Financial Coach (Thurston
Listed on 2026-08-03
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Finance & Banking
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Description
Job Title
:
Financial Coach (Thurston)
Location
:
Based Lacey, WA with some travel required
Schedule
:
Monday–Friday, Full-Time (Day Shift, In-Person)
Compensation
:$62,000 Annual Salary
America Works of Washington, Inc., a socially conscious organization committed to helping individuals achieve economic self-sufficiency, is seeking aFinancial Coachto support participant financial stability, financial empowerment, and long-term economic mobility within a workforce development program serving
Thurston County, WA.
The Financial Coach provides participant-centered financial coaching to help individuals identify and overcome financial barriers, develop financial goals, strengthen financial confidence, and build strategies related to budgeting, savings, credit building, debt management, benefits navigation, and asset development.
Working as part of the Career Success Team, the Financial Coach collaborates with Career Coaches, Eligibility Specialists, employers, training providers, and community partners to provide coordinated support that helps participants achieve employment success, retention, and long-term financial security.
The ideal candidate enjoys working directly with people, building relationships, and helping individuals develop practical strategies to improve their financial well-being. Experience in financial coaching, personal finance, case management, benefits navigation, customer service, workforce development, social services, or other participant-focused roles is valued.
Women, minorities, bilingual or multilingual candidates, and individuals with lived experience navigating financial or employment barriers are encouraged to apply.
Duties and ResponsibilitiesFinancial Coaching & Participant Support
Provide one-on-one financial coaching and support to program participants.
Conduct financial assessments to understand participant income, expenses, financial goals, barriers, and areas for support.
Help participants develop individualized financial action plans with goals, strategies, resources, and follow-up steps.
Support participants with budgeting, savings strategies, credit building, debt management, and improving financial confidence.
Provide ongoing coaching, encouragement, accountability, and problem-solving support to help participants achieve their goals.
Build trusting, respectful, and culturally responsive relationships with participants.
Benefits Navigation & Financial Stability
Support participants in understanding and accessing income supports and basic needs resources, including TANF, SNAP, housing assistance, transportation assistance, and other community resources.
Help participants understand how changes in employment and income may impact benefits and household financial stability.
Assist participants in identifying resources and strategies to overcome financial barriers that may impact employment success.
Provide guidance on financial planning during career transitions, increased income, and changes in household circumstances.
Asset Building & Financial Empowerment
Support eligible participants with Matched Savings Investment Accounts (MISA) and other asset‑building opportunities.
Help participants develop savings goals, establish savings habits, and understand strategies for building long‑term financial stability.
Provide education related to asset building, financial planning, and economic mobility.
Trackparticipantprogress toward financial goals and celebrate milestones.
Financial Literacy & Workshops
Facilitate financial literacy workshops and group education sessions as needed.
Provide education on topics such as:
- Budgeting and spending plans
- Savings strategies
- Credit building and credit management
- Debt reduction
- Banking products
- Identity theft prevention
- Benefits planning
- Asset building
Adapt financial education materials to meet the needs of diverseparticipant populations.
Career Success Team…
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