Financial Coach

Organization: Riverworks Development Corporation (RDC), a dynamic and growing nonprofit community economic development corporation focusing its efforts in the Riverworks Center and Riverworks neighborhoods. RDC provides high quality training and support services to help lower-income and unemployed workers achieve self-sufficiency. RDC increases community assets by promoting strong public, private and community partnerships, pursuing positive development opportunities and offering innovative programming that link neighborhood residents with resources.

Background: RDC’s mission is to enhance and expand the Financial Clinic which provides a supportive and resource-rich environment where low-and middle-income families can access career advancement opportunities, income supports, and financial tools and services. Riverworks Financial Clinic has partnered with the City of Milwaukee to establish the Financial Empowerment Center here in Milwaukee. The Financial Empowerment Center (FEC) program aims to improve the financial stability of City of Milwaukee households by providing high-quality, one-on-one financial education and counseling to low-income residents. FECs are located in areas with high concentrations of poverty and financial distress. We are seeking Financial Coaches who are empathetic, great motivators, and passionate about helping individuals achieve their financial goals. The Clinic services are based on four guiding principles: establishing safe banking relationships, increasing savings, reducing debt, and building credit. This position reports directly to the Financial Clinic Manager.

Responsibilities and Essential Duties:
Duties shall include, but are not limited to:

• Provide individualized financial coaching sessions (including both initial and follow-up sessions) and achieve client outcomes.
• Conduct public benefits eligibility screening and assist participants in acquiring benefit(s).
• Assist in VITA tax preparation season.
• Assess clients’ needs and develop individual financial action plans with each client.
• Engage in ongoing follow-up with clients.
• Make appropriate referrals and integrate other wraparound supports (i.e., benefits, tax preparation) into counseling to achieve greater results.
• Follow required protocol and program requirements.
• Collect, track and report required data using a client management database.
• Participate in initial training and ongoing professional development trainings.
• Successfully complete and pass counselor training.

Qualifications:

• Ideally bilingual, speaking English.
• A baccalaureate degree from an accredited college and two years of relevant work experience with some background in social service delivery, community engagement/outreach, financial education, or counseling/coaching.
• The ideal candidate has particular expertise in one of the following: social work, financial planning, coaching/mentoring, teaching, financial services, or other related fields.
• Excellent written and oral communications skills including public speaking and written reporting; teaching experience is a plus.
• An analytical person and initiative-taker, who demonstrates the ability to think on his/her feet, committed team player, multi-tasker, attentive to detail.
• Must have a car and valid drivers’ license with auto insurance.
• Strong computer skills including experience with MS Office applications, using the internet and database management.
• Flexible schedule, working evening hours and weekends.
• Interface with the RDC staff of other programs to ensure that our clients are receiving the appropriate services and information in a timely manner, excellent people skills.
• Able to become knowledgeable about credit, debt, and money management; savings and investment options; and safe financial products and services.
• Ability to use a client management database.
• City of Milwaukee resident.
• Perform other duties as assigned by the Executive Director.

Salary: Commensurate with experience, good benefits package

Availability: Position is open until filled

Riverworks Development Corporation is an equal opportunity employer