El Centro de Amistad · 1 week ago
Financial Coach
Panorama City, CA
Part-time
Onsite
Mid Level
$23/hr - $26/hr
4+ years expEl Centro de Amistad, Inc. is dedicated to improving financial stability for individuals and families. The Financial Coach assesses clients' financial situations, provides personalized case management, and leads workshops to enhance financial literacy, ultimately aiming to empower clients to achieve economic self-sufficiency.
Health CareHealth DiagnosticsMedicalMental HealthPersonal HealthWellness
Responsibilities
Conducts 1:1 financial assessments and creates personalized case management plans
Collaborates with clients to set clear, achievable financial goals
Provides guidance on budgeting, savings plans, debt reduction, and improving credit scores
Works with FSC staff to connect clients to food, social benefits, emergency funds, housing assistance, and tech support
Develops tailored plans addressing clients’ needs in legal, housing, financial, employment, and mental health services
Connects clients to FSC services and community resources to improve income and academic achievement
Coordinates with Housing Stability Advisor to help families secure and maintain affordable housing
Participates in team meetings to discuss client progress and resolve challenges
Meets caseload productivity targets to fulfill program objectives
Engages in community outreach, including food and fund distributions
Cultivates relationships with internal and external partners for service delivery
Maintains regular contact with clients through appointments and phone calls
Collaborates with internal and external partners to support client needs
Attends staff meetings and participates in ongoing training
Leads or facilitates group meetings, consultations, and community events
Supports team with crisis intervention strategies when incidents arise with clients or families
Ensures accurate documentation, reports, and data entry in FSC systems
Meets agency and program deadlines consistently
Participates in team and community meetings as needed
Assists with special projects and tasks as required
Qualification
Required
Bachelor's degree in finance, accounting or related field or be certified as a financial coach or a high school diploma with a minimum of four years demonstrated experience providing financial capability programs
Ability to work with people from diverse ethnic groups and various socioeconomic levels
Must have great organizational skills, be detail oriented and a self-starter with the ability to multitask
Candidate needs to be motivated and able to communicate effectively, and efficiently, both verbally and in written format
Strong computer literacy including Microsoft Word, Excel, Access, Adobe PDF, Outlook, Google Drive, Internet, and other standard equipment
Must clear HIPAA certification, Department of Justice, and TB clearance
Must have a reliable vehicle/access to transportation, valid California driver's license, and be responsible for all liability on vehicle
Required to work 'In-Person' and in dedicated or assigned site(s), and in the community on weekdays and some nights and weekends
Preferred
Experience providing services to vulnerable populations preferred
Bilingual (English/Spanish) with excellent oral and written communication skills
The ideal candidate should be personable and have experience in the social services field with familiarity in the mental health field
Benefits
Health insurance
Vision
Dental
Long-term disability
AD&D
Life insurance
Vacation
Sick leave
Paid holidays
Jury duty
Bereavement
401K matching
Company
El Centro de Amistad
El Centro De Amistad provides medication support, mental health, and rehabilitative services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Luis C.
Chief Executive Officer/Executive Director
Company data provided by crunchbase