Career and Financial Coach @ Jewish Family Service of Greater Dallas

Career and Financial Coach

The Career & Financial Coach works on behalf of Jewish Family Service to provide a thorough, self-directed, individualized approach to promoting the lifelong self-sufficiency and well-being for the Greater Dallas community. The Coach offers career and financial education and coaching expertise to support and reach client-identified goals. The position works to provide the core elements of the Working Family Success model (WFS) to help clients achieve increased income, improved credit scores and a reduction of debt. This position is achieved by fulfilling the following responsibilities:
Assesses the Client’s current needs and abilities and works with Client to develop a job search, providing guidance and coaching throughout process
Provides both career and financial coaching using the WFS coaching initiative
Develops effective coaching strategies to identify and address each individual’s obstacles, suggesting strategies for career search success
Delivers career and financial coaching in person, by phone and/or by email as determined appropriate for each Client
Reviews and/or helps to create attractive resumes and cover letters; focuses on effective interviewing techniques
Establishes trust and respect during individual meetings to maintain effective relationships with Clients
Holds Clients accountable for directing and managing their job search
Introduces a wide range of prospective jobs during the employment coaching process
Analyzes the data, processes and results and introduces program improvements, as necessary
Develops workshops and training curriculum with the Career & Financial Services team
Conducts workshops and information sessions and identifies other professionals in the community to support the on-going educational opportunities
Connects Client to necessary additional financial and mental health resources and services at Jewish Family Service and in the community
Plans, markets, leads classes, trainings, workshops and represents Financial Empowerment Services at events and partner locations.
Conducts outreach in the community
Stays up to date on Consumer Financial Protection Bureau (CFPB) changes and other available resources for individuals
Maintains service and participant data using ETO software
Maintains accurate and confidential records and documentation including intake documentation, case notes, and service plans
Assists in coordinating weekly orientation sessions for incoming program participants
Follows up with employed Clients and tracks their success for 12 months.

Job Requirements
Qualified candidates must possess a Bachelor Degree along with the following skills:
Accreditation with the Association of Financial Counseling, Planning and Evaluation, or willingness to attain accreditation within the first 12 months of employment
Experience in recruiting or direct client service experience and a passion to help others help themselves
Excellent communication skills, including active and intuitive listening
Bachelor’s degree in Finance, Economics, or Social Work preferred
Preferred skills include:
Bilingual – English and Spanish - preferred
Intuitive with solid problem solving skills
Strong written and verbal skills
Organized and self-directed
Proficiency in using common office computer applications such as MS Office, spreadsheets databases, email and internet is required
Financial Coaching a plus, but not necessary

Application Instructions

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Job Summary

  • Duration: full-time
  • Benefits: paid vacation, sick leave, medical, vision, dental, retirement plans, leave early for Shabbat
  • Preferred Experience: Entry Level (0-2 years)
  • Preferred Degree: Bachelors
  • Job Posted: 2020-10-08
  • Times this job has been viewed: 212 times
  • Job is posted for: 60 days
  • Job Categories: Case Worker, Counselor, Other
  • Organization Type: Family Services
Job Location
Jewish Family Service of Greater Dallas
5402 Arapaho Rd.
Dallas , Texas 75248
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