Financial Wellness Coach - Grow Members' Wealth & Confidence

Hanscom; Billerica (MA); On-site; USD 38,255 - 47,830; Full time

Benefits offered by this job

Medical, Dental, Vision benefits

401(k) plan

Paid Sick and Vacation time

Job summary

Hanscom Federal Credit Union seeks a dynamic Financial Coach to provide personalized financial education and support. The role includes assisting members in achieving their financial goals through one-on-one consultations and workshops.

The ideal candidate will have 3-5 years of experience and a strong understanding of personal finance. Compensation ranges from $27.77/hr to $34.72/hr based on experience, and the role offers full-time, permanent status with benefits.

Qualifications

• 3 to 5 years of experience in finance or coaching roles.
• Detail-oriented with strong organizational skills.
• Ability to work independently and in teams.

Responsibilities

• Ensure branch operations align with compliance standards.
• Provide personalized financial coaching and education.
• Conduct workshops and individual consultations.

Skills

Strong understanding of personal finance

Excellent communication skills

Experience in conducting financial workshops

Organizational skills

Empathy for helping individuals

Tools

Financial software

Job description

Hanscom Federal Credit Union seeks a dynamic Financial Coach to provide personalized financial education and support. The role includes assisting members in achieving their financial goals through one-on-one consultations and workshops.

The ideal candidate will have 3-5 years of experience and a strong understanding of personal finance. Compensation ranges from $27.77/hr to $34.72/hr based on experience, and the role offers full-time, permanent status with benefits.