Financial Coach vacancy in Operation HOPE New York, NY

This Jobsfunter Listing is about Operation HOPE in New York, NY 2022

About the job

FINANCIAL WELLBEING COACH, CREDIT & SMALL BUSINESS
DEPARTMENT: HOPE Program Office of Operations

ACCOUNTABILITY: Reports to Senior Director and Director of Program Operations

DUTIES AND RESPONSIBILITIES

– Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis
– Help clients build a debt reduction action plan
– Guide clients in the gathering of information such as bank account records, and business tax returns
– Prepare and interpret client’s information such financial document summaries, and income projections
– Analyze financial information obtained from clients to determine strategies for meeting clients financial objectives
– Answer clients’ questions about the purposes and details of financial plans and strategies
– Community outreach and marketing execution
– Enter clients data into the CRM system
– Coach individuals by phone and in-person
– Schedule and facilitate workshops on financial literacy topics
– Build and maintain community alliances
– Relationship management

Company: Operation HOPE

Vacancy Type: Full-time 

Job Location: New York, NY

Application Deadline: N/A

Apply Here

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