Financial Wellness Coach - North Texas

Foundation Communities; Arlington (TX); On-site; USD 50,000 - 61,000; Full time

Benefits offered by this job

Employer-paid health benefits

401(k) retirement plan

Employee Assistance Program (EAP)

Paid leave

Job summary

Foundation Communities in North Texas seeks a Financial Wellness Coach to support financial coaching, program oversight, and community partnerships. The role involves evaluating participant needs, coordinating services with staff, and leading workshops while building community ties and volunteer networks.

The position requires a bachelor’s degree or equivalent, at least two years of related experience, strong communication and analytical skills, and the ability to travel across North Texas.

Qualifications

• Bachelor's degree in a related field or equivalent education and experience.
• Minimum two years of experience in financial coaching, program coordination, volunteer management, or related work.
• Strong communication, analytical, organizational, problem-solving, and relationship-building skills.
• Ability to exercise independent judgment, manage competing priorities, and evaluate program effectiveness.
• Experience working with diverse populations and collaborating with community partners.
• Proficiency in Microsoft Office and electronic recordkeeping and reporting systems.
• Ability to maintain confidentiality and travel regularly throughout North Texas.

Responsibilities

• Financial Coaching and Participant Services: Assess participant financial needs and develop individualized plans addressing budgeting, savings, credit, debt reduction, and financial goals.
• Program Oversight and Coordination: Independently evaluate program needs, establish operational priorities, and manage assigned initiatives.
• Volunteer Engagement and Community Partnerships: Develop and oversee volunteer recruitment, onboarding, training, scheduling, engagement, and retention strategies.
• Additional Responsibilities: Support outreach, organizational initiatives, and special projects.

Skills

Communication

Analytical

Organizational skills

Problem-solving

Relationship-building

Travel

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

FOUNDATION COMMUNITIES JOB DESCRIPTION

Job Title: Financial Wellness Coach – North Texas Department: Financial Stability Reports To: Director of North Texas Programs Location: North Texas FLSA Status: Exempt | Employment Status: Full-Time Annual Salary: $55,000

Full Time Clerical Arlington, TX, US

Salary: $55,000.00 Annually

Position Description

The Financial Wellness Coach supports Foundation Communities' mission through financial coaching, program oversight, volunteer engagement, and community partnerships throughout North Texas. This position independently evaluates participant and program needs, develops financial wellness strategies, manages assigned initiatives, and recommends improvements to strengthen program effectiveness and community impact.

Primary Duties and Responsibilities

Financial Coaching and Participant Services

• Assess participant financial needs and develop individualized plans addressing budgeting, savings, credit, debt reduction, and financial goals.
• Manage participant caseloads, provide financial coaching, and coordinate services with Case Managers and program staff.
• Facilitate financial education workshops, including Mind Over Money, and maintain accurate participant records and documentation.

Program Oversight and Coordination

• Independently evaluate program needs, establish operational priorities, and manage assigned initiatives within organizational guidelines.
• Analyze program outcomes, resolve operational challenges, and exercise independent judgment in recommending improvements to service delivery and resource utilization.
• Prepare performance reports, impact summaries, and strategic recommendations for leadership.

Volunteer Engagement and Community Partnerships

• Develop and oversee volunteer recruitment, onboarding, training, scheduling, engagement, and retention strategies.
• Coordinate volunteer staffing, applicable IRS certification activities, and internship programs.
• Identify, evaluate, and develop partnerships with colleges, corporations, and community organizations to advance program objectives.
• Serve as a primary contact for volunteers, interns, and community partners.

Additional Responsibilities

• Support outreach, organizational initiatives, and special projects.
• Exercise delegated decision-making authority over assigned program activities and priorities.
• Perform other duties as assigned.
• Bachelor's degree in a related field or equivalent education and experience.
• Minimum two years of experience in financial coaching, program coordination, volunteer management, community engagement, or related work.
• Strong communication, analytical, organizational, problem-solving, and relationship-building skills.
• Ability to exercise independent judgment, manage competing priorities, and evaluate program effectiveness.
• Experience working with diverse populations and collaborating with community partners.
• Proficiency in Microsoft Office and electronic recordkeeping and reporting systems.
• Ability to maintain confidentiality and travel regularly throughout North Texas.

Preferred Requirements

• Experience with VITA, financial stability programs, or nonprofit services.
• Financial coaching certification or related training.
• Bilingual in English and Spanish.

Working Conditions and Physical Requirements

Work is performed in office and community settings, with regular travel throughout North Texas and occasional evening or weekend hours. Duties require frequent sitting, standing, walking, computer use, and communication, with occasional lifting of up to 20 pounds.

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.

Compensation and Benefits

This is a full-time, exempt position with an annual salary of $55,000. Benefits include employer-paid health benefits, a 401(k) retirement plan, Employee Assistance Program (EAP), paid leave, and other benefits subject to organizational policies and eligibility requirements.

Additional Requirements and Disclaimer

This description outlines the general nature of the position and is not an exhaustive list of duties. Employees must comply with Foundation Communities policies, procedures, and applicable safety and confidentiality requirements. Responsibilities may change based on organizational needs. This description does not constitute an employment contract or alter the at-will employment relationship.

Equal Opportunity Employer

Foundation Communities is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other legally protected status.

Employee Acknowledgment

I acknowledge receipt and understanding of this job description and its associated responsibilities and expectations.

Employee Name: __________________________________

Employee Signature: ______________________________

Date: __________________