POSITION TITLE: Financial Coach
REPORTS TO: EFSC Director
STATUS: Non-Exempt; Full-time
Join the team at The Senior Source and feel the energy, enthusiasm, and passion for Making Older Better. We are seeking a Financial Coach that possesses exceptional technology, organizational, communication, and time management skills, and experience working in a fast-paced environment.
Summary:
The Financial Coach reports directly to the Director of the Elder Financial Safety Center. This pivotal role involves providing one-on-one financial coaching and education to seniors. Key responsibilities include empowering clients to achieve financial stability and improve their overall well-being through personalized guidance and practical strategies. To be successful in the position, the Financial Coach must have experience working in the following areas: financial goal setting, budgeting, credit building/rebuilding, savings strategies, debt repayment, knowledge of quality financial services, and asset creation or protection. The Financial Coach collaborates with a cross-functional team to ensure that the Elder Financial Safety Center provides a holistic economic security approach to seniors.
Program Goal:
Equip adults 50+ with the tools and knowledge they need to secure their financial future and avoid outliving their savings.
Duties and Responsibilities:
• Conduct comprehensive financial assessments to identify clients’ needs and goals.
• Develop personalized financial plans tailored to individual circumstances.
• Provide guidance on budgeting, debt management, credit repair, savings, and investment strategies.
• Assist clients in setting realistic financial goals and tracking progress.
• Develop and deliver financial education workshops, seminars, and group coaching sessions on topics such as budgeting, credit, savings, and homeownership.
• Evaluate participant learning outcomes through assessments and feedback.
• Create engaging and accessible educational materials.
• Collaborate with community partners to provide financial literacy resources.
• Participate in community events and fairs to promote financial wellness.
• Identify and refer clients to other resources and services needed to achieve their financial goals.
• Identify, cultivate, and maintain relationships with key community partners.
• Maintain accurate program data and documentation.
• Manage client and professional contacts and resources using standardized documentation practices.
• Participate in cross-functional team projects.
Requirements:
• Four-year degree required in finance, business, or related field preferred.
• Three to five years of any combination of training, education, and experience that is equivalent to the duties and responsibilities listed above and that provides the required knowledge and abilities.
• Proven experience in financial coaching/counseling or education, with a focus on working with older adults.
• Cultural competence with an ability to work successfully within an inclusive team and with diverse clients from various backgrounds.
• Ability to motivate clients and train and guide other staff.
• Ability to conduct assignments and projects without detailed instructions.
• Excellent verbal, written and communication skills.
• Ability to thrive in a fast paced, deadline driven environment.
• Capacity to work in a first of its kind program that requires a high level of adaptation and willingness to be flexible as the project evolves.
• Strong Proficiency with technology and data management systems necessary (e.g., Microsoft 365, Google Suite, Salesforce or CRM database, etc.).
• Bilingual in Spanish strongly preferred.
Working Environment:
• Office, work from home, and community working environment
Disclaimer:
The preceding description is not designed to be a complete list of all duties and responsibilities required of the Elder Financial Safety Center Financial Coach.
Position Positives:
• Generous PTO policy
• 403B contribution plan with employer matching
• Opportunities for working remotely with supervisor permission
• A collaborative culture with team building and staff events throughout the year
If interested, please submit a cover letter, salary requirements, and resume to Julie Krawczyk at JKrawczyk@theseniorsource.org.
The Senior Source is the #1 resource in the Dallas area for empowering and equipping individuals and families to navigate aging. Since 1961, we have provided financial and emotional services for older adults to age with dignity and purpose. Whether older adults are navigating financial matters, caregiving issues, or senior living options, The Senior Source guides them towards a successful solution.
Diversity and inclusion are essential to The Senior Source’s mission of enhancing the quality of life of older adults in Dallas. We continually foster and support the principles and values of our agency by promoting an environment that is welcoming and inclusive of all values, opinions, experiences, cultures to best address the needs of our employees, clients, and volunteer opportunities.
The Senior Source is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals and in which personnel processes are merit-based and applied without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, citizenship, or other protected characteristic.
