Financial Coach

Now hiring Financial Coach

Location: Anderson, IN

Pay Rate: $17.69 per hour

Shift: Part-Time | 20 hours per week (Must be flexible)

Staffmark is hiring in your area! Advance your career with this role.

Key Responsibilities

• Provide one-on-one financial coaching, interpreting and applying financial information to meet each client's unique situation.
• Assist clients with goal setting, budgeting, credit building/repair, and savings or asset creation.
• Identify and refer clients to other community resources to achieve financial goals.
• Develop, prepare, and present financial education workshops and training materials.
• Maintain client confidentiality and ensure program compliance within housing counseling and financial capability programs.
• Collect, verify, and manage client data using required client data management systems.
• Prepare reports and documentation for funding sources and program evaluation.
• Represent the organization at meetings, conferences, and forums on housing and financial education topics.

Qualifications

• Bachelor's degree in finance, business, or related field, or equivalent experience.
• Minimum 5 years of experience in financial coaching, banking, or a related field.
• Knowledge of financial counseling techniques, credit repair, budgeting, and savings strategies.
• Ability to plan and lead workshops or group classes.
• NCHEC Financial Capability certification required within 18 months of hire.
• HUD Housing Counseling Certification required.
• Proficient in client data management systems and reporting.
• Strong interpersonal and customer service skills; bilingual (Spanish/English) preferred.

Staffmark Employee Benefits

Medical, Dental, and Vision Insurance | Life Insurance | Short-term Disability | 401k Plans | Weekly Pay | Referral Bonus Potential | Employee Discount Programs

If you're ready to start on the path to your future, click "Apply Now."

After you have applied, download our Staffmark Group WorkNOW App to receive real-time job offers and apply for additional opportunities. You can download it from the App Store or get it on Google Play.

Staffmark is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodations throughout the application, interviewing and employment process. If you require a reasonable accommodation, contact your local branch. Staffmark is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.

All employees are directed to familiarize themselves with this policy and to act in accordance with it. All decisions with respect to employment matters and other phases of employer-temporary employee relationships will be in keeping with this policy and in accordance with all applicable laws and regulations.

To read our Privacy Notice for Candidates and Employees/Contractors, please refer to our Privacy Notice for Candidates and Employees/Contractors.

By applying for this job, you agree that you may receive both AI-generated and non-AI generated calls, text messages, or emails from Staffmark Group and/or its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our general Privacy Policy at Privacy Policy - Staffmark