Dallas (United States of America)
The Financial Coach is a crucial part of the Economic Empowerment team structure. The Financial Coach will have three primary areas of focus:
•Coordinating and teaching financial literacy classes to newly arrived refugee clients and city of Dallas residents;
•Providing financial coaching and counseling services to clients on a one-on-one basis; and
•Assisting clients in applying for loans through the Center for Economic Opportunity, the IRC’s subsidiary Community Development Financial Institution
The Financial Coach will work closely with the Employment and Career Development teams to ensure client services are provided in an integrated, effective, and consistent manner.
•Lead the implementation of group Financial Literacy classes, including:
oOrganize and adjust the curriculum as necessary;
oCoordinate logistics such as transportation, interpretation, and volunteer support;
oTeach classes utilizing adult learning principles appropriate for a multicultural audience;
oAccurately track participant attendance, data, and follow-up services
•Conduct one-on-one financial coaching and counseling with clients, including:
oWork with clients to complete a detailed Combined Financial Assessment (CFA), create a budget, and provide strategies for budget improvements;
oAssess the clients’ financial history and provide strategies for credit building and increasing net assets;
oAssist clients in resolving current financial challenges, while providing a wide lens on their financial health to shift the approach to proactive financial management;
oDevelop plans of action and provide tools and resources while promoting client accountability to help clients meet their goals;
oMake appropriate referrals to external personal finance professionals, as appropriate
•Use Efforts to Outcome (ETO), a data management system, to document and reflect the outcome of clients’ progress in an accurate and timely manner;
•Contribute to quarterly funder reports with program outcomes data and client stories;
•Conduct community-facing workshops as a means of outreach and education. Topics may include budgeting, savings, banking, financial products, credit building, identity theft, and more; and
•Maintain and develop new relationships with local financial institutions and community organizations as a means of increasing outreach efforts and funding opportunities.
•Other duties as assigned.
•A bachelor’s degree from a four-year accredited institution is strongly preferred.
•2+ years’ experience in client counseling, case management, or coaching is required. Professional experience in a financial counseling setting is strongly preferred.
•A demonstrated understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building is required.
•Previous work experience with the IRC’s target refugee and immigrant population and/or with populations affected by trauma is strongly preferred.
•Strong communication skills, both written and oral are required.
•Demonstrated ability to report data/outcomes tracking in a database is required.
•Ability to provide financial counseling/coaching services in a culturally sensitive manner is required.
•Fluency in English, written and spoken. Bilingual language skills in target population’s most frequently used languages preferred.
•Valid driver’s license, access to reliable vehicle with current insurance, and the ability to travel daily throughout the service delivery area (home visits, agency visits, service provider visits etc).
Professional office environment. Work may be conducive to a flex schedule, if needing to be available evenings to support clients. Schedule to be arranged through Supervisor, but not to go over 40 hours per week unless pre-authorized.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.