92 applicantsPosted by Agency

Company

TEKsystems · 19 hours ago

Financial Coach

Appleton, WI

Full-time

Remote

Entry Level

$22/hr - $22/hr

2+ years exp

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Information Technology

H1B Sponsor Likely

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Responsibilities

Work with hundreds of individuals across academic, geographic, socioeconomic, cultural, linguistic, and ethnic backgrounds each year to share foundational money management lessons and spark healthier habits around budgeting, saving, and spending

Conduct one-on-one virtual money coaching sessions with participants by facilitating a dialogue that prompts critical thinking and self-awareness while navigating a shared digital experience.

Pilot experimental coaching protocols and techniques as a part of a test-driven environment to merge behavior change with digital technology

Apply motivational interviewing techniques (e.g., active listening, probing questions, withholding opinions/advice) to create a judgment-free space for participants to learn, reflect, and commit to healthy behavior change

Create personalized action plans that align to participants’ goals, breaking major objectives into practical, manageable steps.

Motivate, guide, and empower participants to meet their financial wellness goals

Make appropriate referrals to other support services as needed (e.g., credit counseling)

Establish and maintain excellent relationships with participants to provide ongoing support between sessions – address inquiries, reinforce new perspectives on money management, celebrate progress, and work through setbacks

Maintain client data in a customer relationship management (CRM) platform, capturing all required client information and documenting consistent and accurate client notes for impact reporting and relationship handoffs

Coordinate and schedule coaching appointments while remaining responsive to daily inflows of phone, text, and email communications with clients.

Actively manage appointment calendar, input client and session data in a timely manner, participate in professional development, and complete ongoing training as provided, on programs and services

Communicate in a timely manner with your team and other stakeholders who may contact you with inquiries about the program

Adheres to all policies guidelines related to Money Canvas operations, by being reliable to work schedules and responsibilities, following regulatory and quality-control requirements.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial services experienceMotivational interviewingCustomer relationship management (CRM)Microsoft Office proficiencyVideoconferencing platformsIndependent work capabilityTime management skills

Required

Bachelor’s degree

Minimum of two years of work experience in financial services, financial planning, economic development, social work, community organizing, teaching, or other related fields

Strong empathy / high levels of emotional intelligence

Excellent communication skills and responsiveness

Demonstrated ability to work independently and productively in a virtual setting

High-energy individual who demonstrates confidence, accountability, and strong time management skills.

Demonstrate flexibility and adaptive positive attitude in a constantly changing environment

Detail-oriented, with a willingness to learn new skills and techniques to promote quality, efficiency, and successful customer outcomes

Proficiency in Microsoft Office – Word, Excel, Power Point, Outlook – and videoconferencing platforms (e.g., MS Teams, Zoom)

Benefits

Medical, dental & vision

Critical Illness, Accident, and Hospital

401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available

Life Insurance (Voluntary Life & AD&D for the employee and dependents)

Short and long-term disability

Health Spending Account (HSA)

Transportation benefits

Employee Assistance Program

Time Off/Leave (PTO, Vacation or Sick Leave)

Company

TEKsystems

Glassdoor

3.9

At TEKsystems, they understand people. Every year they deploy over 80,000 IT professionals at 6,000 client sites across North America,

Founded in 1994

Hanover, Maryland, USA

10001+ employees

http://www.teksystems.com

H1B Sponsorship

TEKsystems has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (16)

2022 (23)

2021 (45)

2020 (48)