Financial Wellness Coach — Credit & Budgeting

Operation-Hope; Miami (FL); On-site; USD 58,000 - 61,000; Full time

Job summary

Operation-Hope in Miami, FL is hiring a Financial Wellbeing Coach. This role involves providing personalized financial coaching and conducting workshops to empower communities with financial literacy and management. A bachelor's degree or 2+ years of financial industry experience is preferred.

The ideal candidate will demonstrate exceptional people skills and strategic thinking while fostering relationships with clients and community partners.

Qualifications

• Possess strategic thinking expertise and plan tactical strategies.
• Meet production goals and multitask effectively.
• Have a patient and empathetic approach working with diverse backgrounds.

Responsibilities

• Provide one-on-one coaching sessions to address clients' financial concerns.
• Deliver group workshops on financial literacy topics.
• Maintain relationships with clients and encourage enrollment.

Skills

Strategic thinking

Analytical skills

People skills

Knowledge of personal finance

Communication skills

Education

Bachelor’s degree or 2+ years experience

Tools

MS Word

Excel

PowerPoint

Job description

Operation-Hope in Miami, FL is hiring a Financial Wellbeing Coach. This role involves providing personalized financial coaching and conducting workshops to empower communities with financial literacy and management. A bachelor's degree or 2+ years of financial industry experience is preferred.

The ideal candidate will demonstrate exceptional people skills and strategic thinking while fostering relationships with clients and community partners.