Financial Coach - Chicago, IL

Location: Chicago,None,None

About the Job  

The Financial Coach will be responsible for delivering high-quality, client-centered financial coaching services that align with Compass Working Capital’s mission to advance financial mobility and equity. This role involves working directly with clients to provide personalized financial coaching, goal setting, and action planning to help them build assets, improve credit, and achieve long-term financial success.   

Skills We’re Looking For 

• Approaches all client interactions with an open mind and commitment to understanding their unique needs and experiences.   

• Strong interpersonal skills with the ability to establish and build trusting relationships with clients and colleagues.   

• Ability to identify challenges, formulate solutions, and implement changes by drawing on expertise and input from others.   

• Excellent organizational skills with the ability to prioritize tasks, manage time effectively, and meet deadlines.   

• Comfort using technology and systems to monitor, track, and manage work needs.   

About the role 

Financial Coaches play a key role in client success, ensuring a positive and impactful coaching experience through one-on-one coaching, financial education, and ongoing support. They are expected to maintain a high level of professionalism, accountability, and collaboration while contributing to Compass’s broader programmatic and strategic goals.   

As frontline practitioners, Financial Coaches also support Compass’s performance goals by maintaining accurate data records, adhering to quality assurance standards, and continuously improving their practice through training and professional development. This role reports to the Sr. Program Manager.  

Primary Responsibilities:  

Financial Coaching and Client Support   

• Provide personalized financial coaching across key areas: income growth, credit building, debt management, savings, and long-term asset building.   

• Conduct in-depth assessments of client goals and financial situations to develop actionable and customized plans to achieve goals, build assets and increase financial capabilities.    

• Partner with clients to achieve their financial goals by delivering professional, culturally proficient, accessible, and non-judgmental guidance. Ensure clear communication of financial action plans, recommendations, and program requirements.   

• Build and maintain strong, empathetic relationships with clients, supporting them throughout their journey with proactive follow-ups to address challenges and track progress. 

• Identify and integrate community resources and referrals based on client needs and goals to enhance client outcomes.   

• Document client outco