Financial Coach - Remote

Overview

The Financial Coach will be responsible for delivering high-quality, client-centered financial coaching services that align with Compass Working Capital’s mission to advance financial mobility and equity. This role involves working directly with clients to provide personalized financial coaching, goal setting, and action planning to help them build assets, improve credit, and achieve long-term financial success.

In Short

• Provide personalized financial coaching across key areas: income growth, credit building, debt management, savings, and long-term asset building.
• Conduct in-depth assessments of client goals and financial situations to develop actionable and customized plans.
• Partner with clients to achieve their financial goals by delivering professional, culturally proficient, accessible, and non-judgmental guidance.
• Build and maintain strong, empathetic relationships with clients, supporting them throughout their journey.
• Document client outcomes, challenges, and success stories to support program development.
• Maintain a flexible schedule to support appointment and communication availability for working families.
• Deliver high-quality, on-demand financial coaching by responding to client requests.
• Support outreach and engagement of clients in the program.
• Accurately document and manage client information in compliance with organizational standards.
• Stay informed about the organization’s core programs and ensure integration into coaching practices.

Requirements

• 2-3+ years of relevant work experience.
• Commitment to Compass’s mission and values, with a passion for advancing financial mobility.
• Cultural humility: openness to and respect for others’ cultures and lived experiences.
• Interest in obtaining professional certifications to enhance coaching skills.
• Strong written and verbal communication skills.
• Willingness to work one evening per week and one Saturday per month.
• Ability to fulfill in-person job duties as required for client appointments.
• Prior experience working with low-income communities.
• Prior experience providing coaching, counseling, or mentoring.
• Professional experience, education, or certification in finance (e.g., AFC, CFP).

Benefits

• The salary range for this role is $52,000-$59,750, commensurate with experience.
• Healthcare: Compass covers up to 80% of employee premiums and 80% for dependents.
• Retirement plan 401(k) & 3% match.
• Parental Leave: Employees are eligible for up to 12 weeks of unpaid leave.
• Life insurance & disability insurance.
• Paid time off: Employees receive up to 36 Wellness days and 8 holidays per year.
• Flexible Spending Account (FSA).
• Dependent Care Flexible Spending Account.
• Professional development & certification opportunities.
• Pre-tax commuter benefits.
• Employee Assistance Program (EAP).
• Office closed the final week of the calendar year.
• Equipment: $200 one-time stipend for work from home expenses.
• Internet Reimbursement: Up to $40 per month for personal internet expenses.