Financial Wealth Coach
Job Summary

• Assesses clients’ current financial position to develop
debt strategies that increase financial wealth.

General Accountabilities

• 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 an 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