COMMUNITIES FIRST INC

Primary Function 

The Financial Coach supports Communities First, Inc.'s mission by coaching individuals and families to build financial resilience. Through customized coaching sessions and workshops, the coach focuses on improving financial literacy, budgeting, debt reduction, and family-based savings strategies. Unlike traditional financial advisors, financial coaches concentrate on building foundational money management skills and healthy financial habits to support long-term stability. 

Essential Functions 

• Build trusting relationships with clients using a strength-based, non-judgmental coaching approach. 

• Assess each client’s financial situation and collaboratively develop individualized action plans. 

• Develop and implement family-centered savings plans for goals such as homeownership, retirement, emergency funds, and education. 

• Help clients assess their current financial status and create realistic, step-by-step savings strategies based on lifestyle and goals. 

• Provide tools and resources to help families reduce spending, prioritize needs, and improve cash flow. 

• Deliver group financial education workshops on topics such as budgeting, credit, savings, and loans. 

• Teach clients how to build positive financial behaviors, including regular saving, emergency fund creation, and intentional budgeting. 

• Support clients in building financial confidence and literacy, helping them make informed decisions and reduce reliance on credit or high-interest products. 

• Monitor client progress and maintain accurate, up-to-date records of services and outcomes. 

• Develop partnerships with internal staff and external organizations to refer clients to relevant services. 

• Offer consistent accountability check-ins and motivational support to maintain progress toward savings goals. 

• Maintain confidentiality and adhere to all privacy policies and regulatory requirements. 

• Track metrics and outcomes to report to leadership and funding partners as needed. 

• Stay informed on current trends in personal finance, coaching methodologies, and community resources. 

• Other appropriate duties, as assigned. 

Competencies 

• Stellar customer service and communication skills 

• Culturally competent, trauma-informed coaching mindset 

• High level of professionalism and integrity 

• Ability to motivate, educate, and hold clients accountable 

• Strong time management and organizational skills 

• Skilled in data entry and tracking outcomes 

• Knowledge of financial tools, credit building, and wealth-building resources 

• Comfortable working with individuals from diverse backgrounds 

Minimum Qualifications 

• Bachelor's degree in social work, Business, Finance, Human Services, or related field, and 2+ years of relevant experience; OR 

• Associate’s degree and 4+ years of relevant experience; OR 

• Equivalent combination of education and experience 

• Strong working knowledge of Microsoft Office and database software 

• Experience working with low- to moderate-income populations preferred 

Preferred Qualifications 

• Experience in a nonprofit or community-based setting 

Physical Demands & Work Environment 

This role requires regular sitting, standing, and walking. Occasional lifting (up to 25 pounds) may be needed. Work is typically performed in an office or community setting with occasional off-site visits. 

Equal Employment Opportunity & ADA Compliance 

Communities First, Inc. is an equal opportunity employer. Discrimination of any kind will not be tolerated.