What are the responsibilities and job description for the Financial Coach position at PeopleShare?
Financial Coach Job Details:
Schedule: Monday–Friday, 8:30 AM–5:00 PM
Pay Rate: $38,720–$46,000
Selling Points about Financial Coach:
*
Direct impact with clients in our community; mission-driven team.
*
Stable schedule, supportive supervision, and clear outcomes.
*
Collaborative environment with cross-program referrals and resources.
Financial Coach Job Description:
*
Provide 1:1 coaching (occasional small groups) on budgeting, credit building, debt reduction, banking access, and utility assistance.
*
Complete intake and assessments; create simple action plans; pull/review credit reports.
*
Track goals, follow up regularly, and enter timely, accurate case notes in client databases.
*
Coordinate referrals to internal programs and external partners; communicate updates to program staff.
*
Align practice to National Financial Capability standards and HUD guidance.
Financial Coach Job Requirements:
*
High School diploma required; Bachelor’s degree preferred.
*
2 years in coaching/education/training, HR/recruitment, or similar client-facing work.
*
Strong written/verbal communication; able to present to small groups.
*
Proficient with Microsoft 365 (Word, Excel, PowerPoint, Outlook) and Zoom/Teams.
*
Bilingual Spanish/English strongly preferred.
PeopleShare is the leading Staffing Agency in the region and has temporary to hire and permanent jobs across 8 states. Our openings include receptionist, data entry, customer service, collections, office managers, call center, administrative assistant, accounts payable clerk, accounts receivable clerk, file clerk, warehouse, assembly, production, pickers, packers, forklift, machine operators, and maintenance mechanics.
PeopleShare provides equal opportunities to all employees and applicants for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status, or any other protected category or class under federal, state, and/or local laws. This policy applies to all locations and all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
IND3
Schedule: Monday–Friday, 8:30 AM–5:00 PM
Pay Rate: $38,720–$46,000
Selling Points about Financial Coach:
*
Direct impact with clients in our community; mission-driven team.
*
Stable schedule, supportive supervision, and clear outcomes.
*
Collaborative environment with cross-program referrals and resources.
Financial Coach Job Description:
*
Provide 1:1 coaching (occasional small groups) on budgeting, credit building, debt reduction, banking access, and utility assistance.
*
Complete intake and assessments; create simple action plans; pull/review credit reports.
*
Track goals, follow up regularly, and enter timely, accurate case notes in client databases.
*
Coordinate referrals to internal programs and external partners; communicate updates to program staff.
*
Align practice to National Financial Capability standards and HUD guidance.
Financial Coach Job Requirements:
*
High School diploma required; Bachelor’s degree preferred.
*
2 years in coaching/education/training, HR/recruitment, or similar client-facing work.
*
Strong written/verbal communication; able to present to small groups.
*
Proficient with Microsoft 365 (Word, Excel, PowerPoint, Outlook) and Zoom/Teams.
*
Bilingual Spanish/English strongly preferred.
PeopleShare is the leading Staffing Agency in the region and has temporary to hire and permanent jobs across 8 states. Our openings include receptionist, data entry, customer service, collections, office managers, call center, administrative assistant, accounts payable clerk, accounts receivable clerk, file clerk, warehouse, assembly, production, pickers, packers, forklift, machine operators, and maintenance mechanics.
PeopleShare provides equal opportunities to all employees and applicants for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status, or any other protected category or class under federal, state, and/or local laws. This policy applies to all locations and all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
IND3
Salary : $38,720 - $46,000
