Volunteer Assignment: Financial Coach

Assignment Description:

The Financial Coaching Corps trains volunteers, age 55 or older, to conduct one-on-one financial coaching with low-wage individuals and families, and youth populations throughout NYC. The volunteers will assist individuals in developing the skills needed to build assets and economic security that will increase their ability to become self- sufficient. The volunteers attend a financial education training course sponsored by the Financial Coaching Corps.

Responsibilities

  • Provide one-on-one coaching to clients on self-selected areas of financial literacy including: creating a budget and setting financial goals; organizing and prioritizing bills; obtaining and reviewing credit reports; screening for public benefits and tax credits; and opening a bank account and avoiding fringe banking services. 
  • Conduct a needs assessment of the client’s financial situation, including assessing gap between income support and economic security, and identification of potential work supports (EITC, Food Stamps, health care, etc.) and other supportive services. Make referrals when necessary.
  • Develop a self-sufficiency plan with clients that include goals and objectives related to money management, budgeting and other financial needs identified through the assessment.
  • Ensure that all activities are in compliance with CSS/RSVP guidelines.
  • Maintain program files and complete monthly statistics.
  • Agree to respect the confidentiality of any information obtained as a result of, or in connection with, volunteer service.

Qualifications

  • Interest in assisting low-wage individuals and families
  • Interest in learning about financial education and other related resources
  • Excellent communication and  interpersonal skills
  • Business and finance experience preferred, but not required
  • Must attend and successfully complete training

Commitment

Volunteers agree to serve a minimum of one year and must successfully complete the FCC training course.

If you ar interested in becoming an FCC Financial Coach, apply today!

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