Overview
Support the IRC in NJ’s Financial Capabilities program by providing financial coaching and counseling services to program participants and coordinating monthly financial education workshops.
Key Responsibilities
- Provide one-on-one financial coaching for clients
- Conduct budgets and financial surveys with clients
- Track client notes and progress in a spreadsheet and on ETO software
- Communicate effectively in person and by phone
- Facilitate monthly literacy workshops for clients
- Accompany clients to bank appointments
- Adhere to IRC policies, particularly those related to confidentiality and client privacy
- Other related duties as assigned
Required Experience
Prior experience in the field of personal financial management, preferably in a counseling or coaching role.
Qualifications
High school degree required. Interns must be based in US and must be enrolled in post-secondary institution or have graduated from a post-secondary institution within last 2 years.
