Financial Coach

TEKsystems
$22.00 / hr
life insurance, sick time, 401(k), retirement plan
United States, Wisconsin, Appleton
Dec 19, 2024
Location: * Fully remote, equipment will be provided Description Behavioral Coaching: * Work with hundreds of individuals across academic, geographic, socioeconomic, cultural, linguistic, and ethnic backgrounds each year to share foundational money management lessons and spark healthier habits around budgeting, saving, and spending * Conduct one-on-one virtual money coaching sessions with participants by facilitating a dialogue that prompts critical thinking and self-awareness while navigating a shared digital experience. * Pilot experimental coaching protocols and techniques as a part of a test-driven environment to merge behavior change with digital technology * Apply motivational interviewing techniques (e.g., active listening, probing questions, withholding opinions/advice) to create a judgment-free space for participants to learn, reflect, and commit to healthy behavior change * Create personalized action plans that align to participants' goals, breaking major objectives into practical, manageable steps. * Motivate, guide, and empower participants to meet their financial wellness goals * Make appropriate referrals to other support services as needed (e.g., credit counseling) Client Relationship Management: * Establish and maintain excellent relationships with participants to provide ongoing support between sessions - address inquiries, reinforce new perspectives on money management, celebrate progress, and work through setbacks * Maintain client data in a customer relationship management (CRM) platform, capturing all required client information and documenting consistent and accurate client notes for impact reporting and relationship handoffs * Coordinate and schedule coaching appointments while remaining responsive to daily inflows of phone, text, and email communications with clients. Ongoing Administrative Work: * Actively manage appointment calendar, input client and session data in a timely manner, participate in professional development, and complete ongoing training as provided, on programs and services * Communicate in a timely manner with your team and other stakeholders who may contact you with inquiries about the program * Adheres to all policies guidelines related to Money Canvas operations, by being reliable to work schedules and responsibilities, following regulatory and quality-control requirements. Additional Skills & Qualifications Bachelor's degree * Minimum of two years of work experience in financial services, financial planning, economic development, social work, community organizing, teaching, or other related fields * Strong empathy / high levels of emotional intelligence * Excellent communication skills and responsiveness * Demonstrated ability to work independently and productively in a virtual setting * High-energy individual who demonstrates confidence, accountability, and strong time management skills. * Demonstrate flexibility and adaptive positive attitude in a constantly changing environment * Detail-oriented, with a willingness to learn new skills and techniques to promote quality, efficiency, and successful customer outcomes * Proficiency in Microsoft Office - Word, Excel, Power Point, Outlook - and videoconferencing platforms (e.g., MS Teams, Zoom) Pay and Benefits The pay range for this position is $22.00 - $22.00 * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully remote position. Application Deadline This position will be accepting applications until Dec 23, 2024. About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.