Float Financial Wellness Coach - Empower Members' Futures

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

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.