Top 2 Financial coach Jobs in Georgia

Financial Wellbeing Coach, Credit
Operation Hope —Sandy Springs, GA
- $58,656 - $60,000 a year
- Full-time
- Up to 50% travel
- Computer literacy
- Writing skills
Quick Apply
8d
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays

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Financial Wellbeing Coach, Credit
Operation Hope —Sandy Springs, GA
Expertise to effectively develop and influence others. Conduct client and consultant interactions using Strategic Client Management methodologies and tools.
$58,656 - $60,000 a year
Quick Apply
8d
Financial Coach
Empower —United States
Is comfortable making outbound calls as needed. Uses online planning tools and conversation guides to enhance conversations and experiences.
$58,500 - $72,000 a year

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Financial Wellbeing Coach, Credit
Operation Hope —Columbus, OH
Possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives.
$58,656 - $61,000 a year
Quick Apply
Financial Coach
rebel Financial —Groveport, OH
Entry-level candidates (around $45,000) have Series 65 license but have little/no gaining initial sales experience and/or are have little progression towards…
$45,000 - $60,000 a year
Quick Apply

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Financial Wellbeing Coach, Credit

Operation Hope -
Sandy Springs, GA

Quick Apply

Job Details

Full-time
$58,656 - $60,000 a year
8 days ago

Qualifications

Investment
Computer operation
Managerial strategic planning
Volunteer coordination for social programs
Customer training
Volunteer management
Writing skills
Coaching
Presentations for conferences or internal meetings
Volunteer training
Volunteer coordination program management
Industry trends
Volunteer coordination
Managing projects
Financial services
Productivity software
Volunteer recruitment

Full Job Description

DEPARTMENT: HOPE Inside Retail Network

ACCOUNTABILITY: Reports to a Program Director

For twenty-five years Operation HOPE has been dedicated to empowering underserved communities through financial
literacy. Now, our work encompasses much more than financial education. Our work is about instilling knowledge and confidence in those we serve so they can experience, sometimes for the first time in their lives, financial dignity.

JOB SUMMARY

In this role you will coach in a manner that encourages measurable, positive outcomes in client development. You will serve as the primary point of contact addressing internal and external client interactions at the HOPE Inside with business partners and senior leadership levels. You will be based out of a HOPE Inside office (predominately hosted by a corporate partner).

DUTIES AND RESPONSIBILITIES

Conduct client and consultant interactions using Strategic Client Management methodologies and tools
Recruit, build and lead clients in order to achieve strategic performance objectives.
Build productive relationships with Bank Partners for shared Client relationships
Promote Operation HOPE, Inc. solutions via social media
Schedule and facilitate workshops on financial literacy topics i.e. credit, money management
Coach individuals by phone and in-person
Liaison with partner and the community
Coordinate and schedule coaching sessions
Schedule workshops in the bank and the community
Maintain client data for impact reporting into the CRM system
Build and maintain community alliances and execute marketing objectives
Help clients build a debt reduction action plan

REQUIRED SKILLS AND EDUCATION

Bachelor’s degree is preferred, however will consider comparable 2+ years work experience in the financial industry
Must possess strategic thinking expertise as well as the ability to plan and execute tactical strategies to implement company objectives
Must be savvy at internal and external communication techniques and messages
Strong contributor with analytical skills and the ability to identify and proactively communicate industry and governance trends to clients
Strong presentation skills with the ability to conduct group and individual
Highly experienced Financial Coach with outstanding people skills and ability to quickly form meaningful working partnerships
Good listener and self-starter with a demonstrated ability to work with minimal hands-on direction
Strong communication skills both verbally and in writing to conduct presentations and meetings
Expertise to effectively develop and influence others
Experience managing a volunteer program with recruiting and training
Multitask oriented with the ability to initiate, manage and maintain several projects and
program relationships simultaneously
Basic computer literacy a must: minimum proficiency in MS Word, Excel and PowerPoint
Professional demeanor and attire will be required in this position
High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating
personal integrity, resilience, and respect for others
Ability to deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services and platforms
This job requires personal transportation that will allow travel within the designated
market area
Requires an average of 50% business travel

PREFERRED SKILLS

Execution of information across various social media channels
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.

@ohfwc

Quick Apply

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Financial Wellbeing Coach, Credit

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