Float Fin Wellness Coach

Hanscom Federal Credit Union; Boston (MA); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Medical, Dental, Vision

FSA, 401(k)

Student Loan Paydown

Paid Sick and Vacation time

Mileage reimbursement

Professional development

Career growth opportunities

Job summary

Hanscom Federal Credit Union is seeking a Float Financial Wellness Coach to empower members with personalized coaching, workshops, and strategies for budgeting, debt management, and credit improvement. You will travel between branch locations to support members and grow financial well-being.

The role emphasizes education, community engagement, and delivering practical guidance to help members reach their financial goals and build stronger financial futures.

Qualifications

• Bachelor's degree preferred in Finance, Economics, Business, Behavioral Finance, Social Work, Credit Counseling, or related field.
• Financial coaching or counseling certification preferred.
• 3–5 years of experience in financial services, coaching, counseling, education, or related field.

Responsibilities

• Provide personalized financial coaching and education to members and prospective members.
• Assist members with budgeting, savings strategies, debt management, credit improvement, and financial goal setting.
• Develop customized financial plans tailored to individual needs and objectives.
• Conduct one-on-one consultations and monitor member progress toward financial goals.
• Deliver financial wellness workshops, seminars, webinars, and community education events.
• Educate members on credit union products and services that support their financial well-being.
• Analyze financial information and credit reports to identify opportunities and recommend solutions.
• Maintain accurate documentation of member interactions and program outcomes.
• Stay current on industry trends, regulations, and financial wellness best practices.
• Travel regularly between branch locations within the assigned service area to support members where they need you most.

Skills

Financial coaching

Communication

Budgeting

Credit knowledge

Debt management

Time management

Team collaboration

Interpersonal skills

Relationship-building

Education

Bachelor's degree in Finance, Economics, Business or related field

Financial coaching/counseling certification preferred

Job description

It's an exciting time to be at Hanscom Federal Credit Union!

As a member of our Financial Wellness team, you will join a dynamic group of purpose-driven individuals dedicated to improving the financial well-being of our members and communities. As a Float Financial Wellness Coach, you'll provide personalized financial coaching, education, and guidance that empowers individuals and families to achieve their financial goals, improve financial confidence, and build a stronger financial future. You'll have the opportunity to make a meaningful impact through one-on-one coaching, financial wellness workshops, and community engagement while supporting members across multiple branch locations.

Who we are – Hanscom Federal Credit Union

• Members-first – our members are our top priority. We make business decisions with our members at the top of mind.
• Integrity – we're honest and committed to doing what's best for our members and our company. What is right isn't always easy.
• Teamwork – we are in this together and we all benefit from our success.
• Innovation – we identify new ideas for processes or products that will lead to positive changes and take the initiative to implement them.
• Empathy – we understand that communication starts by listening, understanding diverse perspectives, and caring about others' sustained success.

What we offer

$28.93/hr to $36.16/hr

Compensation for this position will be determined based on the candidate's experience, skills, and qualifications. Final pay may vary depending on factors such as prior experience, expertise, and specific requirements of the role. We are committed to offering competitive compensation and will discuss the final pay rate with candidates should an offer be made.

• Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits.
• Mileage reimbursement for business-related travel between branch locations.
• Professional development and financial wellness certification opportunities.
• We are committed to fostering career growth and development. When you join our organization, it's not just a job.
• We look to develop your skills aligned to our business needs and help you progress in your career.

Who you are – Float Financial Wellness Coach

You are a relationship-focused professional who is passionate about helping others achieve financial success. You have strong financial knowledge, exceptional communication skills, and the ability to build trust with members from diverse backgrounds. You enjoy educating, coaching, and empowering individuals to make informed financial decisions and are motivated by the opportunity to improve lives through meaningful financial guidance. You are organized, self-motivated, and comfortable traveling between branch locations to support member needs.

What you'll do

• Provide personalized financial coaching and education to members and prospective members.
• Assist members with budgeting, savings strategies, debt management, credit improvement, and financial goal setting.
• Develop customized financial plans tailored to individual needs and objectives.
• Conduct one-on-one consultations and monitor member progress toward financial goals.
• Deliver financial wellness workshops, seminars, webinars, and community education events.
• Educate members on credit union products and services that support their financial well-being.
• Analyze financial information and credit reports to identify opportunities and recommend solutions.
• Maintain accurate documentation of member interactions and program outcomes.
• Stay current on industry trends, regulations, and financial wellness best practices.
• Travel regularly between branch locations within the assigned service area to support members where they need you most.

What you'll bring

• 3 to 5 years of experience in financial services, financial coaching, counseling, education, or a related field.
• Strong understanding of personal finance, budgeting, credit, lending, and debt management.
• Experience conducting workshops, presentations, or one-on-one coaching sessions.
• Excellent communication, interpersonal, and relationship-building skills.
• Strong organizational, analytical, and time management abilities.
• Ability to work independently and collaboratively in a team environment.
• A genuine passion for improving the financial well-being of others.

Education & Certifications

• Bachelor's degree in Finance, Economics, Business, Behavioral Finance, Social Work, Credit Counseling, or a related field preferred.
• Financial coaching or counseling certification preferred.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.