Organización Sin Fin de Lucro

Financial Coach

Presencial, El trabajo se debe realizar en o cerca de Los Angeles, CA
Aplicar


  • Descripción

    Tipo de contrato:A Tiempo Completo
    Fecha de inicio:1 de mayo de 2025
    Fecha límite de postulación:18 de abril de 2025
    Educación:Licenciatura
    Nivel de Experiencia:Principiante
    Salario:USD $58.000 - $63.000 / year
    Área de Impacto:Desarrollo de Comunidades, Infancia & Juventud, Educación, Familia, Capacitación Laboral & Empleo, Deportes & Entretenimiento

    Descripción

    SUMMARY: Reporting to the Director of Family Support Services, the Financial Coach provides

    case management, support services, and financial workshops and coaching for low-income

    youth and families as part of the Hollywood Family Source Center network. The financial coach

    will work closely with clients to develop personalized financial plans, provide guidance on

    budgeting, debt management, and savings strategies, and connect clients with resources to

    help them achieve their goals.

    ESSENTIAL JOB ACTIVITIES AND RESPONSIBILITIES: The essential job activities

    described here are representative of those that must be met by an employee to perform the

    essential functions of this job successfully. Reasonable accommodations may be made to

    enable individuals with disabilities to perform essential functions.

    • Identify a minimum of 200 unduplicated households per year
    • Enroll youth and families in the FSC program and pre-screen for social services
    • Conducting financial assessments to identify families’ financial needs and goals.
    • Developing personalized financial plans that align with families’ goals and income.
    • Providing ongoing financial education and support to families.
    • Helping families create and maintain a budget to manage their expenses.
    • Coaching families on how to save and invest for their future.
    • Connecting families to community resources that can help them achieve their financial goals.
    • Monitoring families’ progress and making adjustments to their financial plans as needed
    • Tracking and reporting on families’ progress to case managers.
    • Conduct both Financial Literacy workshops and Coaching sessions with clients.
    • Assist with universal and intensive intakes
    • Maintain accurate records in Bresee and program-specific client databases and provide documentation and/or prepare periodic program reports as required.
    • Maintain accurate and up-to-date client record, documenting all interactions, assessments, and referrals made.
    • Participate in FSC team meetings and events, staff meetings, and other Bresee, collaborative partner or community meetings as requested.

    EDUCATION/EXPERIENCE/QUALIFICATIONS: The requirements listed below are representative of the knowledge, skill, and/or ability required.

    • Must hold a bachelor's degree from an accredited college or university in finance or social service field -OR- in the absence of the bachelor’s degree, the financial coach must be certified as a financial coach or be a high school graduate with a minimum of four years demonstrated experience providing financial capability programs.
    • Must be bilingual in Spanish, proficient in speaking, writing, and reading.
    • Minimum two-years working in a nonprofit social service agency.
    • Excellent communication and interpersonal skills.
    • Ability to work independently and as part of a team.
    • Strong organizational and time management skills.
    • Able to set priorities and organize daily workload to meet deadlines, program goals, and requirements.
    • Able to efficiently process multiple projects at a time without sacrificing the quality of work.
    • Demonstrate flexibility when new assignments or changes are introduced.
    • Must follow program-specific requirements and policies.
    • Establish and sustain working relationships with local financial institutions.
    • Demonstrate computer competency with Microsoft Office tools, including Word, Excel, PowerPoint, Google applications and email applications, and database systems.
    • Must submit to and successfully pass a criminal history background check.
    • Must support Bresee’s procedures and policies.
    • Must understand and support Foundation’s Vision, Mission, and Values Statement.

    FLSA STATUS: Non-Exempt. Regular. Full-time. Occasional weekend and evening hours will be necessary.

    COMPENSATION: $58,000 - $63,000, Pay Range

    WORKING LOCATION: On-site.

    BENEFITS: Benefits include medical and dental coverage; vacation, holiday, and sick pay; group life insurance and 401k type pension plan. Bresee provides generous PTO days that include paid holidays, one-week Christmas holidays, vacation, sick pay, paid birthday holidays, and much more.

    SUMMARY: Reporting to the Director of Family Support Services, the Financial Coach provides

    case management, support services, and financial workshops and coaching for low-income

    youth and families as part of the Hollywood Family Source Center network. The financial coach

    will work closely with clients to develop personalized financial plans, provide guidance on

    budgeting, debt management, and savings strategies, and connect clients with resources to

    help them achieve their goals.

    ESSENTIAL JOB ACTIVITIES AND RESPONSIBILITIES: The essential job activities

    described here are representative of those that must be met by an employee to perform the

    essential functions of this job successfully. Reasonable accommodations may be made to

    enable individuals with disabilities to perform essential functions.

    • Identify a minimum of 200 unduplicated households per year
    • Enroll youth and families in the FSC program and pre-screen for social services…

    Compensación

    Benefits include medical and dental coverage; vacation, holiday, and sick pay; group life insurance and 401k type pension plan. Bresee provides generous PTO days that include paid holidays, one-week Christmas holidays, vacation, sick pay, paid birthday holidays, and much more.

    Benefits include medical and dental coverage; vacation, holiday, and sick pay; group life insurance and 401k type pension plan. Bresee provides generous PTO days that include paid holidays, one-week Christmas holidays, vacation, sick pay, paid birthday holidays, and much more.

    Nivel de Idiomas

    Fluent in Spanish and English.

    Fluent in Spanish and English.

    Ubicación

    Presencial
    184 S. Bimini Pl., Los Angeles, CA 90004, United States

    Aplicar a esta Job

    Todos los campos son obligatorios
    La hoja de vida/CV debe ser subida en formato PDF
    Elige un archivo o arrástralo aquí
    Ningún archivo ha sido seleccionado (tamaño máximo de archivo: 10 MB)
    Elige un archivo o arrástralo aquí
    Ningún archivo ha sido seleccionado (tamaño máximo de archivo: 10 MB)
    Entiendo que el uso de la herramienta de seguimiento de candidaturas de Idealist está sujeto a la Política de Privacidad de Idealist y a los Términos del Servicio.

    Oportunidades de Empleo Similares

    Illustration

    Da el Siguiente Paso en tu Carrera

    Contacta con responsables de contratar talento para el impacto social, explora las últimas oportunidades laborales y recibe notificaciones cuando nuevas oportunidades cumplan con tus criterios de búsqueda.
    Aplicar