Financial Coach
Wings
The WiNGS Center at Ebby’s Place helps women become strong mothers, advocates for their own breast health care, financially secure, and successful in the workplace by providing resources and support. Join us in helping women find their path. No Recruiters/Agencies and No phone calls Job Description PRIMARY RESPONSIBLITIES INCLUDE: Assist members in developing financial goals and creating action plans through 1:1 coaching sessions. Communicate effectively with members by engaging in active listening and critical questioning. Monitor and document participant progress toward member-driven financial goals through assessments, progress reports and case notes. Utilize the WiNGS Self-Sufficiency Calculator to help members access appropriate public benefits Maintain a working understanding of industry practices. Conduct ongoing evaluation of services and recommend improvements as necessary. Establish working relationships with community partners. Identify and connect members with financial and support products and services such as the WiNGS Individual Development Accounts (IDAs) and Credit WiNGS. Qualifications Bilingual/Spanish preferred; Bachelor’s degree in Social Work or related field preferred Demonstrated ability to establish and maintain positive working relationships with others; able to work independently and take initiative. Demonstrated written and verbal communication skills Working knowledge of Microsoft Office Suites including Word, Excel and Outlook Strong organizational and time management skills Ability to work flexible schedule (required to work some evenings/weekends) Additional Information WiNGS offers competitive compensation and comprehensive benefits, including medical, dental, vision, and life insurance, short- and long-term disability plans and retirement, as well as an environment where your professional growth and advancement are cultivated. WiNGS is an Equal Opportunity Employer. #J-18808-Ljbffr
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A leading financial services firm in Dallas is seeking a Tax Senior Associate to lead and support tax credit services. Responsibilities include developing client relationships, preparing project deliverables, and mentoring interns. Candidates should have at least two years...Financial- Description The Shift Manager (Line Coach) is responsible for coaching and leading the day-to-day operational and financial excellence of Zalat by being a coach and a leader to their peers and demonstrating decision-making that supports operational excellence and the embodiment...FinancialShift work
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