Manager, Financial Coach

For 30 years, Per Scholas has been on a mission to drive mobility and opportunity in the ever-advancing technology landscape by unlocking the untapped potential of individuals, uplifting communities, and meeting the needs of employers through rigorous tech training. By teaming up with dynamic employer partners, ranging from Fortune 500 companies to innovative startups, we're forging inclusive tech talent pipelines, fulfilling an ever-increasing need for skilled talent.

With national remote training and campuses in 20+ cities and counting, Per Scholas offers no-cost training programs in the most sought-after tech skills, spanning Cloud, Cybersecurity, Data Engineering, IT Support, Software Engineering, and more. To date, 30,000+ individuals have been trained through Per Scholas, propelling their professional trajectories into high-growth tech careers with salaries three times higher than their pre-training earnings.

Learn more by visiting Per Scholas.org and follow us on Linked In , X , Facebook , Instagram , and You Tube .

Per Scholas preferred hires reside within the following states
: AZ, CA, CO, FL, GA, IL, IN, KS, MD, MA, MI, MO, NC, NJ, NY, OH, PA, TX, WA

Department: Learner Support
Employment Type: Full-time / Hybrid (Remote with periodic onsite work required)
Reports To: Manager / Learner Support Team Lead

Financial Coaches support Per Scholas Learners and Alumni on their journey toward financial stability and long-term wealth building. This role combines one-on-one financial counseling, group education, and resource navigation to help Learners overcome barriers during training, successfully transition into employment, and achieve their personal financial goals.

• Provide one-on-one Financial Coaching to Learners and Alumni, focusing on financial goal-setting, behavior change, and long-term financial wellness.
• Help Learners effectively manage credit, debt, personal banking, and daily money management.
• Support learners in developing personalized financial action plans, including budgets, savings goals, credit repair strategies, and debt repayment plans.
• Content Development: Develop, facilitate, and implement engaging Financial Coaching content and workshops on core financial topics.
• Resource Management: Create and maintain dynamic national and local tools, including articles, tip sheets, and instructional worksheets.

• Community Partnerships: Build and maintain strong relationships with community organizations and government agencies to provide credible referrals for complex financial matters (e.g., bankruptcy, small business startups, foreclosure prevention).
• Direct Support Fund Management: Inform, screen, track, and monitor Learner access to available direct support funds.

• Document all coaching sessions, Learner/Alumni goals, and case metrics accurately in Salesforce.
• Track and report both quantitative and qualitative outcomes related to financial capability (e.g., budget adoption, savings growth, credit score improvement).
• Support overall program evaluation efforts by collecting and sharing success stories and Learner/Alumni feedback.
• Team
  
  Collaboration:
  
  Participate in regular conferencing with the Financial Coaching team, Learner Support Team, and broader Per Scholas staff to ensure integrated support and targeted client interventions.
• Contribute to innovation projects and alumni engagement initiatives that promote continued financial growth and enhance wellness programming.
• Professional Development: Maintain relevant Financial Coaching accreditations and stay updated on the latest developments, local policies, and trends in the financial education field.

• Experience: 2–4 years of relevant professional experience.
• Certifications: Active Financial Coaching certification or license required (e.g., AFC® or equivalent).
• Technical Proficiency: Comfortable utilizing Microsoft Office (Word, Excel, PowerPoint), Google Suite, Salesforce, Slack, Zoom, and Canva.
• Communication: Strong public speaking, presentation, and written communication skills; exceptional attention to detail and time management.
• Mission Alignment: Passion for personal finance, financial education, economic justice, and equity. Dedicated to working with diverse populations from a strength-based perspective.

• Experience in organizational training and development or learning and…