Financial Coach/Career Specialist

ABOUT THE ROLE Under the direction of the Center for Working Families (CWF) Director of Financial Empowerment, this role assists clients in developing action plans to reach their financial and employment goals and achieve economic stability. The position focuses on one-on-one financial coaching, career development, and connecting diverse populations with resources and employment opportunities. KEY RESPONSIBILITIES - Conduct one-on-one financial coaching and engage clients in long-term relationships to resolve problematic financial situations and emphasize proactive management - Assist clients in developing budgets, improving credit, documenting balance sheets, and planning for increasing net worth - Use Salesforce and other software to accurately document client outcomes and complete the Combined Financial Assessment (CFA) - Assist in creating recruitment, outreach, and retention strategies for participants in the coaching program - Conduct workshops on topics such as budgeting, saving, banking products, credit building, and identity theft - Monitor client retention, conduct general benefits screenings, and assist clients through income support application processes - Market CWF services to employers, obtain job vacancy information, and refer appropriate job candidates - Establish and maintain relationships with community-based recruitment sources, training programs, and employers in Roxbury, Dorchester, Mattapan, and surrounding areas - Interview and screen job seekers, conduct job readiness training workshops, assess customer skills, and perform job matching - Support the CWF tax site with credit building and coaching services as needed MINIMUM QUALIFICATIONS - Bachelor's degree or equivalent - Three or more years of work experience preferred, including experience working with the public - More than one year of experience in financial and/or employment coaching, training, or a related field - Knowledge of credit, debt, money management, savings, and non-predatory financial products and services - Knowledge of and familiarity with local employer needs and challenges - Proficiency with Microsoft Office and Google Suite; familiarity with Salesforce is highly desirable - Strong interviewing, presentation, and interpersonal skills SPECIAL REQUIREMENTS - Boston residency is required - Ability and willingness to work with culturally and ethnically diverse populations, including individuals in prison re-entry programs - Ability and willingness to work as part of a small team across all program components - Proficiency in English and Spanish is strongly preferred - Must be available and willing to work some evenings and occasional weekends to accommodate client and program needs SELECTION PROCESS 1. Applications will be reviewed based on the candidate's education, experience, and alignment with the minimum qualifications 2. Candidates demonstrating relevant experience in financial or employment coaching, strong interpersonal skills, and familiarity with required software will be prioritized 3. The hiring department will evaluate applicants based on their ability to meet the specific needs of the Center for Working Families HOW TO APPLY 1. Submit an application through the official City of Boston employment portal 2. Ensure all relevant experience, education, and skills are clearly documented in the application materials 3. Applications must be submitted by the posting end date of January 22, 2027 4. For questions, contact victoria.nasanga@boston.gov EMPLOYMENT DETAILS - Job Type: Regular Full-Time - Employer: City of Boston, Office of Workforce Development - Location: Boston City Hall, Boston, MA - Req ID: 2026-32184 - Hours per week: 35 - Union/Salary Plan/Grade: Non-Union / MM2-5 - Posting End Date: 1/22/2027 - Equal Opportunity: The City of Boston is an Equal Opportunity Employer committed to a diverse and inclusive environment