Comm and Community Relations - Sr Certified Financial Coach

Golden 1 Talent Acquisition Team
Sacramento, CA
Category Social Services
Job Description
The Senior Certified Financial Coach helps people reach their financial goals through one-on-one consultations, classes, community events and partnerships and other avenues. The Senior Certified Financial Coach can help people understand their financial situation, provide options, teach money management skills, and offer encouragement to stay the course. This position will lead Golden 1’s financial coaching in the Central Valley region, developing a deep understanding of community needs and providing a judgment-free, professional environment to effectively develop personalized plans for members to financially thrive.

Requirements

  • Lead the development and growth of financial literacy in the Central Valley
  • Lead the development of a pipeline of members who can benefit from financial coaching
  • Gain understanding of members’ financial situations through active listening and analysis of financial documents
  • Offer guidance, education, and accountability to members
  • Lead reporting and analytics related to financial coaching in the region
  • Establish trust with members to encourage continued financial coaching
  • Design and lead key initiatives to help increase financial education awareness in the community
  • Proactively use best practices, external networking, and alternative learning methods to continually evolve financial coaching and education methods

Benefits

  • Medical, dental and vision insurance
  • 401(k) matching
  • Retirement plan
  • Generous paid time off
  • Variable hours and some weekends may be required
  • Travel required throughout Central Valley, with some regularity to Sacramento and occasionally other regions
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