Operation HOPE

Financial Wellbeing Coach, Small Business

Operation HOPE

full-time

Posted on:

Location Type: Office

Location: Birmingham • Alabama • United States

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Salary

💰 $0 - $58,656 per year

About the role

  • Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
  • Analyze financial information obtained from clients to determine strategies for meeting client’s financial objectives.
  • Provide guidance on business plan creation, business operations, marketing strategies, and growth opportunities.
  • Facilitate small business workshops and training sessions covering credit and money management and various aspects of entrepreneurship.
  • Answer client’s questions about the purpose and details of financial plans and strategies.
  • Deliver engaging content on topics such as business planning, financial management and marketing.
  • Ability to deliver 8-Week Business Development Programs as assigned throughout the year.
  • Connect clients with relevant resources, networks, and support services.
  • Stay informed about government programs, grants, and other opportunities available to clients.
  • Collaborate with community partners to enhance the support system for entrepreneurs.
  • Track the progress of small businesses through coaching sessions and regular assessments.
  • Evaluate the impacts and outcomes of clients during the coaching program.
  • Provide feedback to clients and adjust coaching plans as needed.
  • Build and maintain relationships with local businesses, chambers of commerce, and community organizations.
  • Represent Operation HOPE at networking events and engage with stakeholders to enhance program visibility.

Requirements

  • Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.
  • Flexibility to deliver evening workshops to meet clients needs as determined.
  • Comfortable with meeting monthly and annual production goals.
  • Ability to meet tight deadlines and maintain effective time management.
  • Proven experience in small business coaching, consulting, or entrepreneurship.
  • Strong knowledge of business planning, financial management and marketing strategies.
  • Ability to empathize with and understand the unique challenges faced by small business owners.
  • Strong Presentation Skills, both in-person and virtually.
  • The ability to facilitate group workshops, maintain engagement, and navigate participant inquiries.
  • Possess cultural competency and the ability to support diverse backgrounds.
  • Multitask oriented – the right candidate must have the ability to begin, manage and complete several projects and program relationships simultaneously.
  • Excellent communication and interpersonal skills.
  • Proficiency in MS Word, Excel, and PowerPoint will be required in this position.
  • Access to personal transportation that will allow them to travel within the designated market.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysisbusiness planningfinancial managementmarketing strategiessmall business coachingconsultingentrepreneurshiptime managementpresentation skillsmultitasking
Soft Skills
empathycommunicationinterpersonal skillscultural competencyengagementflexibilityrelationship buildingcollaborationfeedback provisionproblem-solving