Coach, Financial wellness

Description

About Branches

At Branches, we believe every family has the potential to succeed and every student and community member can achieve financial wellness. We partner with families to build educational and financial assets, community, and hope; creating a safe, welcoming space where relationships come first, transformational impact is the goal, and each and every person is valued.

From serving over 550 students daily through our Grow and Climb programs, to reaching 10,000+ adults each year with our Achieve financial wellness services , which includes free tax preparation, to empowering local entrepreneurs through our MicroBusiness program, we are making a lasting impact across South Florida.

Branches is a faith-based organization that prioritizes the people, service and impact. Our culture is agile, collaborative, and fueled by purpose. We are passionate about transforming lives, fearless in pursuing what’s possible, and driven by the entrepreneurial spirit it takes to meet challenges head-on. If you’re inspired by impact, energized by growth, and ready to help co-create brighter futures, we encourage you to join our amazing mission-driven team, where your work doesn’t just make a difference, it changes lives.

Position Overview

At Branches, we believe every person can thrive when provided with opportunities, caring relationships, and practical tools for success. Through our Financial Wellness Services, Branches equips individuals and families with the knowledge, resources, and support needed to achieve financial stability and build long-term prosperity.

The Financial Coach plays a critical role in advancing this mission by providing individualized financial coaching, financial education, case management, and resource navigation to participants. Through a strengths-based and participant-centered approach, the Financial Coach empowers individuals and families to set goals, overcome barriers, increase income, improve credit, reduce debt, build savings, and access opportunities that lead to lasting financial well-being.

The Financial Coach is responsible for participant engagement, service delivery, outcome tracking, community outreach, and collaboration with internal and external partners to ensure participants receive comprehensive support.

Key Areas of Responsibility

• Provide one-on-one financial coaching focused on budgeting, credit building and repair, debt reduction, savings strategies, banking access, consumer education, and asset-building opportunities.
• Builds relationships with parents and families in Branches’ Grow & Climb programs (dedicated to supporting K-12 Students) and connects them to financial coaching and other Achieve (financial wellness & microbusiness) services.
• Facilitate financial education workshops for youth, adults, and families.
• Utilize coaching techniques that encourage accountability, build confidence, and empower participants to achieve sustainable outcomes.
• Maintain accurate, timely, and confidential participant records within designated data management systems.
• Promote Financial Wellness Services through community presentations, outreach events, workshops, and partner engagements.
• Recruit participants and increase awareness of Branches services throughout the community.

Key Measures of Success

• Increasing participant savings through successfully though a co-created disciplined financial habits and achieve measurable growth in financial reserves. 
• Building participant credit through successful coaching on credit building habits and achieving measurable growth in credit scores.
• Reducing participant debt through successful sustainable payoff strategies, leading to measurable decreases in total liabilities and financial stressors.

Why join us?

Joining Branches means becoming part of a community that truly invests in your whole self, offering a Market Competitive benefits package that balances comprehensive support with a deep sense of purpose. We prioritize your long term security through a Top Benefits rated retirement plan, featuring a voluntary 403(b) with a generous dollar-for-dollar match up to 6%, Your wellbeing is at the heart of our Service-Life Harmony culture, supported by Market Leading leave policies that include 15 paid holidays, 10 days of sick/personal time, a floating holiday for self-care, and 10 days of vacation that increases with your tenure. Beyond traditional healthcare and Market Leading voluntary offerings like dental, vision, and accident insurance, we provide exclusive access to dedicated EY financial advisors through our retirement plan and a finical wellbeing program designed for your wellbeing. At Branches, you are a Branchie empowered by a culture to serve that celebrates your growth, honors your presence, and provides the foundational stability you need to thrive both professionally and personally.

Beyond the Job Ad

At Branches, we recognize it’s unrealistic for candidates to fulfill 100% of the criteria in a job ad. We encourage you to apply if you meet the majority of the requirements because we know that skills evolve over time. If you’re willing to learn and evolve alongside us, join our team!

While most of the work for this position happens in a vibrant, collaborative on-site setting, we embrace flexibility that supports our participants and team members and because our mission connects us deeply to our community, you’ll occasionally travel to other Branches sites or attend meetings with our Partners, with some evenings and weekends dedicated to special events or community needs. Reliable transportation is essential to support this work.

Branches is committed to the policy that all people have equal access to its programs, facilities and employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Please note: This role is dynamic, and responsibilities may evolve as we work together to meet the growing needs of the organization and the community we serve.

Requirements

• Bachelor’s degree in Social Services, Human Services, Business, Finance, Education, or a related field preferred. Alternatively, a minimum of 5 years of progressive professional experience in a related field may be substituted. We are also eager to hire fresh graduates who demonstrate a true passion for serving the community and a strong willingness to learn.
• Bilingual proficiency in English and Creole is a must.
• Experience working with low- to moderate-income individuals and families is preferred.
• Certification or experience in financial coaching, financial education, credit counseling, tax preparation, or related disciplines is preferred. Ability to complete certifications in first 90 days if needed.
• Passion for helping individuals and families achieve financial stability and long-term success.
• Strong interpersonal, coaching, and relationship-building skills.
• Ability to motivate, encourage, and empower participants from diverse backgrounds.
• Excellent verbal and written communication skills.
• Strong organizational, time management, and documentation skills.
• Ability to manage multiple priorities while maintaining attention to detail.
• Commitment to confidentiality, professionalism, and participant-centered service.