Financial Wellbeing Coach, Credit

Operation HOPE

Financial Wellbeing Coach at Operation HOPE, conducting financial literacy workshops and personalized coaching for clients' financial empowerment. Focus on budgeting, debt management, and client resource connection.

Posted 7/8/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesJuniorMid-Level💰 $64,000 - $67,000 per yearWebsite

About the role

Key responsibilities & impact

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.
Deliver group workshops and seminars on various financial literacy topics within the community.
Build productive relationships with Bank Partners for shared Client relationships.
Encourage clients to enroll through the client portal, available on our website.
Monitor clients' progress towards financial goals through Dynamics, our client relationship software.
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

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 🔥 3 hours ago 🏢 Boston – Onsite 💵 $64k - $67k / 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
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.
Deliver group workshops and seminars on various financial literacy topics within the community.
Build productive relationships with Bank Partners for shared Client relationships.
Encourage clients to enroll through the client portal, available on our website.
Monitor clients' progress towards financial goals through Dynamics, our client relationship software.
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.
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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Hard Skills & Tools

Financial Literacy EducationDebt ManagementSavings StrategiesPersonalized Action PlansClient Progress Monitoring

Soft Skills

Strong Communication SkillsEmpathyProfessionalismResilienceCultural Competency