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."

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At Staffmark, we connect hardworking people with great companies, creating opportunities that make a lasting impact.

Staffmark is an equal opportunity employer. Allapplicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status, or any other legally protected status. Staffmark offers reasonable accommodations for qualified individuals with disabilities; contact your local branch for inquiries. Staffmark is an E-Verify employer. See our Privacy Notice for Candidates and Employees/Contractors at https://smgroupna.com/privacy-notice-for-candidates-and-employees-contractors. By applying, you consent to receive AI-generated and non-AI-generated calls, texts, or emails from Staffmark Group, its affiliates, and partners. Frequency varies and message/data rates may apply. Reply STOP to cancel or HELP for help.