Complex Director driving multi - office growth at Ameriprise Financial through strategic management of P&L and client acquisition. Leading branch managers and building local culture with strong partnerships.
About the role
- Financial Wellbeing Coach supporting small business owners at Operation HOPE through coaching and workshops. Guiding them in business planning, financial management, and resource connections.
Responsibilities
- Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
- Analyze financial information obtained from clients to determine strategies for meeting client’s financial objectives.
- Provide guidance on business plan creation, business operations, marketing strategies, and growth opportunities.
- Facilitate small business workshops and training sessions covering credit and money management and various aspects of entrepreneurship.
- Answer client’s questions about the purpose and details of financial plans and strategies.
- Deliver engaging content on topics such as business planning, financial management and marketing.
- Ability to deliver 8-Week Business Development Programs as assigned throughout the year.
- Connect clients with relevant resources, networks, and support services.
- Stay informed about government programs, grants, and other opportunities available to clients.
- Collaborate with community partners to enhance the support system for entrepreneurs.
- Track the progress of small businesses through coaching sessions and regular assessments.
- Evaluate the impacts and outcomes of clients during the coaching program.
- Provide feedback to clients and adjust coaching plans as needed.
- Build and maintain relationships with local businesses, chambers of commerce, and community organizations.
- Represent Operation HOPE at networking events and engage with stakeholders to enhance program visibility.
Requirements
- Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.
- Flexibility to deliver evening workshops to meet clients needs as determined.
- Comfortable with meeting monthly and annual production goals.
- Ability to meet tight deadlines and maintain effective time management.
- Proven experience in small business coaching, consulting, or entrepreneurship.
- Strong knowledge of business planning, financial management and marketing strategies.
- Ability to empathize with and understand the unique challenges faced by small business owners.
- Strong Presentation Skills, both in-person and virtually.
- The ability to facilitate group workshops, maintain engagement, and navigate participant inquiries.
- Possess cultural competency and the ability to support diverse backgrounds.
- Multitask oriented – the right candidate must have the ability to begin, manage and complete several projects and program relationships simultaneously.
- Excellent communication and interpersonal skills.
- Proficiency in MS Word, Excel, and PowerPoint will be required in this position.
- Access to personal transportation that will allow them to travel within the designated market.
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