Youth Policy Institute

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Financial Coach Youth Focus

Financial Coach Youth Focus

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Regular Full-Time

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The Financial Coach will be responsible for the roll-out of financial education to students and families at Promise Neighborhood Schools, for encouraging and facilitating the development of savings habits and savings accounts, and for one-on-one financial counseling as well as documenting the model for possible expansion to other locations. The financial coach provides direct services to low to moderate-income students and parents with the purpose of helping them to move upwards towards their college and career goals.  Financial counseling and coaching involve an ability to engage and motivate clients, a strong understanding of personal finances, and the ability to teach that knowledge to others. The financial coach is responsible for assisting students and parents to develop plans of action including setting short and long-term financial goals, accessing socially responsible financial products, reducing debt and building credit.


  • Provide one on one financial counseling/coaching.
    • Teach clients about the value of YPI services and engage the client in a long-term relationship.
    • Create new methods for teaching and reaching target populations.
    • Work with clients to complete a detailed financial assessment.
      • Work with clients to document a budget and provide strategies for budget improvements.
      • With clients, access client credit report/score and provide strategies for credit building and/or repair.
      • Document client balance sheet and provide strategies for increasing net worth.
    • Develop plans of actions and provide tools, resources, and accountability to help clients meet their goals.
  • Outcome tracking—track the stories and successes of program participants.
    • Complete Combined Financial Assessment (CFA) for financial counseling clients.
  • The financial coach will conduct workshops as a means of outreach and education.
    • Workshop topics should be relevant to the community, and may include topics such as: budgeting, saving for college, banking products, credit building, identity theft, and more.
  • Grant reporting – provide key data, updates, and relevant information on program outcomes to leadership for YPI STAT reports, funder grant reports, and internal grant management check-ins.


  • A bachelor’s degree from a four year accredited institution required, extensive work experience in the financial sector(banking, lending, insurance, investments) may substitute degree.
  • A strong understanding of personal finances, particularly in the areas of budgeting, financial empowerment, and credit building.
  • A bachelor’s degree from a four year accredited institution preferred.
  • Previous work experience in the financial sector (banking, lending, insurance, investments) is a plus.
  • Strong communication skills, both written and oral.
  • Previous work experience with YPI’s target population, and/or the ability to provide financial counseling/coaching services in a culturally sensitive manner.
  • Proficient in Microsoft Word, Excel, and PowerPoint.
  • Bilingual English/Spanish required.
  • Ideal candidate will have a history of taking initiative and implementing innovative ideas.