The Financial Coach primarily works to provide financial counseling and coaching. The financial coach has a strong understanding of personal finances and the ability to teach that knowledge to others. They are responsible for assisting program participants in developing plans of action to help the client reach their goals and achieve financial stability. The coach will also conduct classes and workshops on topics such as budgeting, credit building, and banking products. The financial coach will provide overall retention services and works closely with the Student Support Specialist.
Provide individual financial counseling/coaching to program participants and complete detailed financial assessments. Develop plans of actions and provide tools, resources, and accountability to the client to help them meet their goals.
Assist program participants in resolving current financial situations, while providing a wide lens on their financial health to shift the approach to proactive financial management.
Work with participants to create a budget and provide strategies for budget improvements.
Access participants’ credit report/scores and provide individual strategies for credit building.
Develop plans of actions and provide tools, resources, and accountability to the client to help them meet their goals.
Maintain contact with graduates via meetings, calls, emails and social media to document progress toward goals and assist with retention services and data collection.
Conduct financial workshops as a means of outreach and education.
Develop workshop materials or tailor existing materials to meet the specific needs of OAI’s clients. Workshops may include topics such as: budgeting, savings, banking products, credit building, and identity theft.
Create a network of referral organizations to help you assist the client meet his/her financial goals.
Other duties as assigned.
Four-year college degree in financial services or a related field preferred - equivalent work experience will be considered.
Must possess the content knowledge required to give clients high-quality and timely financial education, particularly in the areas of budgeting, asset building, and credit building.
Previous work experience in the financial sector (banking, lending, insurance, investments) is a plus
Community outreach and case management experience in non-profit strongly preferred.
Motivated, self-directed, and conscientious of various roles and responsibilities
Ability to communicate ideas, advice, feedback and critiques professionally and concisely in individual and group settings
Proficiency in MS Office including Word, Excel, and PowerPoint. Experience with Salesforce data management system or similar client based platform a plus.
Bilingual Spanish-English is a plus.
About OAI, INC.
Established in 1976, OAI, Inc. is a 501(c)(3) not-for-profit workforce development training and job placement agency headquartered in downtown Chicago. OAI’s programs provide training for both currently employed workers and unemployed or underemployed individuals who are in need of job skills and critical worker health & safety awareness. OAI’s Mission is to create an environment in which all people can access education, training and employment that will allow them to sustain and enjoy safe, secure and fulfilling lives. OAI, Inc. offers excellent benefits for full-time staff including: medical, dental, vision, life and disability insurance; 401(k) with match; and paid time off including vacation days, sick days and holidays. OAI, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability or genetics.