Financial Wellness Coach II

Balance Financial Wellness; Las Vegas (NV); On-site; USD 23,866 - 33,992; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k retirement plan

Paid time off

Paid federal holidays

Training program

Job summary

Balance is seeking a Financial Coach II to provide one-on-one coaching sessions by phone and online, helping clients set and reach financial goals while offering guidance on credit, budgeting, and planning. The role includes scheduling and documenting sessions, and representing Balance at community events.

The position emphasizes active listening, empathy, and empowering clients to improve their financial well-being, with occasional Saturday shifts and the possibility of outreach in community

Qualifications

• Associates degree from an accredited college required.
• 1–2 years related experience in EAP, financial services, counseling, banking, credit and collections; or equivalent combination preferred.
• Balance Coaching Academy required within 90 days of employment; NACCC exam and certification required within 90 days; compliance courses required within 90 days.

Responsibilities

• Provide one-on-one financial coaching sessions to assess needs and develop specific strategies to empower clients to resolve financial problems and meet goals.
• Provide information about credit, debt issues, credit reports, housing, identity theft, budgeting, planning and retirement options.
• Assist clients in creating personalized action plans to support and motivate progress toward goals.
• Deliver continuing education, guidance, and resources to help clients accomplish planned outcomes and change behaviors.
• Schedule appointments, confirm and reschedule as needed; enter notes in the client management database.
• Represent Balance at community events, partner meetings, or workshops.

Skills

Bilingual in Spanish

Confidentiality

Strong communication skills

Organizational skills

Punctuality

Team player

Education

Associate degree

Tools

MS Office

Client management system

Job description

Balance is seeking a Financial Coach II to provide one-on-one coaching sessions by phone and online, helping clients set and reach financial goals while offering guidance on credit, budgeting, and planning. The role includes scheduling and documenting sessions, and representing Balance at community events.

The position emphasizes active listening, empathy, and empowering clients to improve their financial well-being, with occasional Saturday shifts and the possibility of outreach in community