Financial Wellness Coach: Budgeting, Credit & Community Impact

SEVCA; Vermont; Hybrid; USD 42,000 - 54,000; Full time

Job summary

SEVCA is seeking a Financial Empowerment Coach in Vermont to support low-income participants in building financial well-being. You will provide one-on-one coaching in person and virtually, teach budgeting and savings, and lead group financial education classes.

You will collaborate with Family Services and community partners to connect clients with services, referrals, and resources, while developing financial literacy programs for diverse audiences.

Qualifications

• Prior experience with financial coaching, bookkeeping, or related field.
• Knowledge of budgeting, credit building, debt reduction, saving, and student loans.
• Sensitivity to the challenges faced by people living with low incomes, and respect for participants' goals and choices.
• Strong organizational and follow-up skills; able to manage a full appointment schedule and keep records current.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office, especially Excel.
• Ability to work independently and as part of a team.
• Reliable transportation, driver’s license, and flexible schedule including some evenings and weekends.

Responsibilities

• Provide one-on-one financial coaching in person and virtually on budgeting, credit building, debt reduction, saving, student loans, and money management.
• Help participants set goals and develop practical plans with accountability.
• Create individualized tools and share resources between appointments.
• Research community resources and financial programs to meet participants' needs.
• Document participant eligibility, referrals, and progress; update records promptly.
• Promote the program and represent SEVCA at community events; collaborate with partner programs.

Skills

Financial coaching

Budgeting

Credit building

Debt reduction

Excel

Communication

Education

Bachelor's degree preferred

Tools

Client database system

Job description

SEVCA is seeking a Financial Empowerment Coach in Vermont to support low-income participants in building financial well-being. You will provide one-on-one coaching in person and virtually, teach budgeting and savings, and lead group financial education classes.

You will collaborate with Family Services and community partners to connect clients with services, referrals, and resources, while developing financial literacy programs for diverse audiences.