FINANCIAL WELLNESS COACH

Cincinnati Works; Cincinnati (OH); On-site; USD 48,000 - 51,000; Full time

Job summary

A leading organization in Cincinnati is seeking a Financial Wellness Coach to support individuals in resolving financial situations and promoting proactive management. The role involves coaching participants, conducting assessments, and developing workshops to enhance financial literacy and community impact.

Qualifications

• At least 1 year of management experience.
• 2-5 years' experience in coaching or financial services.
• Experience working with low-income individuals.

Responsibilities

• Promote financial growth through contact and coaching.
• Complete detailed financial assessments for participants.
• Assist in developing and delivering financial workshops.

Skills

Financial Coaching Certifications

Budgeting

Asset Building

Credit Building

Culturally Sensitive Counseling

Education

4 Year Degree

Tools

Salesforce

Change Machine

Job description

Job Details

Job Location: CINCINNATI, OH

Position Type: Full Time

Education Level: 4 Year Degree

Salary Range: $48000.00 - $51000.00 Salary/year

Job Shift: Day

Description

FINANCIAL WELLNESS COACH

Are you looking for a new opportunity? One that will challenge you and allow you to make a difference in people's lives? We are hiring a Financial Wellness Coach.

COACHING PHILOSOPHY

Financial coaches believe in the Member’s own wisdom and assist them in unlocking their potential. We believe Members own their goals and expectations and can change their lives. Coaching is a collaborative relationship that promotes Members making positive decisions for themselves by exploring options.

The Financial Wellness Coach supports individuals participating in Cincinnati Works services. As a Financial Coach, you will assist individuals in resolving current financial situations and promote proactive financial management. You will provide financial wellness services to Members and attend outreach events to build trust.

PRINCIPLE RESPONSIBILITIES: (not all-inclusive)

1. Promote successful financial growth of participants through regular contact, monitoring, encouragement, and coaching on issues that arise.
2. Work with participants to complete detailed financial assessments, including budgeting, credit report/score analysis, and net worth strategies.
3. Track all participant data in Salesforce, Change Machine, and other databases.
4. Assist the Director of Financial Wellness in developing and delivering financial workshops.

JOB SPECIFICATIONS

• Financial Coaching Certifications and/or training
• Strong experience with personal finances, especially budgeting, asset building, and credit building
• Experience working with low-income individuals and providing culturally sensitive financial counseling
• At least 1 year of management experience
• 2-5 years’ experience in coaching, financial services, program development, or related fields
• Experience managing projects and coordinating team activities
• Ability to work flexible hours, including evenings and weekends

We seek individuals capable of expanding our reach, building relationships, and making a meaningful community impact.