Financial Educator

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FINANCIAL EDUCATOR

Gain comprehensive understanding of clients’ financial situations; identify their needs and goals;

define clear objectives; prioritize actions; offer guidance, education, and accountability; and

support clients toward financial health and stability.

RESPONSIBILITIES

 Conduct client financial coaching through one-on-one or small-group sessions.

 Competently assess clients’ current financial situations through review of their accounts,

credit reports, etc.

 Provide motivation and help move clients toward positive financial actions

QUALIFICATIONS

 Must have the necessary skill sets to empathize with clients about their financial

situations,

 Must possess the content knowledge required to give clients high-quality and timely

financial education.

 Effective communication skills, both verbal and non-verbal; and excellent writing skills.

 Must be able to teach financial education materials to individuals and groups