Financial Coach

About the role

The International Rescue Committee is seeking a Financial Coach to provide one‑on‑one financial counseling and coaching to clients in its local programs. You will help individuals create budgets, open bank accounts, manage loans, build credit and develop long‑term asset‑building strategies.

Key responsibilities

• Deliver personalized financial coaching sessions, including budgeting, banking, credit analysis, debt reduction and asset building.
• Assess client needs, develop individualized financial action plans, and track progress in the ETO system.
• Make referrals to complementary services such as benefits assistance and tax preparation.
• Support the design and facilitation of workshops on budgeting, cash management, savings and credit building.
• Collaborate with the Economic Empowerment Manager and community partners, including banks and VITA tax sites, to expand client access to financial services.
• Maintain accurate attendance, data and outcome records and comply with programmatic, donor and IRC standards.
• Complete CNM Certified Financial Coach certification and participate in ongoing professional development.

Required profile

• Undergraduate degree preferred or equivalent combination of education and experience.
• Demonstrated experience providing financial counseling or coaching to diverse client populations.
• Ability to develop individualized financial plans and achieve measurable client outcomes.
• Strong organizational skills for tracking data, attendance and reporting requirements.
• Willingness to obtain and maintain CNM Certified Financial Coach certification.

Required skills