Top 236 Personal financial coach Jobs in Dublin, Oh

Financial Wellbeing Coach, Credit
Operation Hope —Columbus, OH
- $58,656 - $61,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Quick Apply
Financial Coach
rebel Financial —Groveport, OH
- $45,000 - $60,000 a year
- Full-time
- Hybrid work
- Google Workspace
- Writing skills
- Research
- Paid holidays
- Loan repayment program
Quick Apply
Financial Analyst
Medical Mutual of Ohio —Dublin, OH
- Hybrid work
- Microsoft Access
- 5 years
- Mid-level
- Health savings account
- Disability insurance
Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Veterinarian, Cruelty Recovery Center
ASPCA —Columbus, OH
- $123,000 - $136,000 a year
- Weekends as needed
- Inventory management
- Clinic experience
- Mid-level
- Paid parental leave
- Paid holidays
Patient Representative Supervisor
Southeast Healthcare —Columbus, OH
- HIPAA
- Mid-level
- Bachelor's degree
Quick Apply
General Manager
Petsuites of America —Grove City, OH
- $60,000 - $65,000 a year
- Weekends as needed
- Bilingual
- Background check
- OSHA
- Paid training
- Health savings account
Quick Apply
Operations Manager 1 (Supply Chain/Logistics)
Penske Truck Leasing —Columbus, OH
- $85,600 - $115,600 a year
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Pass drug screening
7d
Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
- $24,000 - $125,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Restaurant Managers
Chicken Salad Chick - 02 —Columbus, OH
- Sales
- Mid-level
- Quick service & fast food restaurant
Quick Apply
Restaurant Assistant General Manager
Noodles & Company —Reynoldsburg, OH
- $42,000 - $52,000 a year
- Multiple hires
- 18 years or older
- Mid-level
- Driver's License
- Health insurance
- Dental insurance
Branch Manager IV
SiteOne Landscape Supply —Columbus, OH
- Full-time
- High school diploma or GED
- Continuous improvement
- Mentoring
- Paid training
- Paid holidays
Regional Distribution Center Manager
Watts Water —Groveport, OH
- Weekends as needed
- Computer literacy
- ERP systems
- Office
Quick Apply
7d
Maritime Electrical Engineer
Battelle —Columbus, OH
- Full-time
- Hybrid work
- Mid-level
- Master's degree
- Math
- Wellness program
- Health insurance
12d
Restaurant Manager
Bob Evans Restaurants —Blacklick, OH
- Up to $56,000 a year
- Weekends as needed
- Inventory management
- Ability to walk for extended periods
- Computer literacy
- Health insurance
- 401(k) matching
Quick Apply
Branch Manager- Nursery & Hardscapes
SiteOne Landscape Supply —Columbus, OH
- $70,000 - $90,000 a year
- Full-time
- Sales
- High school diploma or GED
- Mentoring
- Paid training
- Paid holidays
SENIOR MANAGER AUTOMOTIVE MANUFACTURING NEW MODEL SALES
Express Employment Professionals —London, OH
- $120,000 - $140,000 a year
- Overtime
- Engineering
- Laboratory experience
- Analysis skills
Quick Apply
Shift Manager
Steak 'n Shake Powell —Powell, OH
- $11.00 - $19.50 an hour
- Part-time
- 18 years or older
- Mid-level
- High school diploma or GED
- Paid training
- Health savings account
Quick Apply
Operations Manager (Supply Chain/Logistics)
Penske Truck Leasing —Groveport, OH
- Microsoft Excel
- Microsoft Outlook
- Pass drug screening
13d
Tax Senior
Everforth, Cybercoders —Dublin, OH
- $85,000 - $100,000 a year
- Full-time
- Hybrid work
- Management
- CPA
- Research
- AD&D insurance
- Paid holidays
Quick Apply

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Financial Wellbeing Coach, Credit

Operation Hope -
Columbus, OH

Quick Apply

Job Details

Full-time
$58,656 - $61,000 a year

Qualifications

Writing skills
Word embeddings
Financial client presentations
Cultural competency
Productivity software
Workshop facilitation experience

Full Job Description

Job Description

Financial Wellbeing Coach – Credit & Money Management

DEPARTMENT: HOPE Program Operations

ACCOUNTABILITY: Reports to Director of Operations

ABOUT OPERATION HOPE: Operation HOPE is a non-profit organization dedicated to empowering individuals and communities to achieve financial dignity, economic opportunity, and financial wellbeing. Through financial literacy education, coaching, and access to resources, Operation HOPE strives to create a world where everyone has the tools and knowledge to build a secure financial future. You will be based in a HOPE Inside office (hosted by a corporate partner).

POSITION OVERVIEW: Join our team at Operation HOPE, a transformative and national non-profit organization committed to fostering financial empowerment and prosperity within communities and individuals. As a Financial Wellbeing Coach, you will be instrumental in shaping a future where financial security and knowledge are accessible to all. Embrace this opportunity to contribute to a world in which every individual has the power to create a prosperous future. Our coaches pave the way for financial dignity, unlocking economic opportunities and enhancing financial well-being through comprehensive financial literacy workshops, personalized coaching, and access to community resources. Financial Literacy is the Civil Rights Issues of this generation. Be part of The Movement!

KEY RESPONSIBILITIES:

Financial Coaching:
- Recruit, build trust, and lead clients to achieve strategic performance objectives.
- Provide one-on-one coaching sessions to clients, addressing their specific financial concerns and goals. These sessions are offered in-person, by video conference, or over the phone.
- Develop personalized action plans based on individual client needs and circumstances.
- Educate clients on budgeting, debt management, savings strategies, and other relevant topics.

Workshop Facilitation
- Establish and maintain relationships with local strategic alliance partners, including other local non-profit and for-profit businesses.
- Deliver group workshops and seminars, on various financial literacy topics, within the community.
- Build productive relationships with Bank Partners for shared Client relationships.
- Offer both virtual and in-person workshops as requested.

Client Relationship Management:
- Establish and maintain strong relationships with clients, fostering trust and open communication.
- Encourage clients to enroll through the client portal, available on our website.
- Coach client via Zoom, phone and in-person appointments.
- Monitor clients' progress towards financial goals through Dynamics, our client relationship software.

Resource Referral and Community Engagement
- Connect clients with relevant resources, services, and financial products that align with their goals.
- Attend community and networking events.
- Stay updated on financial assistance programs, grants and other community resources that may benefit clients.
Documentation and Reporting
- Maintain accurate and detailed records of client activities, impact, and success stories.
- Ensure all data entered has been captured in our CRM system, Dynamics.

QUALIFICATIONS

Possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives.
Strong contributor with analytical skills and the ability to identify and proactively communicate industry and governance trends to clients.
Experienced financial coach with outstanding people skills and ability to quickly form meaningful working partnerships.
Ability to meet monthly, quarterly, and annual production goals as assigned.
Multitask oriented with the ability to initiate, manage, and maintain several projects and
program relationships simultaneously.
Serve as the liaison with the partner and community.
Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
Excellent communication and interpersonal skills.
Ability to meet deadlines and maintain effective time management.
Empathetic and patient approach in working with individuals from diverse backgrounds.

REQUIRED SKILLS AND EDUCATION

Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.
Proficiency in MS Word, Excel, and PowerPoint will be required in this position.
Presentation skills - the right candidate can conduct workshops with a varying number of attendees.
High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for diverse populations, while exhibiting cultural competency.
Strong communication skills both verbally and in writing to conduct presentations and meetings.
Self-starter with a demonstrated ability to work with minimal hands-on direction.
Empathetic and patient approach while working with individuals from diverse backgrounds.
Professional demeanor and attire will be required in this position.
This job requires personal transportation for travel within the designated market area.

PREFERRED SKILLS

Experience using Customer Relationship Management programs.
Knowledge of interpreting Credit Report information.
Experience building and maintaining financial budgets.

EEO STATEMENT

Operation HOPE is an Equal Opportunity Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

Quick Apply

Refine Your Search

personal financial coach jobs in dublin, oh

Financial Wellbeing Coach, Credit

Financial Coach

Financial Analyst

Financial Advisor -Greater Columbus, OH

Veterinarian, Cruelty Recovery Center

Patient Representative Supervisor

General Manager

Operations Manager 1 (Supply Chain/Logistics)

Entry Level - Financial Advisor

Restaurant Managers

Restaurant Assistant General Manager

Branch Manager IV

Regional Distribution Center Manager

Maritime Electrical Engineer

Restaurant Manager

Branch Manager- Nursery & Hardscapes

SENIOR MANAGER AUTOMOTIVE MANUFACTURING NEW MODEL SALES

Shift Manager

Operations Manager (Supply Chain/Logistics)

Tax Senior

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