Financial Coach

The Jamaica Plain Neighborhood Development Corporation (JPNDC) is a 43-year-old community development corporation with the mission of transforming lives and amplifying the voices of Boston residents who have been excluded from prosperity by an inequitable economic system. We develop affordable housing that allows people to thrive, provide services that help people build on their strengths, and organize people to pursue the changes they desire.

JPNDC’s Economic Prosperity Services (EPS) department has over 20 years of results helping Boston families and small businesses build income and assets. Core activities include the delivery of early education, small business technical assistance, and family prosperity services to low-income people who are predominantly immigrants, people of color, and women.

The Family Prosperity Services (FPS) promotes upward mobility for low- income families through strategies that include work and career readiness training, family financial skills training, individualized career and financial coaching and access to income supports—to help low-income families increase their net income and assets over time. Under the supervision of the FPS Program Manager, the Financial Coach works collaboratively with the Career Coach, navigator and the EPS department staff team to ensure that participants receive coordinated services. The Financial Coach will work directly with clients remotely via Zoom, google meets, whatsapp and other platforms; in person service delivery will take place in compliance with COVID health and safety standards.

Job Functions

• Provide one-on-one coaching services to clients, consistent with FPS program standards (in person and remotely).
• Assist clients with goal setting, budgeting, credit building/rebuilding, debt repayment, savings, and asset development.
• Monitor client progress towards financial goals.
• Assess clients on basic understanding of how to use Zoom, email, text and basic web navigation.
• Use online tools to help prepare participants for online learning.
• Conduct financial education workshops via Zoom and other platforms.
• Identify and refer clients to other resources and services needed to achieve their financial goals,
• Conduct outreach activities to build a pipeline of 1:1 clients; cultivate and maintain relationships with key community partners.
• Maintains files and database updates for all clients; prepare program reports as needed.
• Assist with other duties assigned by the supervisor.

Qualifications

• REQUIRED: Bilingual in English and Spanish.
• REQUIRED: Proficient at using Microsoft Office, Zoom, Google Apps, Internet, Social Media and other online platforms.
• Bachelors or Associate’s Degree preferred; or comparable work experience.
• Experience working with low-income families in one or more of the following areas: financial goal setting; budgeting; credit building/rebuilding and debt repayment; utilization of quality financial services; and asset development.
• Highly motivated, flexible team player with excellent organizational and communications skills.
• Ability to work independently in a hybrid modality; and to multitask while maintaining attention to detail and time management.
• Excellent interpersonal skills.

Employment Terms/Compensation: This is a full-time, salaried position with a generous benefit package. Salary negotiable, depending on experience. Flexible schedule, working remotely and in office. Must be available for occasional evenings on a scheduled basis.