Financial Coach

The International Rescue Committee (IRC) responds to humanitarian crises globally and is seeking a Financial Coach to provide financial counseling services. The role involves assessing client needs, developing financial action plans, and supporting clients in achieving their financial goals through workshops and individualized sessions.

Responsibilities

• Provide 1:1 financial coaching and counseling to a caseload of clients including creating a personal budget, establishing a bank account, taking out loans, and establishing credit, as well as advanced asset building topics, including analyzing credit reports, techniques to build credit, and debt reduction as needed
• Assess client needs and develop individual financial action plans with each client
• Provide individualized financial counseling sessions (including both initial and follow-up sessions) and achieve client outcomes. Make appropriate referrals and integrate other wraparound supports (i.e. benefits, tax preparation) into counseling to achieve greater results
• Support the creation of new workshops in budgeting, banking and credit
• Ensure that all training requirements are met for participants in budgeting, cash management, savings, and credit building. Ensure that participants complete required training
• Increase participant knowledge of financial services and credit offerings
• Coordinate with the Economic Empowerment Manager on external outreach to banks and other community members to assist with client achievement of financial navigation and coaching goals
• Accurately track participant attendance, data, follow-up services, and outcomes in ETO
• Successfully complete and pass CNM Certified Financial coach, participate in initial trainings and ongoing professional development trainings
• Follow all programmatic, contractual, donor requirements and IRC standards of practice
• Participate and attend community of practice (COP) calls for financial coaches
• Participate in financial capability wide events and initiatives
• Build and maintain effective relationships with colleagues, banks, VITA tax sites, and community volunteers
• Other related duties as assigned

Skills

• Undergraduate degree preferred; or combination of equivalent years of education and related work experience
• Experience with financial education, counseling and coaching
• High level of familiarity with U.S. credit and banking system and experience with personal budgeting, banking and credit counseling
• Demonstrated ability to communicate well with people of varied backgrounds
• High level of comfort, functioning and effectiveness in multi-cultural and multi-disciplinary teams
• Excellent organizational skills with a high level of attention to detail and computer literacy
• Strong written and verbal communication skills, including ability to make presentations
• Ability to work independently, be a self-starter and manage multiple tasks
• Fluency in English required. Proficiency in a refugee language an asset
• Valid driver's license and access to a personal, insured vehicle to travel regularly throughout the service delivery area

Benefits

• 10 sick days
• 10 US holidays
• 20-25 paid time off days depending on role and tenure
• Medical insurance starting at $163 per month
• Dental starting at $6.50 per month
• Vision starting at $5 per month
• FSA for healthcare and commuter costs
• A 403b retirement savings plans with immediately vested matching
• Disability & life insurance
• An Employee Assistance Program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles

Company Overview

Company H1B Sponsorship