Financial Coach

Position: Manager, Financial Coach

About Per Scholas

Per Scholas is dedicated to advancing economic equity through rigorous training for careers in technology. We seek an enthusiastic, mission-driven Financial Coach to work with our learners to achieve their financial goals and attain long-term economic stability. As a key member of our Learner Support Team (LST), which integrates an Employee Assistance Program (EAP) type approach to service delivery, you will play a critical role in our learners' financial journeys.

Key Responsibilities

• Financial Capability Workshops:  Facilitate structured workshops to enhance learners' financial knowledge and skills.
• One-on-One Coaching: Provide personalized financial coaching sessions to help learners manage credit, debt, personal banking, and money management.
• Curriculum Development: Collaborate with colleagues to develop and implement financial coaching curriculum and services tailored to specific sites.
• Resource Management: Develop and maintain dynamic national and responsive local resources with articles, tip sheets, and worksheets.
• Community Partnerships: Build relationships with community organizations and government agencies for credible referrals on financial matters such as bankruptcy, small business startups, and foreclosure prevention.
• Direct Support Fund Management: Inform, screen, track, and monitor Learner access to direct support funds, as available.
• Progress Tracking: Monitor student progress, maintain confidentiality, and generate regular reports on critical financial indicators.
• Team Collaboration: Participate in regular cycle conferencing with the Learner Support Team and Per Schoals Campuses to ensure integrated support and targeted interventions.
• Professional Development: Stay updated on developments in the financial education field, including local policies, and participate in relevant events and conferences.

Qualifications

Required

• Bachelor's degree or equivalent relevant experience.
• Accredited Financial Counselor (AFC®) or equivalent certification.
• Passion for personal finance, financial education, and coaching.
• Commitment to economic justice and equity, working with diverse populations from a strength-based perspective.
• Experience in measuring, reporting, and communicating program results.

Preferred

• Experience in organizational training and development or learning and development.
• Experience collaborating with adults (18+).
• Knowledge of workforce development.
• Proficiency in Microsoft Word, Excel, PowerPoint, Google Suite, Salesforce, Slack, Zoom and Canvas

Personal Attributes

• Passionate about social justice and economic empowerment.
• Thrive in a creative, fast-paced, startup environment.
• Data-driven, result-oriented, and a catalyst for social change.
• Tech-savvy and quick to learn new tools.
• Collaborative, flexible work style, able to work cross-functionally and independently in both virtual and in-person environments.
• Strong public speaking, presentation, and written communication skills.
• Excellent attention to detail and time management, capable of balancing multiple projects.
• Enthusiastic, energetic, and outgoing.
• Respectful of students and graduates as capable and resourceful individuals.
• Aligned with our mission that individuals from any community deserve access to well-paying careers and that talent can be found in diverse sources.

Join us in significantly impacting our learners' financial well-being and contributing to our mission of economic empowerment.

LI-Remote 

Compensation 

For this role specifically, we are targeting a salary range of $55,000 - $60,000, where the difference in salary is typically determined by several factors, including geography in which the selected candidate resides and alignment with qualifications and experience.