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Financial Coach | Financial Coach in Accounting & Finance Job at The Financial Clinic in New Y1

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Financial Coach

New York, NY

After ten years, The Financial Clinic (the Clinic) has demonstrated a gold standard model for building financial security for working poor families. A high-performing organization with a focus on results, the Clinic has put $50 million back in the pockets of more than 15,000 customers, supported more than 345 organizations in 23 states embed financial security actions into their program models, and successfully launched several policy campaigns in support of working poor families. The Financial Security Ecosystem is a best practice model, where financial security is 1st baked into partners services and programming to create financial security at scale, as well as accelerate their impact. Where front line staff surface issues, the ecosystem includes Financial Coaches and personal finance attorneys who assume responsibility for customers problems, and whose internal support boosts the skills and confidence of the front line staff. Requirements Reporting to the Clinic's Assistant Director of Financial Coaching, a Financial Coach has the following required responsibilities: * Hold twenty meetings per week with lower-income New Yorkers, helping them combat financial insecurity. * Record customer info and meeting progress data precisely, accurately, and on time. * Facilitate Financial Coaching workshops for small groups of customers, on occasion. * Tell engaging customer success stories, verbally and in writing. * Actively contribute to Change Machine, the Clinic's social enterprise and all-in-one Financial Coaching platform. * Maintain good relationships with partner organizations of The Financial Clinic, and be open to forming relationships with new coaching sites or referral partners. Requirements: * B.A. or B.S. demonstrating rigorous coursework and achievement. Major in a field related to financial coaching (e.g. economics or finance but also psychology or behavioral economics) a plus. * 2 Years' professional expertise (ideally in a related position such as coaching/counseling, sales, or finance). * Self starting--You do whatever needs to be done (and more) with little supervision. * Superb written and oral communication abilities, and strong people skills. * Exceptional organization and process management (i.e. starting multi-step projects and seeing them through to completion). * Bottom-line focus--You should be excited about working at a goal-driven and quantitative organization. * Proficiency with Google and Microsoft suites (e.g. Google docs and Excel). * Willingness to work with and support vulnerable populations such as survivors of domestic violence. (Note: the financial coach provides financial coach to these populations. 1st-level support such as safety planning is provided by onsite case managers.) * (Preferred) Proficiency in a 2nd language (especially Spanish). * Two-year commitment to The Financial Clinic. Benefits Not only is The Financial Clinic a national leader in fighting poverty, it's a great place to work [****************************************************************************************************************************** We provide each employee with: * Competitive compensation * Great benefits program: includes medical, dental, life, 401(k), transportation subsidy and more * Ample vacation time: 4 weeks of paid vacation accumulated during the year plus twelve federal holidays * 1st Fridays: work from home every 1st Friday of the month * Professional Development: After 10 yrs as a high-performing nonprofit, we still operate like a fun startup with opportunities to contribute and grow * Work-life balance: if the generous vacation time and 1st Fridays havent convinced you, let us assure you that we are serious about work-life balance. Fun working atmosphere [****************************************************************************************************************************** we work out of a beautifully designed open workspace that promotes team building. We schedule monthly socials [********************************************************************************************************************************** to celebrate staff birthdays and have been known to throw surprise parties [*********************************************************************************************************************************** If you want to have 1 of the best work-life experiences of your career, join us! To apply, please submit a resume and introductory letter. Cover letters should be addressed to Stefan Hench, Director of Services. Interviews will be held on an ongoing basis.
The Financial Clinic
July 17 on TopUSAJobs
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More About this Listing: Financial Coach
Financial Coach is a Accounting & Finance Financial Coach Job at The Financial Clinic located in New York NY. Find other listings like Financial Coach by searching Oodle for Accounting & Finance Financial Coach Jobs.