Bilingual Credit Financial Wellbeing Coach

Operation HOPE

Bilingual Financial Wellbeing Coach enhancing financial literacy through coaching and workshops. Join Operation HOPE in fostering financial dignity and opportunity in communities.

Posted 7/14/2026full-timeSeattle • Washington • 🇺🇸 United StatesJuniorMid-Level💰 $32 - $33 per hourWebsite

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 emphasis on cultural competency and bilingual communication. Proficient in utilizing CRM systems and financial literacy tools to empower clients towards achieving their financial goals.

Highest-signal resume keywords

Financial CoachingClient Relationship ManagementWorkshop FacilitationBilingual CommunicationCustomer Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial LiteracyBudget ManagementCredit Report InterpretationMS WordMS ExcelMS PowerPointPresentation SkillsClient Progress MonitoringAction Plan DevelopmentResource Referral

Soft Skills

EmpathyPatienceCommunication SkillsCultural CompetencyProfessionalism

Tools & Technologies

Dynamics CRMClient Portal

Industry Keywords

Financial EmpowermentNon-ProfitCommunity EngagementNetworkingFinancial Assistance Programs

About the role

Key responsibilities & impact

Join our team at Operation HOPE, a transformative and national non-profit organization committed to fostering financial empowerment and prosperity within communities and individuals.
As a Financial Wellbeing Coach, you will be instrumental in shaping a future where financial security and knowledge are accessible to all.
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. 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.
Service Spanish Speaking Clients: Fluency in English and Spanish, with the ability to effectively communicate to engage with the Hispanic and Latino community. Excellent written and verbal communication skills both and English and Spanish. Networking skills, demonstrating accuracy, clarity, and cultural sensitivity to ensure consistent messaging and accessibility for Spanish-speaking stakeholders.

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.
Experience using Customer Relationship Management programs.
Knowledge of interpreting Credit Report information.
Experience building and maintaining financial budgets.
Public speaking skills in both English and Spanish.

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. Bilingual Credit Financial Wellbeing Coach 🔥 37 minutes ago 🏢 Seattle – Onsite 💵 $32 - $33 / hour ⏰ Full Time 🟢 Junior 🟡 Mid-level 💸 Financial Planning and Analysis (FP&A) 🗣️🇪🇸 Spanish Required Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Join our team at Operation HOPE, a transformative and national non-profit organization committed to fostering financial empowerment and prosperity within communities and individuals.
As a Financial Wellbeing Coach, you will be instrumental in shaping a future where financial security and knowledge are accessible to all.
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. 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.
Service Spanish Speaking Clients: Fluency in English and Spanish, with the ability to effectively communicate to engage with the Hispanic and Latino community. Excellent written and verbal communication skills both and English and Spanish. Networking skills, demonstrating accuracy, clarity, and cultural sensitivity to ensure consistent messaging and accessibility for Spanish-speaking stakeholders. 🎯 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.
This job requires personal transportation for travel within the designated market area.
Experience using Customer Relationship Management programs.
Knowledge of interpreting Credit Report information.
Experience building and maintaining financial budgets.
Public speaking skills in both English and Spanish. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Financial Solutions Advisor 🕒 June 14 Bank of America 10,000+ employees 🏦 Banking 💸 Finance 💳 Fintech Website LinkedIn All Job Openings Financial Solutions Advisor guiding clients at Bank of America to achieve their financial goals. Building relationships and working in financial centers to deliver banking and investment solutions. 🏢 Seattle – Onsite 💵 $28 - $33 / hour ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Financial Solutions Advisor 🕒 June 13 Bank of America 10,000+ employees 🏦 Banking 💸 Finance 💳 Fintech Website LinkedIn All Job Openings Financial Solutions Advisor at Bank of America helping clients with banking and investment solutions. Guiding client relationships while obtaining necessary licenses for the role. 🏢 Seattle – Onsite 💵 $28 - $33 / hour ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Financial Solutions Advisor 🕒 June 11 Bank of America 10,000+ employees 🏦 Banking 💸 Finance 💳 Fintech Website LinkedIn All Job Openings Financial Solutions Advisor providing banking and investment solutions through personalized client relationships. Pursuing required licenses to facilitate client financial goals. 🏢 Seattle – Onsite 💵 $28 - $33 / hour ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Financial Analyst – Commercial Real Estate 🕒 May 20 Colliers 10,000+ employees 🏠 Real Estate Website LinkedIn All Job Openings Financial Analyst providing expert financial analysis, drafting offering memorandums for Colliers' Capital Markets team. Collaborating with brokers, managing analysis, and presenting findings. 🏢 Seattle – Onsite 💵 $74.1k - $78k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Mid-Level Project Finance Associate – Renewable Energy 🕒 November 26, 2025 Stoel Rives LLP 501 - 1000 🏢 Enterprise Website LinkedIn All Job Openings Mid-Level Project Finance Associate managing debt and tax equity transactions in renewable energy. Supporting construction financing and collaborating with cross-functional teams on project matters. 🏢 Seattle – Onsite 💵 $235k - $295k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor View More Financial Planning and Analysis (FP&A) Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs