Financial Wellbeing Coach, Credit

Operation HOPE

Financial Wellbeing Coach empowering clients for financial stability and knowledge in various formats. Providing personalized coaching and workshops on financial literacy to diverse communities.

Posted 7/28/2026full-timeColumbus, Whitehall • Ohio • 🇺🇸 United StatesJuniorMid-Level💰 $58,656 - $61,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial coaching, client relationship management, and workshop facilitation, with a strong focus on personalized action plans and community engagement. Proficient in utilizing CRM systems and Microsoft Office tools to enhance client interactions and reporting.

Highest-signal resume keywords

Financial CoachingClient Relationship ManagementWorkshop FacilitationProficiency in MS OfficeStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Financial CoachingBudgetingDebt ManagementSavings StrategiesCRM SoftwareWorkshop DeliveryData DocumentationClient Progress MonitoringAction Plan DevelopmentCommunity Resource Referral

Soft Skills

EmpathyPatienceConfidenceAccountabilityCultural Competency

Tools & Technologies

Dynamics CRMMS WordMS ExcelMS PowerPointVideo Conferencing Tools

Industry Keywords

Financial LiteracyClient EngagementCommunity NetworkingStrategic Performance ObjectivesNon-Profit Collaboration

About the role

Key responsibilities & impact

Financial Coaching: Recruit, build trust, and lead clients to achieve strategic performance objectives. Provide one-on-one coaching sessions to clients, addressing their specific financial concerns and goals. These sessions are offered in-person, by video conference, or over the phone. Develop personalized action plans based on individual client needs and circumstances. Educate clients on budgeting, debt management, savings strategies, and other relevant topics.
Workshop Facilitation: Establish and maintain relationships with local strategic alliance partners, including other local non-profit and for-profit businesses. Deliver group workshops and seminars, on various financial literacy topics, within the community. Build productive relationships with Bank Partners for shared Client relationships. Offer both virtual and in-person workshops as requested.
Client Relationship Management: Establish and maintain strong relationships with clients, fostering trust and open communication. Encourage clients to enroll through the client portal, available on our website. Coach client via Zoom, phone and in-person appointments. Monitor clients' progress towards financial goals through Dynamics, our client relationship software.
Resource Referral and Community Engagement: Connect clients with relevant resources, services, and financial products that align with their goals. Attend community and networking events. Stay updated on financial assistance programs, grants and other community resources that may benefit clients.
Documentation and Reporting: Maintain accurate and detailed records of client activities, impact, and success stories. Ensure all data entered has been captured in our CRM system, Dynamics.

Requirements

What you’ll need

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.
High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for diverse populations, while exhibiting cultural competency.
Strong communication skills both verbally and in writing to conduct presentations and meetings.
Self-starter with a demonstrated ability to work with minimal hands-on direction.
Empathetic and patient approach while working with individuals from diverse backgrounds.
Professional demeanor and attire will be required in this position.
This job requires personal transportation for travel within the designated market area.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Operation HOPE Website LinkedIn All Job Openings 201 - 500 employees Founded 1992 🤲 Charity 📚 Education 💸 Finance 💰 $450k Grant - Operation HOPE on 2025-04 Charity
Education
Finance Operation HOPE is a nonprofit organization that advances economic opportunity and financial dignity for underserved individuals and communities through financial education, one-on-one coaching, and access to tools for credit improvement, homeownership, and small business development. It runs community- and workplace-based programs—including disaster recovery and youth initiatives—offers certified training and counseling at no cost, and leads national partnerships and initiatives on financial and AI/crypto literacy. Operation HOPE also engages volunteers, donors, and corporate partners to scale impact and policy advocacy. Financial Wellbeing Coach, Credit 🔥 1 hour ago 🏢 Whitehall – Onsite 💵 $58.7k - $61k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 💸 Financial Planning and Analysis (FP&A) Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Financial Coaching: Recruit, build trust, and lead clients to achieve strategic performance objectives. Provide one-on-one coaching sessions to clients, addressing their specific financial concerns and goals. These sessions are offered in-person, by video conference, or over the phone. Develop personalized action plans based on individual client needs and circumstances. Educate clients on budgeting, debt management, savings strategies, and other relevant topics.
Workshop Facilitation: Establish and maintain relationships with local strategic alliance partners, including other local non-profit and for-profit businesses. Deliver group workshops and seminars, on various financial literacy topics, within the community. Build productive relationships with Bank Partners for shared Client relationships. Offer both virtual and in-person workshops as requested.
Client Relationship Management: Establish and maintain strong relationships with clients, fostering trust and open communication. Encourage clients to enroll through the client portal, available on our website. Coach client via Zoom, phone and in-person appointments. Monitor clients' progress towards financial goals through Dynamics, our client relationship software.
Resource Referral and Community Engagement: Connect clients with relevant resources, services, and financial products that align with their goals. Attend community and networking events. Stay updated on financial assistance programs, grants and other community resources that may benefit clients.
Documentation and Reporting: Maintain accurate and detailed records of client activities, impact, and success stories. Ensure all data entered has been captured in our CRM system, Dynamics. 🎯 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.
High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for diverse populations, while exhibiting cultural competency.
Strong communication skills both verbally and in writing to conduct presentations and meetings.
Self-starter with a demonstrated ability to work with minimal hands-on direction.
Empathetic and patient approach while working with individuals from diverse backgrounds.
Professional demeanor and attire will be required in this position.
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