Operation HOPE

Financial Wellbeing Coach, Credit

Operation HOPE

full-time

Posted on:

Location Type: Office

Location: Atlanta • United States

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Salary

💰 $58,656 - $60,000 per year

About the role

  • Provide one-on-one coaching sessions to clients, addressing their specific financial concerns and goals.
  • Develop personalized action plans based on individual client needs and circumstances.
  • Educate clients on budgeting, debt management, savings strategies, and other relevant topics.
  • Deliver group workshops and seminars, on various financial literacy topics, within the community.
  • Establish and maintain strong relationships with clients, fostering trust and open communication.
  • Connect clients with relevant resources, services, and financial products that align with their goals.
  • Maintain accurate and detailed records of client activities, impact, and success stories.

Requirements

  • Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.
  • Proficiency in MS Word, Excel, and PowerPoint will be required in this position.
  • Presentation skills - the right candidate can conduct workshops with a varying number of attendees.
  • Self-starter with a demonstrated ability to work with minimal hands-on direction.
  • Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
  • Excellent communication and interpersonal skills.
  • Empathetic and patient approach in working with individuals from diverse backgrounds.
Benefits
  • Health insurance
  • Retirement plans
  • Professional development
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial literacybudgetingdebt managementsavings strategiesaction plan developmentrecord keeping
Soft Skills
communicationinterpersonal skillspresentation skillsempathypatienceself-starter