FinPath Financial Coach Job at TCG Group Holdings LLP
The Financial Coach works with employees by analyzing each employee?s financial situation, gathering budget information, and discussing financial obligations and goals with the purpose of counseling each employee on specific actions the client may wish to take to improve his or her financial situation.
This position is also responsible for aligning the objectives and daily process to the program's goals and objectives while ensuring regulatory compliance and performance standards are met. The Financial Coach?s scope of responsibilities includes managing and reporting participant eligibility and engagement, providing classroom instruction and one-on-one coaching, promoting coaching activities, and supporting participation tracking.
In addition, the financial coach will support the mission of moving employees through the stages of financial security. The initial focus is helping those who are financially surviving to improve their financial behaviors by budgeting, reducing debt, improving credit scores, and establishing emergency savings. With this foundation established employees will be able to transition to financially thriving with a focus on future goals such as buying a home, saving for retirement, and funding a child?s education.
Duties and Responsibilities:
- Conduct client meetings with the goal to communicate, educate, and engage employees on financial literacy resources
- Recruit, build, and lead clients in order to achieve strategic performance objectives
- Establish and maintain excellent relationships with leadership, employees, clients by providing proactive, on-site case management and follow up services
- Promote FinPath tools and solutions via social media
- Schedule and facilitate workshops on financial literacy topics
- Coach individuals by phone, virtual, and in-person
- Coordinate and schedule coaching sessions
- Maintain client data for impact reporting into the CRM system
- Recommend strategies employees and clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning
- Support employees and clients by helping them to develop a new perspective on the dynamics of money in relation to family, friends, and individual self-esteem
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