Financial Coach

Position Summary

The FSC Financial Coach works closely with individuals and their families to improve their financial stability. In this role, the Financial Coach assesses clients' financial situations, provides personalized case management, and collaborates with clients and staff to develop practical financial plans, including budgeting, debt reduction, and savings strategies. The Financial Coach also leads workshops to improve financial literacy on topics such as banking, credit, budgeting, and debt, empowering clients to make informed financial decisions. Additionally, the Financial Coach is responsible for entering and managing client data and documentation within the FSC Program’s electronic systems. The primary goal is to help individuals and families achieve greater economic self-sufficiency, with a focus on identifying their unique challenges and strengths to support goal-setting and long-term financial success. Other duties as assigned. This position requires daily in-person attendance, weekends, afterhours and fieldwork.

Role and Responsibilities

• Conducts 1:1 financial assessments and creates personalized case management plans.
• Collaborates with clients to set clear, achievable financial goals.
• Provides guidance on budgeting, savings plans, debt reduction, and improving credit scores.
• Works with FSC staff to connect clients to food, social benefits, emergency funds, housing assistance, and tech support.
• Develops tailored plans addressing clients’ needs in legal, housing, financial, employment, and mental health services.
• Connects clients to FSC services and community resources to improve income and academic achievement.
• Coordinates with Housing Stability Advisor to help families secure and maintain affordable housing.
• Participates in team meetings to discuss client progress and resolve challenges.
• Meets caseload productivity targets to fulfill program objectives.
• Engages in community outreach, including food and fund distributions.
• Cultivates relationships with internal and external partners for service delivery.
• Maintains regular contact with clients through appointments and phone calls.
• Collaborates with internal and external partners to support client needs.
• Attends staff meetings and participates in ongoing training.
• Leads or facilitates group meetings, consultations, and community events.
• Supports team with crisis intervention strategies when incidents arise with clients or families.
• Ensures accurate documentation, reports, and data entry in FSC systems.
• Meets agency and program deadlines consistently.
• Participates in team and community meetings as needed.
• Assists with special projects and tasks as required

Qualifications and Education Requirements

• Bachelor’s degree in finance, accounting or related field or be certified as a financial coach or a high school diploma with a minimum of four years demonstrated experience providing financial capability programs.
• Experience providing services to vulnerable populations preferred.
• Ability to work with people from diverse ethnic groups and various socioeconomic levels.
• Bilingual (English/Spanish) with excellent oral and written communication skills.
• Must have great organizational skills, be detail oriented and a self-starter with the ability to multitask.
• The ideal candidate should be personable and have experience in the social services field with familiarity in the mental health field.
• Candidate needs to be motivated and able to communicate effectively, and efficiently, both verbally and in written format.
• Strong computer literacy including Microsoft Word, Excel, Access, Adobe PDF, Outlook, Google Drive, Internet, and other standard equipment.
• Must clear HIPAA certification, Department of Justice, and TB clearance. 
• Must have a reliable vehicle/access to transportation, valid California driver’s license, and be responsible for all liability on vehicle. 
• Required to work “In-Person” and in dedicated or assigned site(s), and in the community on weekdays and some nights and weekends.
• Other duties as assigned.

Send your resume to Flavia Ponce at Flavia.p@ecda.org