Provide individualized financial coaching and develop action plans to help clients meet their financial goals, including goals related to budgeting, debt, savings, and credit. Facilitate financial literacy workshops, build relationships with community and banking partners, connect clients with resources, and maintain accurate client records and progress reports. A bachelor’s degree is preferred, or comparable work experience of at least two years in the financial industry; strong personal finance knowledge, communication and presentation skills, and proficiency in Microsoft Word, Excel, and PowerPoint are required. Candidates should be empathetic, culturally competent, self-directed, able to meet production goals, and have personal transportation for travel within the designated market area; CRM and credit report experience are preferred.
Operation Hope provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
