Financial Coach jobs in United States
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International Rescue Committee · 8 hours ago

Financial Coach

The International Rescue Committee (IRC) is a leading humanitarian organization that responds to global crises. They are seeking a Financial Coach to provide financial counseling and coaching services to clients, helping them with budgeting, banking, and credit management.

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H1B Sponsor Likelynote

Responsibilities

Provide 1:1 financial coaching and counseling to a caseload of clients including creating a personal budget, establishing a bank account, taking out loans, and establishing credit, as well as advanced asset building topics, including analyzing credit reports, techniques to build credit, and debt reduction as needed
Assess client needs and develop individual financial action plans with each client
Provide individualized financial counseling sessions (including both initial and follow-up sessions) and achieve client outcomes. Make appropriate referrals and integrate other wraparound supports (i.e. benefits, tax preparation) into counseling to achieve greater results
Support the creation of new workshops in budgeting, banking and credit
Ensure that all training requirements are met for participants in budgeting, cash management, savings, and credit building. Ensure that participants complete required training
Increase participant knowledge of financial services and credit offerings
Coordinate with the Economic Empowerment Manager on external outreach to banks and other community members to assist with client achievement of financial navigation and coaching goals
Accurately track participant attendance, data, follow-up services, and outcomes in ETO
Successfully complete and pass CNM Certified Financial coach, participate in initial trainings and ongoing professional development trainings
Follow all programmatic, contractual, donor requirements and IRC standards of practice
Participate and attend community of practice (COP) calls for financial coaches
Participate in financial capability wide events and initiatives
Build and maintain effective relationships with colleagues, banks, VITA tax sites, and community volunteers
Other related duties as assigned

Qualification

Financial educationCredit counselingPersonal budgetingMulti-cultural teamworkCommunication skillsOrganizational skillsRefugee languageFluency in EnglishSelf-starterAttention to detail

Required

Undergraduate degree preferred; or combination of equivalent years of education and related work experience
Experience with financial education, counseling and coaching
High level of familiarity with U.S. credit and banking system and experience with personal budgeting, banking and credit counseling
Demonstrated ability to communicate well with people of varied backgrounds
High level of comfort, functioning and effectiveness in multi-cultural and multi-disciplinary teams
Excellent organizational skills with a high level of attention to detail and computer literacy
Strong written and verbal communication skills, including ability to make presentations
Ability to work independently, be a self-starter and manage multiple tasks
Fluency in English required. Proficiency in a refugee language an asset
Valid driver's license and access to a personal, insured vehicle to travel regularly throughout the service delivery area

Benefits

10 sick days
10 US holidays
20-25 paid time off days depending on role and tenure
Medical insurance starting at $163 per month
Dental starting at $6.50 per month
Vision starting at $5 per month
FSA for healthcare and commuter costs
A 403b retirement savings plans with immediately vested matching
Disability & life insurance
An Employee Assistance Program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles

Company

International Rescue Committee

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IRC responds to the world's worst humanitarian crises & helps some of the most vulnerable people from harm to home.

H1B Sponsorship

International Rescue Committee has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (13)
2023 (20)
2022 (17)
2021 (13)
2020 (9)

Funding

Current Stage
Late Stage
Total Funding
$1.25M
Key Investors
American Student AssistanceThe Pfizer FoundationU.S. Department of Agriculture
2024-03-25Grant· $0.5M
2021-11-30Grant
2021-10-07Grant· $0.75M

Leadership Team

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David Miliband
President & CEO
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Katherine Crowley
Associate Director, Global Corporate Partnerships
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Company data provided by crunchbase