances.
• Educate clients on budgeting, debt management, savings strategies, and other relevant topics.

Workshop Facilitation

• Establish and maintain relationships with local strategic alliance partners, including other local non‑profit and for‑profit businesses.
• Deliver group workshops and seminars on various financial literacy topics, within the community.
• Build productive relationships with bank partners for shared client relationships.
• Offer both virtual and in‑person workshops as requested.

Client Relationship Management

• Establish and maintain strong relationships with clients, fostering trust and open communication.
• Encourage clients to enroll through the client portal, available on our website.
• Coach client via Zoom, phone and in‑person appointments.
• Monitor clients' progress towards financial goals through Dynamics, our client relationship software.

Resource Referral and Community Engagement

• Connect clients with relevant resources, services, and financial products that align with their goals.
• Attend community and networking events.
• Stay updated on financial assistance programs, grants and other community resources that may benefit clients.

Documentation and Reporting

• Maintain accurate and detailed records of client activities, impact, and success stories.
• Ensure all data entered has been captured in our CRM system, Dynamics.

Qualifications

• Possess strategic thinking expertise and the ability to plan and execute tactical strategies to implement company objectives.
• Strong contributor with analytical skills and the ability to identify and proactively communicate industry and governance trends to clients.
• Experienced financial coach with outstanding people skills and ability to quickly form meaningful working partnerships.
• Ability to meet monthly, quarterly, and annual production goals as assigned.
• Multitask oriented with the ability to initiate, manage, and maintain several projects and program relationships simultaneously.
• Serve as the liaison with partners and the community.
• Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
• Excellent communication and interpersonal skills.
• Ability to meet deadlines and maintain effective time management.
• Empathetic and patient approach in working with individuals from diverse backgrounds.

Required Skills and Education

• Bachelor’s degree is preferred; if not, 2+ years of work experience in the financial industry will be considered.
• Proficiency in MS Word, Excel, and PowerPoint.
• Presentation skills – able to conduct workshops with a varying number of attendees.
• High‑energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for diverse populations, and exhibiting cultural competency.
• Strong communication skills both verbally and in writing to conduct presentations and meetings.
• Self‑starter with a demonstrated ability to work with minimal hands‑on direction.
• Professional demeanor and attire required.
• Personal transportation required for travel within the designated market area.

Preferred Skills

• Experience using Customer Relationship Management programs.
• Knowledge of interpreting credit report information.
• Experience building and maintaining financial budgets.

EEO Statement

Operation HOPE is an Equal Opportunity Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.