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Positions Available

Position: Money Coach

Purpose of Role: Provide money coaching services to our clients.

Responsible to: Operations Director

Responsibilities include but are not limited to:

  • Gather necessary financial data from clients to gain their complete financial picture.
  • Develop sustainable solutions for clients that are contingent on the client’s willingness to do their reasonable part.
  • Present solutions to the client for their decision.
  • Provide hands-on assistance to clients to help them execute their plan until clients are handed off to long term coaching partners.
  • Answer questions and respond to clients.
  • Utilize the coaching team and Operations Director with difficult cases.
  • Hand off clients to long term coaching partners.
  • Demonstrate an understanding and commitment to Forward’s Core Values
  • Demonstrate understanding of the role, the core process, and the ability to meet the client’s needs.

Attributes and Skills Required:

  • A minimum of 1 year personal finance coaching experience. (areas may include:  personal banking, credit counseling, financial advisor, financial planner, financial coach, etc.)
  • A minimum of high school diploma/equivalent
  • Comfortable using budgeting tools such as excel and google sheets.
  • Technical skills such as Microsoft Office, email, internet, etc.
  • Strong interpersonal, written and verbal communication skills
  • Must successfully complete training
  • Must pass a background check
  • Spanish-speaking is a plus

*This description is not all inclusive, and other duties may be added as necessary.