Top 6 Financial coach Jobs in New York State

Financial Coach
Consumer Credit Counseling Service of Rochester —Rochester, NY
- $20 - $24 an hour
- Weekends as needed
- Background check
- Spanish
- Computer literacy
- 403(b) matching
- Paid holidays
Quick Apply
Financial Planner Seeking Former Educator/Coach
Northwestern Mutual - Buffalo District —Williamsville, NY
- $72,000 - $92,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Financial Literacy Coach
Rising Ground, Inc. —New York, NY
- $56,650 a year
- Mid-level
Quick Apply
Financial Advisor with Educator/Coach Background
Northwestern Mutual Syracuse —Syracuse, NY
- $73,000 - $86,000 a year
- Full-time
- Hybrid work
- Mid-level
- Math
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Supervisor of Financial Wellness, LA/NY
Entertainment Community Fund —New York, NY
- $85,000 - $95,000 a year
- Full-time
- Hybrid work
- Management
- 5 years
- Office
- Free parking
- Commuter assistance
4d
Financial Empowerment Specialist - Economic Empowerment Program
Urban Resource Institute —New York, NY
- $58,000 - $60,000 a year
- Spanish
- Computer literacy
- Writing skills

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Financial Planner Seeking Former Educator/Coach
Northwestern Mutual - Buffalo District —Williamsville, NY
Life insurance license and FINRA certifications (or willingness to obtain). Prior Experience: Transitioned directly from the internship program into a…
$72,000 - $92,000 a year
Quick Apply

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Financial Wellbeing Coach, Credit
Operation Hope —Whitehall, 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
4d
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 coach jobs near new york state

Financial Coach

Consumer Credit Counseling Service of Rochester
Rochester, NY

Quick Apply

Job Details

Full-time
$20 - $24 an hour

Benefits

403(b) matching
Paid holidays
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
403(b)
Opportunities for advancement
Life insurance

Qualifications

Computer operation
Computer literacy
Writing skills
Driver's License
Attention to detail
Problem-solving
Computer skills
Community relationship building

Full Job Description

Job Overview
The Financial Coach will support a Monroe County Division of Social Services (MCDSS) project designed to explore how public benefits eligibility impacts employees' willingness to accept increased work hours, promotions, and career advancement opportunities. The Financial Coach will work directly with participating employees to provide personalized financial coaching, support self-sufficiency planning, and help participants navigate financial decisions related to employment and public benefits. Coaching sessions will be conducted primarily at participating employers' worksites and may include both individual and group-based interactions.

This position would be located in our Rochester, New York Branch at 1050 University Ave, Suite A, Rochester, NY 14607 and at local participating employers' worksites, and is for a Full-Time role.

Responsibilities:

Asses client needs and develop individual financial action plans with each client.
Provide individualized financial counseling sessions (including both initial and follow-up sessions) and help clients to successfully reduce debt, increase savings, increase credit scores, and improve bankability.
Connect clients to appropriate financial services that would assist them in achieving their financial goals.
Make appropriate referrals and integrate other wraparound supports (i.e. benefits, tax preparation) into counseling to achieve greater results;
Engage in ongoing follow-up with clients.
Collect, track and report required data using client management database.
Participate in initial training and ongoing professional development training.
Follow required protocol and program requirements.
Participate in outreach activities with targeted partners.
Other tasks, as assigned by management.

Requirements

Bilingual given additional consideration.
Must have a valid driver's license, reliable personal transportation, and the ability to travel to various worksite locations as required.
Background in any of the following: financial services, social work, financial planning, coaching/mentoring, teaching, or other related fields.
Proven success working with diverse populations; ability to inspire, support, and guide individuals towards their goals
Must be able to function in a fast-paced environment.
A patient and empathetic attitude
Exceptional interpersonal and rapport building skills and feels comfortable developing relationships with various stakeholders (i.e. community organizations, businesses, etc.)
Great active listening skills
Excellent writing skills and the ability to communicate concisely.
Problem solving skills and attention for detail.
Ability to multi-task
Retention focused skill set.
Computer literacy
Available to work some evenings and weekends.

Must be able to pass the counseling certification exam administered through the agency within the first 6 months of hire.

**Employee Benefits (eligibility based on 30 hrs+ per week): Medical, dental & vision insurance, 403(b), employer funded Life Insurance, paid time off, and paid holidays!

Hourly Rate: $20.00 - $24.00/hour

Pay: $20.00 - $24.00 per hour

Benefits:

401(k) matching
403(b)
Dental insurance
Health insurance
Paid time off
Vision insurance

Application Question(s):

Do you have reliable personal transportation?

Language:

Spanish (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

financial coach jobs in new york state

Financial Coach

Financial Planner Seeking Former Educator/Coach

Financial Literacy Coach

Financial Advisor with Educator/Coach Background

Supervisor of Financial Wellness, LA/NY

Financial Empowerment Specialist - Economic Empowerment Program

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