Financial Coach
Boston, MA | Full-Time | Partially Remote
About Compass
Compass is an innovative, mission-driven organization that supports families with low incomes to save for their future and access greater economic opportunity. We believe in our clients and in their ability to achieve their goals and dreams. We operate high-quality financial coaching and savings programs and pursue opportunities to shape the national approach to poverty through practice and policy change. Compass is also an emerging leader in a national effort to leverage housing assistance as a platform for economic mobility. We are looking for people who want to be part of taking our programs and our impact to the next level.
For more information, please visit us on our website, www.compassworkingcapital.org
Our mission is to partner with families with low incomes to build assets as a pathway out of poverty. We focus on reaching families led by Black and/or Latinx women.
To achieve our mission, we operate client-centered savings and financial coaching programs, deliver training and technical assistance to other practitioners, and shape policy solutions that dismantle barriers to asset building.
For more information, please visit our website, www.compassworkingcapital.org, or click here to learn more about our strategic plan.
About The Family Self-Sufficiency (FSS) Program
Congress created the FSS program in 1990 as an employment and savings program for families in federally subsidized housing. The program combines a powerful savings incentive with service delivery to support residents in reaching their goals. It is the nation’s largest asset-building program for families with low incomes.
Since 2010, Compass has partnered with public housing agencies and other affordable housing providers to operate an asset-building model for the FSS program — the first nonprofit organization in the country to do so.
About the Job
The Financial Coach is responsible for delivering high-quality, client-centered financial coaching services that align with Compass Working Capital’s mission to advance financial mobility and equity. This role involves working directly with clients to provide personalized financial coaching, goal setting, and action planning to help them build assets, improve credit, and achieve long-term financial success.
Financial Coaches play a key role in client success, ensuring a positive and impactful coaching experience through one-on-one coaching, financial education, and ongoing support. They are expected to maintain a high level of professionalism, accountability, and collaboration while contributing to Compass’s broader programmatic and strategic goals.
As frontline practitioners, Financial Coaches also support Compass’s performance goals by maintaining accurate data records, adhering to quality assurance standards, and continuously improving their practice through training and professional development. This role reports to the Coaching Manager and works closely with program leadership to ensure strong service delivery and positive client outcomes.
This role reports to the Coaching Manager.
All Compass staff embody the following core competencies:
Ownership: Steps up and follows through to consistently deliver high-quality work.
Diversity, Equity, and Inclusion: Champions the value of diversity and the creation of inclusive spaces.
Growth Mindset: Embraces challenges and setbacks as the fuel for learning and development.
Teamwork: Contributes actively and collaboratively with colleagues to achieve shared goals.
Primary Responsibilities:
Financial Coaching and Client Support
Quality Assurance and Data Integrity
Financial Expertise and Professional Development
Qualifications and Skills:
Preferred:
Benefits
Equal Opportunity Statement
Compass Working Capital is an Equal Opportunity Employer. We consider applications for all positions, without regard to age, race, color, ethnicity, national origin, ancestry, creed, religion, gender, gender identity or expression, sexual orientation, citizenship, physical or mental disability, medical condition, genetic information, marital status, veteran status, military status, or any other characteristic protected by applicable law.
Compass Working Capital is committed to ensuring individuals with disabilities receive the accommodations required for them to interview for a position on our team. Should you require accommodations, please contact hr@compassworkingcapital.org.
As a contractor of Philadelphia Housing Authority, Compass also provides hiring preference to Section 3 residents. Section 3 Residency is defined as being an authorized resident of Philadelphia Housing Authority or a “low-income resident” of the area where the HUD-assisted project is located.
For the purposes of Section 3, "low-income" is defined as 80% of the Area Median Income. To learn more information about Section 3 income eligibility, please refer to the Housing and Urban Development (HUD) Website.
Financial Coach
Boston, MA | Full-Time | Partially Remote
About Compass
Compass is an innovative, mission-driven organization that supports families with low incomes to save for their future and access greater economic opportunity. We believe in our clients and in their ability to achieve their goals and dreams. We operate high-quality financial coaching and savings programs and pursue opportunities to shape the national approach to poverty through practice and policy change. Compass is also an emerging leader in a national effort to leverage housing assistance as a platform for economic mobility. We are looking for people who want to be part of taking our programs and our impact to the next level.
For more information, please visit us on our website, www.compassworkingcapital.org
Our mission is to partner with families with low incomes to build assets as a pathway out of poverty. We focus on reaching families led by Black and/or Latinx women.
To achieve…
Proficiency or fluency in Haitian-Creole, Amharic, or Spanish.
Proficiency or fluency in Haitian-Creole, Amharic, or Spanish.