Wealth Building Coach

Job Description

Job Description

The Opportunity

The Baltimore Regional Housing Partnership (BRHP), which operates the Baltimore Housing Mobility Program, is a 501(c)(3) that assists over 4,000 qualified families in moving from areas of concentrated poverty and obtaining quality and affordable housing in communities with strong schools, low crime, and ample job opportunities in high opportunity areas within Baltimore City and Anne Arundel, Baltimore, Carroll, Harford, and Howard Counties.

BRHP seeks a Wealth Building Coach that cares about providing the best services to low-income families, is mission driven & results oriented and is able to deliver sound financial coaching and guidance to our families enrolled in the Growing Assets and Income (GAIN) program. The Wealth Building Coach supports 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.

 

Essential Duties and Responsibilities

The below statements are intended to describe the general nature and scope of work for the Wealth Building Coach position. This is not a complete listing of all responsibilities, duties, or skills required.

• Help develop, maintain, and adhere to standard operating procedures of the GAIN program
• Proactively enroll clients in the GAIN program to ensure annual targets are met
• Counsel 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 regular status updates of proactive outreach to participants enrolled in GAIN program
• Update client tracking in computer systems like Yardi and SharePoint
• Respond timely to client inquiries
• Provide ongoing, customized one-on-one financial coaching and guidance to clients across five core areas: income growth, credit, debt, savings, and long-term asset building
• 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
• Organize peer-to-peer events for GAIN participants
• Develop content for the quarterly GAIN newsletter
• Communicate with external partners to verify completion of action steps
• Maintain knowledge about basic elements of the organization’s FSS program
• Provide quarterly asset summaries
• Perform other duties as assigned

 

General Requirements

• Honesty and integrity
• Professional behavior and respect for colleagues, families and external partners
• Collaborative, supportive approach to work, open-minded to learning new process with an ability to manage change
• Strong work ethic
• Ability to work in a fast-paced, team environment
• Experience working with a diverse population
• Business casual dress

 

Wealth Building Coach Required Knowledge & Skills

• Ability to gain thorough knowledge of BRHP’s policies and procedures
• Interest in learning about personal finance and consumer issues, particularly those relating to families with low income
• Cultural humility with an 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 while handling multiple projects
• Excellent written and verbal communication skills, including ability to explain complex information in plain language
• Strong judgment, reasoning, and time management
• Ability to respect privacy and confidentiality of client information and files

 

Qualifications

• Bachelor’s Degree in Finance, Accounting, Business Administration, Social Work, Sociology or comparable education with at least 3 years of work experience
• Experience working with low-income families and communities
• Experience providing coaching, counseling, or mentoring

 

Preferred Qualifications

• Professional experience, education, or certification in personal finance or housing counseling
• Experience with motivational interviewing techniques
• Turns metrics into insight and knows what is working and why
• Reads the business and moves before being asked
• CLear, affirmative messaging across every channel
• Builds trust across departments and with leadership
• Fresh ideas and a sharp eye for what makes work stand out
• Brings urgency and follows through under tight timelines
• Precise and detail-obsessed, accountable and leadership
• Self-directed, turning ambiguity into finished work

 

How to Apply

• Submit a cover letter tailored to the Wealth Building Coach opportunity and resume to View email address on us.fitly.work 
• For more information about the organization, visit
• Job Type: Full-time, non-exempt
• Salary: $60,000-$63,000 annually

Additional Details 

• This position includes competitive pay, flexible time off, a benefits package (medical, dental, vision, STD, LTD, life insurance and Flexible Spending plans) and a meaningful 403B contribution match
• Candidates may be eligible for bonuses throughout the year
• Applications and resumes are reviewed on a rolling basis

• In-person work is required for the first 12 weeks (about 3 months) of employment 
• BRHP is an equal opportunity employer committed to creating an inclusive environment for all employees. Employment decisions are made without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected status.

Please note: Though we are currently operating under a hybrid work model, an onsite/in-office presence is required.