Financial Coach (Dallas, Texas)

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The Financial Coach is responsible for providing one-on-one coaching to YW Financial Empowerment (FE) clients, using the YW Coaching Model. The Financial Coach works closely with the YW FE team to deliver core components of the YW Financial Empowerment/Asset Building program.

Primary responsibilities include:
  • Assist clients in developing financial goals and creating action plans through one on one coaching sessions
  • Communicate effectively with clients by engaging in active listening and critical questioning
  • Monitor and document participant progress toward client driven financial goals through assessments, progress reports and case notes.
  • Leverage partner resources and appropriately refer clients
  • Utilize the YW Self-Sufficiency Calculator to help clients access appropriate public benefits
  • Maintain a working understanding of industry practices to assist in the delivery and program enhancements
  • Establish working relationships with community partners
  • Identify financial and support products and services that meet the needs of the clients
  • Identify YW and non-YW opportunities for programming and education for clients

We offer competitive compensation and comprehensive benefits, including medical, dental, vision, and life insurance,
short-and long-term disability plans and retirement, as well as an environment where your professional growth and advancement are cultivated. YW is an Equal Opportunity Employer.

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