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Posted 113 months ago

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Financial Coach

DallasOn-siteFull-time

AI Summary

A Financial Coach helps members develop financial goals and create action plans through one-on-one coaching, monitors progress, and connects them with financial resources and support.

About this role

Financial Coach

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

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 (IDA’s) 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.

Skills

Microsoft ExcelMicrosoft OfficeMicrosoft OutlookMicrosoft WordWiNGS Self-Sufficiency Calculator

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