Financial Coach (Start Date May 2020) at Compass Working Capital

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

25 Aug, 26

Salary

0.0

Posted On

27 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Coaching, Budgeting, Credit Building, Debt Management, Asset Building, Interpersonal Skills, Organizational Skills, Written Communication, Verbal Communication, Cultural Humility, Case Management, Client Relationship Management

Industry

Non-profit Organizations

Description

ABOUT COMPASS Compass is an innovative, mission-driven organization that supports families with low incomes to save for their future and access greater economic opportunity. We believe in our clients and in their ability to achieve their goals and dreams. We operate high-quality financial coaching and savings programs, and pursue opportunities to shape the national approach to poverty through practice and policy change. Compass is also an emerging leader in a national effort to leverage housing assistance as a platform for economic mobility. We are looking for people who want to be part of taking our programs and our impact to the next level. For more information, please visit us on our website, www.compassworkingcapital.org [http://www.compassworkingcapital.org/] ABOUT THE JOB We are looking for mission-driven, results-oriented, and collaborative individuals to join our growing team of Financial Coaches. Financial Coaches deliver one-on-one financial coaching and guidance to Compass clients. Coaches support families to set and reach financial goals including, budgeting, increasing income, building credit, buying a home, starting a business, pursuing postsecondary education, and saving for children’s education. The start date for this position is late February or early March 2020. OUR FINANCIAL COACHES EMBODY OUR VALUES Believe in People: At Compass, we have a fundamental belief in all clients and their ability to achieve their goals and dreams. Our unique approach to coaching fosters a culture of aspiration, dignity, and hope. Pursue Excellence: We hold ourselves to the highest professional and ethical standards in every aspect of our work, and we strive to always do better. Go Further Together: Our team builds trust, respects each other, and acts with care and empathy. We believe in harnessing our strengths to find joy in what we do and in doing this work as a team, and to bring out the best in each other. PRIMARY RESPONSIBILITIES * Provide ongoing, customized one-on-one financial coaching and guidance to Compass clients across five core areas: income growth, credit, debt, savings, and long-term asset building. * Work with clients to set goals and to establish shorter-term action steps to help reach those larger goals. Be a partner, a champion, and a support to clients throughout their journey in the program. * Provide referrals for resources and services to help clients reach their goals. * Record client information and progress data precisely, accurately, and on time, with a rigorous dedication to confidentiality and data security protocols. * Maintain knowledge about basic elements of the organization’s core FSS program. QUALIFICATIONS AND SKILLS REQUIRED * Commitment to Compass’ mission and values with a passion for working with families with low incomes * Interest in learning about personal finance and consumer issues, particularly those relating to families with low income. A prior background in personal finance is not required. Training and opportunity for certification will be provided. * Cultural humility. Openness to and respect for others’ cultures, identities, and lived experiences. * Strong interpersonal skills. Demonstrated ability to establish and build strong, trusting partnerships with clients. * Excellent organizational skills. Detail-oriented with the ability to complete work accurately and efficiently. * Excellent written and verbal communication skills, including ability to explain complex information in plain language. PREFERRED * Prior experience working with low-income families and communities * Prior experience providing coaching, counseling, or mentoring * Professional experience, education, or certification in personal finance * Bachelor’s Degree or comparable education and work experience * Proficiency or fluency in Haitian-Creole, Amharic, or Spanish. This job description is not intended to provide a comprehensive listing of all duties or responsibilities. Job duties and responsibilities may change at any time based on coaching methods and program partners. BENEFITS Healthcare: medical, dental, vision Retirement plan 401(k) & match Life insurance & disability Insurance Paid time off Paid parental leave Flexible Spending Account (FSA) Dependent Care Flexible Spending Account Professional development & certification Pre-tax commuter benefits Employee Assistance Program (EAP) Discounted shopping and entertainment Voluntary pet insurance and more ADDITIONAL INFORMATION This position is based in Boston, MA. Required hours could include a combination of workday, evening, and weekend hours to accommodate the needs of our clients. Occasional travel to other Compass offices (Lynn, MA) and other communities may be required. Compass is an equal opportunity employer and committed to hiring individuals who reflect the diversity of the communities it serves. Compass, as a contractor of Boston Housing Authority, also provides hiring preference to Section 3 residents. Section 3 Residency is defined as being an authorized resident of Boston Housing Authority or a “low-income resident” of the Boston Metropolitan Statistical Area, which includes Suffolk, Norfolk, Middlesex, Essex, Plymouth, Strafford (NH), and Rockingham (NH) Counties. For the purposes of Section 3, low-income is defined as as 80% of the Area Median Income. To learn more information about Section 3 income eligibility, check out this page on the Housing and Urban Development (HUD) Website [https://www.huduser.gov/portal/datasets/il/il2019/2019summary.odn]. To apply, please submit a resume and a cover letter that outlines your interest in this role at [https://app.trinethire.com/companies/18417-compass-working-capital-inc/jobs/18252-financial-coach] compassworkingcapital.org/careers [http://compassworkingcapital.org/careers]

Responsibilities

Provide customized one-on-one financial coaching to low-income clients focusing on income growth, credit, debt, and savings. Support clients in setting financial goals and provide referrals to necessary resources and services.