Manager, Financial Coach

Finance & Legalposted 2w ago

ABOUT PER SCHOLAS:

For 30 years, Per Scholas has been on a mission to drive mobility and opportunity in the ever-advancing technology landscape by unlocking the untapped potential of individuals, uplifting communities, and meeting the needs of employers through rigorous tech training. By teaming up with dynamic employer partners, ranging from Fortune 500 companies to innovative startups, we're forging inclusive tech talent pipelines, fulfilling an ever-increasing need for skilled talent. With national remote training and campuses in 20+ cities and counting, Per Scholas offers no-cost training programs in the most sought-after tech skills, spanning Cloud, Cybersecurity, Data Engineering, IT Support, Software Engineering, and more. To date, 30,000+ individuals have been trained through Per Scholas, propelling their professional trajectories into high-growth tech careers with salaries three times higher than their pre-training earnings. Learn more by visiting PerScholas.org and follow us on LinkedIn, X, Facebook, Instagram, and YouTube.

Per Scholas preferred hires reside within the following states: AZ, CA, CO, FL, GA, IL, IN, KS, MD, MA, MI, MO, NC, NJ, NY, OH, PA, TX, WA

Department: Learner Support
Employment Type: Full-time / Hybrid (Remote with periodic onsite work required)
Reports To: Manager / Learner Support Team Lead

Position Purpose

Financial Coaches support Per Scholas Learners and Alumni on their journey toward financial stability and long-term wealth building. This role combines one-on-one financial counseling, group education, and resource navigation to help Learners overcome barriers during training, successfully transition into employment, and achieve their personal financial goals.

Key Responsibilities

Direct Coaching & Counseling

Provide one-on-one Financial Coaching to Learners and Alumni, focusing on financial goal-setting, behavior change, and long-term financial wellness.
Help Learners effectively manage credit, debt, personal banking, and daily money management.
Support learners in developing personalized financial action plans, including budgets, savings goals, credit repair strategies, and debt repayment plans.

Group Workshops & Educational Curriculum

Content Development: Develop, facilitate, and implement engaging Financial Coaching content and workshops on core financial topics.
Resource Management: Create and maintain dynamic national and local tools, including articles, tip sheets, and instructional worksheets.

Resource Navigation & Emergency Support

Community Partnerships: Build and maintain strong relationships with community organizations and government agencies to provide credible referrals for complex financial matters (e.g., bankruptcy, small business startups, foreclosure prevention).
Direct Support Fund Management: Inform, screen, track, and monitor Learner access to available direct support funds.

Data Management & Reporting

Document all coaching sessions, Learner/Alumni goals, and case metrics accurately in Salesforce.
Track and report both quantitative and qualitative outcomes related to financial capability (e.g., budget adoption, savings growth, credit score improvement).
Support overall program evaluation efforts by collecting and sharing success stories and Learner/Alumni feedback.

Program Development & Collaboration

Team Collaboration: Participate in regular conferencing with the Financial Coaching team, Learner Support Team, and broader Per Scholas staff to ensure integrated support and targeted client interventions.
Contribute to innovation projects and alumni engagement initiatives that promote continued financial growth and enhance wellness programming.
Professional Development: Maintain relevant Financial Coaching accreditations and stay updated on the latest developments, local policies, and trends in the financial education field.

Position Requirements

Education & Experience

Education: Bachelor’s degree required.
Experience: 2–4 years of relevant professional experience.
Certifications: Active Financial Coaching certification or license required (e.g., AFC® or equivalent).

Skills & Competencies

Technical Proficiency: Comfortable utilizing Microsoft Office (Word, Excel, PowerPoint), Google Suite, Salesforce, Slack, Zoom, and Canva.
Communication: Strong public speaking, presentation, and written communication skills; exceptional attention to detail and time management.
Mission Alignment: Passion for personal finance, financial education, economic justice, and equity. Dedicated to working with diverse populations from a strength-based perspective.

Preferred Qualifications

Experience in organizational training and development or learning and development (L&D).
Experience collaborating with and coaching adult learners (18+).
Knowledge of workforce development systems.

Personal Attributes

Thrives in a creative, fast-paced, startup-style environment.
Data-driven, result-oriented, and a collaborative team player who can also work independently.
Enthusiastic, energetic, respectful, and fully aligned with the mission that individuals from any community deserve access to well-paying careers.

Physical & Work Environment

Onsite Presence: Hybrid schedule. Employees work remotely with periodic onsite work required, depending on the specific location.
Physical Demands: No specific physical lifting or heavy labor required.
Travel: No travel required.

LI# Remote

For this role specifically, we are targeting a salary range of $60,000- $70,000/year. The salary difference is typically determined by several factors, including the geography where the selected candidate resides and alignment with qualifications and experience.

Benefits & Perks

Per Scholas offers a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life!

Holidays & PTO: Full-Time Per Scholas team members enjoy over 40 days of paid time off each year through a mix of holidays, vacation, and sick/personal time! All employees are eligible for Holiday pay upon hire (a total of 22 holidays annually, including a week off for Independence day and a week before the New Year). Full-Time Benefits Eligible employees also receive 80 Wellness Hours to use for Sick, Safe, or Personal reasons and accrue Vacation at a rate of 8 hours at the beginning of every month, supporting rest, recharge, and work-life balance. Vacation accruals increase with tenure. Part-time employees are afforded time off on a prorated basis and in accordance with local requirements.

Comprehensive Medical Coverage: Benefit eligible employees can choose from multiple medical plans through Cigna or Kaiser Permanente (where available), with options to fit your needs. Eligible employees also have access to a Health Reimbursement Account (HRA) that reimburses eligible out-of-pocket expenses, up to $4,000 for individuals and $8,000 for families.

Dental and Vision Insurance: Eligible employees can select from two dental plan options and a vision plan. Employees who waive medical coverage receive employer paid dental and vision premiums.

Retirement Savings: 401(k) plan with a current 100% employer match on contributions up to 6%, eligible employees are offered entry and full vesting after 90 days with the company.

Employee Assistance Program (EAP): Free, confidential, 24/7 access to counseling, legal support, and financial resources for employees and their household members

Parental Leave: Eligible employees are offered up to 6 weeks of 100% paid parental leave to support employees as they welcome a new child and bond with their family.

Additional Benefits & Perks: Eligible employees have access to employer-paid life and AD&D Insurance, as well as employer-paid short-term disability coverage, with the option to elect additional life coverage and long-term disability insurance. Flexible Spending accounts are available for healthcare, dependent care, and commuting expenses. Per Scholas also offers a range of voluntary benefits, including: Accident, Critical Illness, Hospital Indemnity, Legal Services, and Pet Insurance. Additional resources include healthcare concierge support, financial wellness tools, and employee discount programs.

QUESTIONS?

If you have any questions about this role, please feel free to email our Talent team at jobs@perscholas.org. We look forward to viewing your application!

Equal Employment Opportunity

We're proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity or national origin.

PII Policies

Non-Discrimination Policy