Financial Coach

Make a Difference in the Lives of Youth and Families Mary Rigg Neighborhood Center is seeking a compassionate, mission-driven Financial Coach to assist workforce program participants in building a sustainable future for themselves. The ideal candidate is a compassionate, client-focused financial coach who is passionate about helping individuals and families achieve financial stability and long-term economic success. They possess strong knowledge of personal finance topics, including budgeting, debt reduction, credit improvement, savings strategies, and financial goal setting, and can effectively translate complex financial concepts into practical, actionable guidance. As a key member of our team, you will oversee programming for a variety of workforce development grants with dedicated financial outcomes. You’ll also be integrated into other services offered at MRNC focused on the whole family with a 2-gen approach. Key Responsibilities Client Financial Coaching Schedule and conduct individual financial coaching sessions with assigned clients through phone, virtual, and in-person meetings. Provide personalized coaching and guidance on budgeting, saving, debt reduction, credit improvement, financial goal setting, and asset-building strategies. Educate clients on financial literacy topics to increase confidence and self-sufficiency in managing current and future financial challenges. Develop individualized action plans and spending strategies to help clients achieve financial stability and long-term goals. Assess client eligibility for financial assistance programs and grant funding, process approved assistance, and maintain accurate grant-related records and spreadsheets. Maintain regular follow-up with clients to monitor progress, provide accountability, and adjust financial goals as needed. Financial Education, Outreach, and Workshops Design, update, and customize financial education curricula and workshop content based on participant needs and program goals. Serve as a subject matter resource on financial coaching, budgeting, credit management, and financial empowerment for staff, partners, and community stakeholders as needed. Community Resource Navigation Connect participants to community resources, public benefits, workforce support, tax preparation services, banking products, and other economic mobility opportunities. Build and maintain relationships with community partners that support clients' financial needs and goals. Data Management and Reporting Complete and maintain client assessments, financial coaching records, and program documentation in designated databases and case management systems. Enter, track, and update client data, outcomes, budgets, and workshop participation records in a timely and accurate manner. Monitor client progress toward established financial goals and document measurable outcomes. Prepare reports and maintain records required for program evaluation, grant compliance, and organizational reporting. Collaborate with program leadership to ensure data integrity and completion of required financial coaching documentation. Administrative and Organizational Support Attend staff meetings, trainings, and professional development opportunities as appropriate. Meet established program performance metrics related to participant engagement, coaching completion, savings goals, employment retention, credit improvement, or other grant outcomes. Support continuous quality improvement efforts through data analysis and participant feedback. Maintain confidential client records and ensure compliance with organizational policies and procedures. Support organizational initiatives that advance financial wellness, economic mobility, and client success. What We're Looking For The successful candidate is a compassionate, client-centered professional who is passionate about helping individuals and families achieve financial stability and economic mobility. They combine strong financial coaching skills with excellent communication, relationship-building, and data management abilities, and are committed to empowering clients to achieve their financial goals. Qualifications College degree preferred; High School Diploma or equivalent, along with relevant experience. 2-3 years of experience in financial coaching, financial counseling, workforce development, case management, social services, or related field. Experience working with low-to-moderate income individuals and families. Experience facilitating workshops or group trainings. Experience managing grant-funded programs or outcomes-based services preferred. Ability to use a sophisticated database and financial tracking system; ETO experience preferred. Dependable; flexible scheduling with some regular evenings required Desired Skills/Knowledge Excellent verbal and written communication skills. Strong interpersonal and relationship-building abilities. Customer service mindset with a commitment to professionalism. Ability to work collaboratively with staff, community partners, and neighbors. Passion for service and community engagement. Commitment to continuous learning and improvement. Commitment to confidentiality, ethical practices, and professional standards. Flexibility, adaptability, and willingness to participate in ongoing professional development. Knowledge of personal finance topics including budgeting, credit, debt management, savings, asset building, and consumer financial protection. Familiarity with financial capability or financial wellness frameworks. AFC (Accredited Financial Counselor), FFC, CFPB Financial Coaching certification, or willingness to obtain certification (preferred). Why Mary Rigg Neighborhood Center? At Mary Rigg, we are dedicated to strengthening families and building a stronger community. If you are passionate about serving others and want to make a lasting impact on the lives of our neighbors, we encourage you to apply. Applications must be submitted no later than September 22, 2026. #J-18808-Ljbffr