Financial Coach - Boston

Financial Coach

Boston, MA | Full-Time | Partially Remote

The Financial Coach is responsible for delivering high-quality, client-centered financial coaching services that align with Compass Working Capital’s mission to advance financial mobility and equity. This role involves working directly with clients to provide personalized financial coaching, goal setting, and action planning to help them build assets, improve credit, and achieve long-term financial success.

• Approaches all client interactions with an open mind and commitment to understanding their unique needs and experiences.
• Strong interpersonal skills with the ability to establish and build trusting relationships with clients and colleagues.
• Ability to identify challenges, formulate solutions, and implement changes by drawing on expertise and input from others.
• Excellent organizational skills with the ability to prioritize tasks, manage time effectively, and meet deadlines.
• Comfort using technology and systems to monitor, track, and manage work needs.

Financial Coaches play a key role in client success, ensuring a positive and impactful coaching experience through one-on-one coaching, financial education, and ongoing support. They are expected to maintain a high level of professionalism, accountability, and collaboration while contributing to Compass’s broader programmatic and strategic goals. As frontline practitioners, Financial Coaches also support Compass’s performance goals by maintaining accurate data records, adhering to quality assurance standards, and continuously improving their practice through training and professional development.

This role reports to the Coaching Manager and works closely with program leadership to ensure strong service delivery and positive client outcomes.

• Provide personalized financial coaching across key areas: income growth, credit building, debt management, savings, and long-term asset building.
• Conduct in-depth assessments of client goals and financial situations to develop actionable and customized plans to achieve goals, build assets and increase financial capabilities.
• Partner with clients to achieve their financial goals by delivering professional, culturally proficient, accessible, and non-judgmental guidance. Ensure clear communication of financial action plans, recommendations, and program requirements.
• Build and maintain strong, empathetic relationships with clients, supporting them throughout their journey with proactive follow-ups to address challenges and track progress.
• Identify and integrate community resources and referrals based on client needs and goals to enhance client outcomes.
• Document client outcomes, challenges, and success stories to support program development and inform improved service delivery.
• Maintain a flexible schedule, providing at least one evening per week and some weekend availability (based on your preference and client needs), to support appointment and communication availability for working families.
• Proactively manage client portfolio and calendar to meet coaching metrics and deliver exceptional client service.
• Support outreach and engagement of clients in the program to highlight the benefits of financial coaching during events, info sessions, and other outreach activities, as needed.

• Accurately document and manage client information, including maintaining data in client management systems, meeting organizational standards.
• Perform timely and error-free data entry, ensuring compliance with agency and regulatory protocols.
• Safeguard confidential client information with strict adherence to organizational security protocols.

• Build and maintain current knowledge of financial content and coaching practice through continuing education, workshops, and training to improve coaching effectiveness, including pursuit of professional certifications.
• Stay informed about the organization's core programs and ensure integration of these elements into coaching practices to provide tailored support…