finEQUITY · 9 hours ago

Volunteer Financial Empowerment Expert

United States

Full-time

Remote

Entry Level

1+ years exp

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Responsibilities

Respond to on-demand coaching support requests from members.

Answer specific questions our members have regarding their unique financial goals and challenges.

Assist our members in assessing and resolving current financial challenges.

Guide our members to make informed decisions that optimize their financial security.

Available 1-2 days per week during a recurring time period to conduct outreach calls to participants, check in on any financial coaching questions they may have, and assist with their requests.

Help participants with action plans and resource requests.

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 coachingPersonal finance conceptsBudgetingDebt managementFinancial planningCredit building strategiesSlackCredit cardsAuto loansInterpreting credit reportsTech-based financial tools

Required

Must be based in the United States.

Available at least 3+ hours per week between 10 am and 6 pm EST on weekdays.

Previous experience as a financial coach, counselor, advisor, or other role supporting people on their financial health journey.

General knowledge in personal finance concepts, including at least a few of the following topics: Apartment costs, Homeownership, Credit building providers and strategies, Credit cards, Auto loans, Budgeting, Financial planning, Debt management, Interpreting credit reports

Relevant work experience or substantiated experience.

Experience and/or comfortability with Slack or similar instant messaging platform.

Preferred

Familiarity with and ability to demonstrate the use of tech-based/web-based financial wellness tools, such as the creation of online budgets and debt reduction plans.

One year of previous financial coaching experience