Senior Financial Analyst collaborating with employee benefits consulting team. Transforming data into compelling stories that drive strategic decisions for clients.
About the role
- Financial Wellbeing Coach at Operation HOPE empowering individuals through financial literacy education and resources. Leading workshops and providing personalized coaching for financial wellbeing with a nonprofit focus.
Responsibilities
- Financial Coaching: Recruit, build trust, and lead clients to achieve strategic performance objectives.
- Provide one-on-one coaching sessions to clients, addressing their specific financial concerns and goals. These sessions are offered in-person, by video conference, or over the phone.
- Develop personalized action plans based on individual client needs and circumstances.
- Educate clients on budgeting, debt management, savings strategies, and other relevant topics.
- Workshop Facilitation: Establish and maintain relationships with local strategic alliance partners, including other local non-profit and for-profit businesses.
- Deliver group workshops and seminars, on various financial literacy topics, within the community.
- Build productive relationships with Bank Partners for shared Client relationships.
- Offer both virtual and in-person workshops as requested.
- Client Relationship Management: Establish and maintain strong relationships with clients, fostering trust and open communication.
- Encourage clients to enroll through the client portal, available on our website.
- Coach client via Zoom, phone and in-person appointments.
- Monitor clients' progress towards financial goals through Dynamics, our client relationship software.
- Resource Referral and Community Engagement: Connect clients with relevant resources, services, and financial products that align with their goals.
- Attend community and networking events. Stay updated on financial assistance programs, grants and other community resources that may benefit clients.
- Documentation and Reporting: Maintain accurate and detailed records of client activities, impact, and success stories. Ensure all data entered has been captured in our CRM system, Dynamics.
Requirements
- Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.
- Proficiency in MS Word, Excel, and PowerPoint will be required in this position.
- Presentation skills - the right candidate can conduct workshops with a varying number of attendees.
- High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for diverse populations, while exhibiting cultural competency.
- Strong communication skills both verbally and in writing to conduct presentations and meetings.
- Self-starter with a demonstrated ability to work with minimal hands-on direction.
- Empathetic and patient approach while working with individuals from diverse backgrounds.
- Professional demeanor and attire will be required in this position.
- This job requires personal transportation for travel within the designated market area.
- Experience using Customer Relationship Management programs.
- Knowledge of interpreting Credit Report information.
- Experience building and maintaining financial budgets.
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