Impactful Financial Coach & Career Catalyst

City of Boston

Boston (MA)

On-site

USD 65,000 - 85,000

Full time

3 days ago
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Job summary

The City of Boston seeks a Financial Coach/Career Specialist to help clients create action plans toward financial stability and improved employability. You will manage one-on-one coaching, budget development, credit-building guidance, and documentation in Salesforce within a team environment.

Responsibilities include outreach to employers, conducting workshops on budgeting and banking, and guiding clients through benefits and job placement processes across Roxbury, Dorchester, Mattapan, and

Qualifications

  • Bachelor’s degree or equivalent; 3+ years of work experience preferred.
  • Experience in financial and/or employment coaching or related field.
  • Knowledge of credit, debt, and money management; savings and non-predatory financial products.

Responsibilities

  • Articulate the mission, objectives, and programs to clients and partners.
  • Conduct one-on-one financial coaching and build long-term client relationships.
  • Develop budgets, review credit reports, and plan strategies to improve net worth.
  • Document client outcomes in Salesforce and manage CFA updates.
  • Assist in recruitment, outreach, and retention strategies for coaching participants.
  • Provide workshops on budgeting, saving, banking products, credit building, and identity theft.

Skills

Interpersonal skills
Bilingual (English/Spanish)
Interviewing
Presentation

Education

Bachelor’s degree or equivalent

Tools

Salesforce
Microsoft Office
Google Workspace

Job description

The City of Boston seeks a Financial Coach/Career Specialist to help clients create action plans toward financial stability and improved employability. You will manage one-on-one coaching, budget development, credit-building guidance, and documentation in Salesforce within a team environment.

Responsibilities include outreach to employers, conducting workshops on budgeting and banking, and guiding clients through benefits and job placement processes across Roxbury, Dorchester, Mattapan, and

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