FOUNDATION COMMUNITIES JOB DESCRIPTION

Job Title: Financial Wellness Coach – North Texas 
Department: Financial Stability 
Reports To: Director of North Texas Programs 
Location: North Texas 
FLSA Status: Exempt | Employment Status: Full-Time 
Annual Salary: $55,000

Position Description

The Financial Wellness Coach supports Foundation Communities' mission through financial coaching, program oversight, volunteer engagement, and community partnerships throughout North Texas. This position independently evaluates participant and program needs, develops financial wellness strategies, manages assigned initiatives, and recommends improvements to strengthen program effectiveness and community impact.

Primary Duties and Responsibilities

Financial Coaching and Participant Services

• Assess participant financial needs and develop individualized plans addressing budgeting, savings, credit, debt reduction, and financial goals.
• Manage participant caseloads, provide financial coaching, and coordinate services with Case Managers and program staff.
• Facilitate financial education workshops, including Mind Over Money, and maintain accurate participant records and documentation.

Program Oversight and Coordination

• Independently evaluate program needs, establish operational priorities, and manage assigned initiatives within organizational guidelines.
• Analyze program outcomes, resolve operational challenges, and exercise independent judgment in recommending improvements to service delivery and resource utilization.
• Prepare performance reports, impact summaries, and strategic recommendations for leadership.

Volunteer Engagement and Community Partnerships

• Develop and oversee volunteer recruitment, onboarding, training, scheduling, engagement, and retention strategies.
• Coordinate volunteer staffing, applicable IRS certification activities, and internship programs.
• Identify, evaluate, and develop partnerships with colleges, corporations, and community organizations to advance program objectives.
• Serve as a primary contact for volunteers, interns, and community partners.

Additional Responsibilities

• Support outreach, organizational initiatives, and special projects.
• Exercise delegated decision-making authority over assigned program activities and priorities.
• Perform other duties as assigned.

Minimum Requirements

• Bachelor's degree in a related field or equivalent education and experience.
• Minimum two years of experience in financial coaching, program coordination, volunteer management, community engagement, or related work.
• Strong communication, analytical, organizational, problem-solving, and relationship-building skills.
• Ability to exercise independent judgment, manage competing priorities, and evaluate program effectiveness.
• Experience working with diverse populations and collaborating with community partners.
• Proficiency in Microsoft Office and electronic recordkeeping and reporting systems.
• Ability to maintain confidentiality and travel regularly throughout North Texas.

Preferred Requirements

• Experience with VITA, financial stability programs, or nonprofit services.
• Financial coaching certification or related training.
• Experience facilitating workshops, developing partnerships, or coordinating volunteers.
• Bilingual in English and Spanish.

Working Conditions and Physical Requirements

Work is performed in office and community settings, with regular travel throughout North Texas and occasional evening or weekend hours. Duties require frequent sitting, standing, walking, computer use, and communication, with occasional lifting of up to 20 pounds.

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.

Compensation and Benefits