Financial Wealth Coach
Job Summary
Requirements
- Assesses clients’ current financial position to develop debt strategies that increase financial wealth
- Interviews clients and obtain a credit report to determine their current income, expenses, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- Analyzes financial information obtained from clients to determine strategies for meeting their financial objectives.
- Recommends strategies in cash management, debt management, or other areas to help clients achieve their business financial goals.
- Reviews clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Answers clients' questions about the purposes and details of financial plans and strategies.
- Monitors small business financial market trends to ensure that client plans are responsive.
- Recommend WeDevelopment financial products.
- Devises debt consolidation that includes payoff priorities and timelines.
- Recommend additional small business grants and services not offered by WeDevelopment to ensure client plans are up to date.
- Recruits and maintains client bases.
- Organize, schedule, and attend community events that address entrepreneur challenges to capital in the Kansas City metro area.
- *The company reserves the right to add or change duties at any time.
Job Qualifications
- Education: Bachelor's degree
- Experience: 3-5 years of related experience; or equivalent combination of education and experience
Skills
- Excellent verbal and written communication
- Service orientation
- Compassion
- Active listening
- Critical thinking
- Complex problem solving
- Mathematics
- Judgment and decision making
- Community participation
- Financial Education
- Small Business Financial Coaching