Financial Wellness Coach & Academy Lead

Community-Teamwork-Inc; Lowell (MA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

4 Weeks Paid Time Off

Paid Sick Leave

12 paid holidays

Medical, Dental, Vision Insurance

Company Paid Life Insurance

Critical Illness Insurance

Pet Insurance

Tuition Reimbursement

Career Advancement Opportunities

5% 401K employer contribution after 6 

Job summary

Community Teamwork seeks a Financial Education Coordinator to deliver financial coaching and coordinate CTI’s financial education programs, including the Financial Literacy Academy and VITA support. The role involves outreach, workshop delivery, and collaboration with internal teams to expand opportunities for low-income households.

You will schedule coaching sessions, recruit instructors, manage resources, and travel to local sites as needed.

Qualifications

• High School diploma or equivalent required.
• Minimum 1 year experience working with low income and culturally diverse individuals.
• Ability to become IRS Tax Preparer certified.
• Demonstrated ability to conduct effective participant interviews, develop participant goals and case management plans and to document plans and participant outcomes.
• Solid math and money management skills and ability to work with clients to develop budgets.
• Knowledge of community resources for low-income households.
• Public speaking, outreach, and marketing skills.
• Working knowledge of MS Word, Excel and Salesforce.
• Excellent customer service, interpersonal, oral and written communication skills.
• Ability to maintain accurate records and confidentiality of information.
• Strong problem-solving abilities.
• Ability to become certified in Financial Coaching and Credit Repair within 12 months.
• Flexibility to work evenings, some Saturdays, and travel to local sites.

Responsibilities

• Provide financial coaching and case management; schedule sessions and refer clients to resources.
• Assist households in stabilizing income by accessing community resources and enrollment.
• Coordinate and facilitate CTI's Financial Literacy Academy; recruit instructors and lead workshops.
• Deliver outreach and workshop presentations on banking, saving, budgeting and money management; teach trainings.
• Occasionally travel to CTI shelters and local sites for on-site work.
• Assist in VITA program, including recruitment, training and volunteer support.
• Develop social media content for posting
• Build relationships with internal programs and external partnerships to promote Financial Education Center
• Maintain records for weekly, monthly, and quarterly reporting.
• Uphold CTI values: Equity, Integrity, Compassion.

Skills

Public speaking

Outreach

Marketing

Customer service

Interpersonal communication

Oral and written communication

MS Word

Excel

Salesforce

Data management

Education

High School degree or equivalent

Associate's degree in Counseling, Business Admin., Social Work, Human Services

Tools

Salesforce

MS Word

Excel

Job description

Community Teamwork seeks a Financial Education Coordinator to deliver financial coaching and coordinate CTI’s financial education programs, including the Financial Literacy Academy and VITA support. The role involves outreach, workshop delivery, and collaboration with internal teams to expand opportunities for low-income households.

You will schedule coaching sessions, recruit instructors, manage resources, and travel to local sites as needed.