Financial Empowerment Coach

Full Time
Atlanta, GA 30307
Posted
Job description

Description: Employees must be fully vaccinated against COVID-19 at the time of hire.
ORGANIZATIONAL OVERVIEW:
STRIVE is a national leader with a mission to provide pathways to life-changing careers and opportunities through comprehensive professional training, intensive personal support, and self-empowerment for those who face societal barriers to advancement. Predominately operating in low-income, Black and Brown communities, STRIVE celebrates 80,000 graduates since its founding in 1984. STRIVE's purpose is to ensure that everyone can achieve upward mobility and financial empowerment for themselves and their families and offers free programs to adults of various ages, genders, and with justice-impacted backgrounds. See the STRIVE Difference in this 3-minute video or learn more at strive.org.
STRIVE is active in 13 U.S. locations: in three directly-operated sites and through 10 licensed partners across the country. STRIVE is pursuing an ambitious growth plan to expand our impact in current and new cities.
SUMMARY:
We seek a results-oriented and social justice-minded associate to join the STRIVE Atlanta team. The financial empowerment coach provides direct services to low to moderate-income individuals enrolled in the Career Path Program and other STRIVE programs. Financial counseling and coaching involve an ability to engage and motivate participants, a strong understanding of personal finances, and teaching others that knowledge. The financial coach is responsible for assisting participants in developing plans of action to help them reach their goals and achieve financial stability. The financial coach is expected to focus services in a one-on-one counseling format. However, the coach might also conduct classes and workshops on budgeting, credit building, and banking products.
The financial coach will work with the Career Path Team (career coach, employment specialist and career skills instructor) to ensure that participants are getting assistance across these three major service areas. The financial empowerment coach reports directly to the Program Director.
Requirements: ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Provide one on one financial counseling/coaching
  • Assist participants in resolving current financial situations, while providing a wide lens on their financial health to shift the approach to proactive financial management
  • Work with participants to complete a very detailed financial assessment
  • Work with the participant to document a budget and provide strategies for budget improvements
  • Access the participants credit report/score and provide strategies for credit building
  • Document the participant’s balance sheet and provide strategies for increasing net worth
  • Develop plans of actions and provide tools, resources, and accountability to the participant to help them meet their goals
  • Understand other services offered by the agency, such as employment services and income support counseling, and connect the participants to these other services
  • Outcome tracking—track the stories and successes of program participants
  • Use Apricot, Salesforce and other participant management systems, to document and reflect the outcome of their participants accurately and in a timely manner
  • Completing Financial Assessment (CFA) for participants
  • Working with the entire Career Path team to ensure that any changes to the participant’s CFA (new job, new benefit, change in credit score) is properly documented
  • Conduct workshops as a means of outreach, education and as part of a larger job readiness class offered by STRIVE Atlanta
  • Develop workshop materials or tailor existing materials to meet the needs of the community which may include topics such as: budgeting, savings, banking products, credit building, identity theft, and more.
  • Develop relationships with local financial institutions and community organizations
  • Work with mainstream financial institutions to understand the needs of the community so they can provide products and services that fit
  • Create a network of referral organizations to help in assisting participants in meeting their goals (e.g. local housing counseling agency, legal aid, etc.)

QUALIFICATIONS:

  • A strong understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building
  • A bachelor’s degree from a four-year accredited institution
  • Previous work experience in the financial sector (banking, lending, insurance, investments) is a plus
  • Strong communication skills, both written and oral
  • Previous work experience with the STRIVE Atlanta’s target population, and/or the ability to provide financial counseling/coaching services in a culturally sensitive manner.
  • Proficient in Microsoft Word, Excel, and PowerPoint
  • Internet and Resource Savvy
  • Experience in workforce development or sector-based training preferred
  • Familiarity with career-focused education and workforce development programs

STRIVE considers applicants for all positions without regard to: race; color; religion; gender; national origin; age; sexual orientation; marital or veteran status; the presence of a medical condition, genetic information or handicap, unrelated to performing the tasks of the job; or any other legally protected status.

Job Type: Full-time

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