Charitable Advisors LLC
  • 27-Jul-2020 to 25-Aug-2020
  • - Southeast Community Services, Inc.
  • Indianapolis, IN, USA
  • $37,000 -$40,000
  • Full Time
  • Benefits Package Available

When you're out at dinner with friends, can you split the check in your head, or do you have "that tool or "the app" on your phone to do so? Do you laugh when someone says budgeting is a burden? Are you excited about the possibilities stemming from a higher credit score? SECS is seeking a financial coach to work alongside our neighbors to achieve their goals. If you will bring that sense of excitement and knowledge to our neighbors, SECS wants to talk with you.

Organization Overview
The mission of Southeast Community Services, Inc. is to "work together to serve, strengthen and support financial stability in our neighbors in southeast Indianapolis." Southeast Community Services, Inc. (SECS) utilizes the Center for Working Families (CWF) program model for the delivery of our services.  The program embraces four primary components to assist participants in moving toward financial stability.  These components include employment, finances, education, and access to work supports.  

Position Duties
As a Financial Coach, you are part of our vital work of economic mobility and your passion for providing exceptional service to our neighbors contributes to our high level of outcomes.  Acting as a front-line coach to our neighbors you will communicate in an open, helpful and engaging tone and focus on finding the right pathway with each neighbor.

We need a coach who will interact discreetly and effectively with neighborhood residents on a range of financial and asset building issues.  Financial Coaches work on topics ranging from rebuilding a credit score, saving for a car, paying off debt, or creating a budget. Your commitment to this community means a willingness to work flexible hours that best meet the needs of participants and participate in community outreach.
Primary Responsibilities:
Southeast Community Services, Inc. (SECS) utilizes the Center for Working Families (CWF) program model for the delivery of social services.  The job responsibilities include:
1. Using the co-active coaching model to interact with neighborhood residents.
2. Providing one-on-one financial coaching to CWF participants, including assessing financial situations and helping them to develop realistic spending, savings, and debt management plans, improving or building credit, developing emergency savings funds, and building assets (retirement, education, housing, etc.).
3. Developing strong coaching relationships with our neighborhood residents for long-term results. 
4. Teaching financial workshops.
5. Managing outcome tracking and documentation requirements for the financial coaching component of CWF or other funded programs.
4. Creating and maintaining an environment of work, not school, while modelling appropriate workplace behaviours.
5. Regularly documenting progress of participants through Efforts to Outcomes and Salesforce or any additional data collection systems.
6. Coordinating and working with all team members to promote and facilitate participation for potential individuals that might benefit from the program.
7. Developing relationships with financial institutions to encourage more affordable financial products and services for CWF constituents.
8. Assisting with the running of the VITA program each year.
9. Sourcing new personal finance tools that could assist neighbors with achieving financial goals.
10. Performs other duties, as necessary and requested by supervisor.

Preferred Experience, Skills and Qualifications:
• A four-year degree in business, finance, or a related field of study is preferred but may substitute significant, highly relevant work experience.
• Proven ability to successfully apply financial coaching skills with the target population.
• Excellent social/interpersonal skills and writing ability commensurate with the communication and reporting requirements of the position.
• Team-focused mindset.
• Record of handling sensitive information appropriately.
• Strong computer skills including experience with MS Office applications, using the Internet and database management.
• General knowledge and understanding of the needs of a low-income working population, as well as knowledge of available community resources.
• Well-organized and self-directed, with ability to manage multiple tasks and priorities with great attention to detail.
• Ability to multi-task a variety of activities and remain focused on best customer service.
• Culturally competent and able to work with diverse neighbors
• Must be flexible to work nights/weekends when required
• Must have valid IN Driver's License, access to reliable transportation with insurance as this position requires local travel.

ATTENTION: Be Prepared - To assist you and the search committee in discerning your match for this position, we suggest you prepare your responses to these questions prior to hitting "APPLY" to make your application. Applications will not be considered without question responses.
• What experience or qualities do you feel make you a uniquely qualified match for this position?
• What do you think is the biggest hurdle to financial stability?

Click the APPLY button to submit a cover letter, telling us about your passion for finance, and a resume to Peggy Frame. No phone calls please. 

This position has been closed and is no longer available.
Charitable Advisors LLC


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