Financial Coach

Financial CoachSan Francisco Financial Counseling is the flagship program of San Francisco's Economic Justice Center (EJC), a city-run initiative housed within the Office of the Treasurer & Tax Collector. The EJC brings together the Office of Financial Empowerment and the Financial Justice Project to convene, innovate, and advocate for policies and programs that strengthen the economic security and mobility of low-income San Franciscans.In partnership with the EJC, Balance delivers San Francisco Financial Coaching, providing free, confidential, one-on-one financial counseling to individuals who live, work, or receive services in San Francisco. Integrated into social service delivery, workforce development, and public housing, this program supports residents in opening safe and affordable bank accounts, building credit, reducing debt, and increasing savings. Through strong collaborations with the Mayor's Office of Housing and Community Development, Human Services Agency, San Francisco International Airport, San Francisco Public Library, Bayview community partners, and other sites, San Francisco Financial Coaching has served over 3,500 low-income San Franciscans, helping them improve housing stability, employment outcomes, and overall financial health.In this position you will be responsible for conducting in-person and online financial education workshops, representing Balance at community meetings, and working with clients in-person or by phone to help establish a budget, set goals to meet their financial objectives and assist rental participants with DAHLIA application assistance. This role will also expand to rental counseling once a HUD Housing Counselor certification is completed.Essential Duties And ResponsibilitiesReasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.Duties include but are not limited to:Work with clients from various socioeconomic backgrounds within the communities where they live and work. Such communities include Bayview Hunters Point, Visitacion Valley, Tenderloin, Chinatown, the Western Addition, and the Mission DistrictProvide one-on-one financial coaching sessions to assess clients' needs and develop specific strategies to resolve past and present financial concerns;Create personalized action plans that support clients' financial goals and provide continuing encouragement to clients to successfully accomplish their established plans;Schedule appointments for clients, confirm daily appointments, and reschedule appointments as necessary;Conduct scheduled workshops for groups of clients on various financial topicsCollect, track and report required data using client management database;Perform elements of on-going casework as needed to provide service and problem-solving assistance for client inquiries and account management;Make appropriate referrals to other social supportive services (Ex. public benefits, legal services, tax preparation);Successfully complete and pass the required training and participate in ongoing professional development.Minimum QualificationsBilingual in SpanishAssociate's degree from an accredited collegeExperience in one or more of the following: financial services, financial planning, social work, community organizing, teaching or other related fieldsExperience in community service such as volunteering, coaching or mentoringExcellent interpersonal skillsWorking knowledge of Microsoft Word, Excel, OutlookAbility to use a client management databasePreferred QualificationsBachelor's degree from an accredited collegeOne to two years related experience and/or training (financial services, financial counseling, banking, credit and collection)Experience working with clients from extremely low-income communitiesCertificates, Licenses, Registrations (Required after being hired)Must successfully pass and obtain the following certifications within 90 days of employment:Financial Counselor Certification from the National Association of Certified Credit Counselors (NACCC)Money Coach certificate from BalanceHUD Housing Counseling CertificationWork EnvironmentEmployee will be assigned to work onsite at partnering organizations located in areas with high concentrations of poverty. Work hours and days will fall between Monday and Saturday, 8:00am to 8:00pm, depending on site coverage and program needs. The employee will be responsible for maintaining positive rapport with site staff, clients, and residents. The workspace is typically a private office setting, and the noise level is usually moderate.About UsBalance is a nationwide non-profit organization committed to helping individuals and families overcome their financial challenges and meet their goals. Through local and national education and counseling programs we provide help and hope to families overwhelmed by debt, facing foreclosure, struggling to master their money, caught in a cycle of over-priced fringe financial services, or trying to purchase their first home. Additional information about us can be found at offers a fun and collaborative environment with exceptional benefits for our employees which include medical, dental, vision, and life insurance; 403(b) retirement plan, 3 weeks paid time off, plus paid federal holidays, an extensive training program, and more!Balance is an Equal Opportunity Employer that does not discriminate on the basis of race, religion, color, sex, age, national origin or disability.