Asset Building Coach

Asset Building coach – WORKFORCE DEVELOPMENT

BASIC FUNCTIONS: La Casa de Esperanza’s Asset Building programs provide free tax assistance, financial and employment/career development coaching, and asset building opportunities to low- to moderate-income residents of the Waukesha area. The Asset Building/Financial Coach provides financial and employment coaching to VITA (Volunteer Income Tax Assistance) Program and Financial Stability Initiative clients and facilitates financial literacy and employment/career development workshops.

REPORTS TO: Director, Workforce Development & Financial Stability

FLSA: Nonexempt

HOURS: Full and Part Time Positions

Monday – Friday. Some evening and Saturday hours may be required.

POSITION RESPONSIBILITIES

• Connects clients to asset building opportunities
• Connects clients to support services through La Casa and external agencies/organizations
• Provides financial coaching and case management covering –
  • Budgeting
  • Debt reduction
  • Credit management and building
  • Saving programs
  • Earned Income Tax Credit & Other Tax Credits
  • Retirement planning basics
  • Basic tax planning
• Provides employment and career development coaching and case management
• Facilitates 1 on 1 financial enrichment sessions with VITA clients.
• Implements Asset Building promotions and outreach
• Facilitates financial literacy workshops
• Prepares taxes at the Basic level.
• Collects data and prepares reports are required

QUALIFICATIONS:

• Bachelor’s Degree in Business, Accounting, Social Work, HR, or other relevant coursework.
• Financial Coaching certification, CFP, or comparable education preferred.
• 1-2 year’s experience in financial coaching.
• 1 year experience in employment/career development coaching.
• 1 year experience in workshop facilitation or training presentations preferred.
• Ability to successfully complete IRS tax preparation certification at the Basic level.
• Experience working with low-income individuals/families dealing with multiple barriers to financial self-sufficiency.
• Ability to work in a multicultural environment. Previous experience working with Latino community a plus.
• Proficient in Microsoft Office: word processing, spreadsheets, and internet.
• Available to work evenings and Saturdays during tax season.
• Valid Wisconsin Driver’s License.
• Bilingual Spanish/English a plus.

La Casa de Esperanza is an equal opportunities employer.