Urgently Require Financial Health Coach - San Francisco and Oakland Based in San Francisco, CA

Job title: Financial Health Coach - San Francisco and Oakland Based

Company: Balance

Job description: JOB DESCRIPTION - Financial Health Coach



Are you the sort of person who gets up each day hoping for an opportunity to make another person's life better? Are you mission driven? So are we In fact, it's our mission to help individuals and families improve their financial lives. We are looking for a full-time Financial Health Coach with exceptional communication, customer service, and people skills to join our team. The right person for this role has a positive disposition and feels eager to learn the job responsibilities. Financial coaching experience is preferred but not required. We provide all training required for this role.



We are launching a new program that aims to show the correlation between financial stress and physical health and to explore the health/wealth connection. This program will provide those visiting an FQHC (Federally Qualified Health Center) free, confidential, one-on-one financial coaching to individuals receiving services in San Francisco or Oakland. We equip residents to open a safe, affordable bank account, establish and build credit, reduce debt, and save money. Our objective is to empower unbanked and financially insecure residents with the knowledge and resources to improve housing, employment, 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, and set goals to meet their financial objectives. This role is based in San Francisco (two days a week) and Oakland (two days a week) and from home one day a week.



Minimum Qualifications



Associate degree from an accredited college



Excellent interpersonal skills



Working knowledge of Microsoft Word, Excel, Outlook



Ability to use a client management database.



Preferred Qualifications



Bachelor's degree from an accredited college



One to two years of related experience and/or training (financial services, financial counseling, banking, credit and collection)



Experience working with clients from extremely low-income communities



Certificates, Licenses, and 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 BALANCE



Location San Francisco Concord

Expected salary: $30 per hour

Location: San Francisco, CA

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