Lutheran Social Services of NE Florida-Financial Coach – Financial Opportunity Center

Posted Jun 07, 2024 Jacksonville, Florida


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Expires Jun 30, 2024


For more than 40 years, we’ve empowered hundreds of thousands of people in Duval County to start again. Voted by our community as one of the top 5 nonprofits in the area, ranked as a Jacksonville Business Journal Top 25 nonprofit, Lutheran Social Services doesn’t stop at serving our Northeast Florida neighbors, we extend our dedication to excellence in the benefits and resources we offer our talented and diverse staff.

Financial Opportunity Centers (FOC) help low to moderate income families boost earnings, reduce expenses, and make appropriate financial decisions that lead to asset building through an integrated service model approach. The centers provide individuals and families with services across three critical and interconnected areas: employment services, financial coaching and access to income supports.

The financial coach provides direct services to low to moderate-income individuals who are enrolled as Financial Opportunity Center participants. Financial counseling and coaching involve an ability to engage and motivate clients, a strong understanding of personal finances, and the ability to teach that knowledge to others. The financial coach is responsible for assisting clients in developing plans of action that are intended to help the client reach their goals and achieve financial stability. The financial coach is expected to focus services in a one-on-one counseling format. The coach might also conduct classes and workshops on topics such as budgeting, credit building, and banking products.

This position works out of 1601 Kings Rd, Jacksonville, FL 32209 – Steps 2 Success.

Essential duties and responsibilities

The financial coach will work with the employment counselors and income supports counselor to ensure the client is getting assistance across major service areas, while working within the community to build relationships that are beneficial to the program and its clients. Essential Duties and Responsibilities can be broken down into the following core areas: • Provide one on one financial counseling/coaching • Teach clients the value of FOC services and engage the client in a long-term relationship • Assist clients in resolving current financial situations, while providing a wide lens on their financial health • Work with clients to complete a very detailed financial assessment • Work with the client to document a budget and provide strategies for budget improvements • Access the clients credit report/score and provide strategies for credit building • Document the client’s balance sheet and provide strategies for increasing net worth • Develop plans of actions and provide tools, resources, and accountability to help them meet their goals • Understand other services offered by the agency, such as employment services • Conduct a general benefits screening • Discuss with the client all the benefits they are eligible to procure • Assist the clients through the application process, as needed • Outcome tracking—track the stories and successes of program participants • Use Efforts to Outcome (ETO), a client management system, to document and reflect the outcome of clients • Completing Combined Financial Assessment (CFA) for financial counseling clients • Ensure that any changes to the client’s CFA (new job, new benefit, change in credit score) is properly documented • Conduct workshops as a means of outreach and education • Classes may be part of a larger job readiness class offered by the FOC, or may be occasional workshops to the public • Develop workshop materials or tailor existing materials to meet the needs of the community • Workshop topics should be relevant to the community, such as: budgeting, savings, banking products, credit building, identity theft • Develop relationships with local financial institutions and community organizations • Work with mainstream financial institutions to understand the needs of the community so they can provide products and services


• A strong understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building • Strong communication skills, both written and oral • Proficient in Microsoft Word, Excel, and PowerPoint • Internet and Resource Savvy • Teamwork, collaboration, and relationship building skills are required for success in this position • Independent judgement is required to plan, prioritize, and organize a diverse workload • Must be a creative problem-solver with strong organizational, analytical, planning, and anticipatory management skills • Ability to effectively present information and respond to questions from clients, customers, and the public. • Ability to define problems, collect data, establish facts, and draw valid conclusions. • Ability to solve practical problems and deal with a variety of concrete variables with a minimum amount of direction • Strong Mathematical skills

Education and Experience

Preferred • Previous work experience in the financial sector (banking, lending, insurance, investments) is a plus • Previous experience or knowledge or mortgage industry is a plus • Knowledge of Sales Force • Previous work experience with the FOC’s target population, and/or the ability to provide financial counseling/coaching services in a culturally sensitive manner. Required: • A bachelor’s degree from a four-year accredited institution • Willing to use private vehicle to travel to offsite workshops, trainings – 25% local travel • Screening required for this position: a Level 2 background check (company paid), a drug screen (company paid), and a driver's license check (company paid) - all at time of job offer

Salary/Salary Range

$20 - $23 per hour; NonExempt; Full Time; Full Medical Benefits; 20 days of PTO per year; 11 Paid Holidays

How to Apply

Email Resume and Interest to: Aziza Fisher, HR Director -


Lutheran Social Services of NE Florida Inc


Aziza Fisher | Email