Skip to main content
David Careers

Financial Wellbeing Coach, Small Business

Posted yesterday

operation hopeDecatur (IL)
Social and Community Service ManagersOther Individual and Family Services

SENIORITY

Mid

Apply (opens in a new tab)

About the role

Job Description: Financial Wellbeing Coach - Small BusinessDEPARTMENT: HOPE Program OperationsACCOUNTABILITY: Reports to Director of OperationsJOB SUMMARYAbout Operation HOPE: Operation HOPE is a non-profit organization committed to fostering economic empowerment and financial inclusion. Through our small business programs, we aim to support entrepreneurs and small business owners in building sustainable enterprises that contribute to the economic growth of their communities.
Position Overview: We're seeking a passionate and experienced Small Business Coach to join Operation HOPE, bringing entrepreneurial expertise and a commitment to empowering others. As a coach, they'll guide aspiring and existing small business owners, offering tailored one-on-one support, sharing invaluable knowledge, tools, and resources, and fostering a culture of growth and success. Their entrepreneurial journey will serve as inspiration, fueling their dedication to helping individuals navigate challenges, develop robust business plans, and implement strategies for sustainable growth.
Key Responsibilities: Individual Coaching:
  • Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
  • Analyze financial information obtained from clients to determine strategies for meeting client's financial objectives.
  • Provide guidance on business plan creation, business operations, marketing strategies, and growth opportunities.
  • Training and Workshops:
  • Facilitate small business workshops and training sessions covering credit and money management and various aspects of entrepreneurship.
  • Answer client's questions about the purpose and details of financial plans and strategies.
  • Deliver engaging content on topics such as business planning, financial management and marketing.
  • Ability to deliver 8-Week Business Development Programs as assigned throughout the year.
  • Resource Connection:
  • Connect clients with relevant resources, networks, and support services.
  • Stay informed about government programs, grants, and other opportunities available to clients.
  • Collaborate with community partners to enhance the support system for entrepreneurs.
  • Monitoring and Evaluations:
  • Track the progress of small businesses through coaching sessions and regular assessments.
  • Evaluate the impacts and outcomes of clients during the coaching program. How many graduated from the program, how many small businesses were created, and other data as requested.
  • Provide feedback to clients and adjust coaching plans as needed.
  • Networking and Community Engagement:
  • Build and maintain relationships with local businesses, chambers of commerce, and community organizations.
  • Represent Operation HOPE at networking events and engage with stakeholders to enhance program visibility.
Qualifications:
  • Bachelor's degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.
  • Flexibility to deliver evening workshops to meet clients needs as determined.
  • Comfortable with meeting monthly and annual production goals.
  • Ability to meet tight deadlines and maintain effective time management.
  • Proven experience in small business coaching, consulting, or entrepreneurship.
  • Strong knowledge of business planning, financial management and marketing strategies.
  • Ability to empathize with and understand the unique challenges faced by small business owners.
  • Strong Presentation Skills, both in-person and virtually: The ability to facilitate group workshops, maintain engagement, and navigate participant inquiries
  • Possess cultural competency and the ability to support diverse backgrounds.
  • Multitask oriented - the right candidate must have the ability to begin, manage and complete several projects and program relationships simultaneously.
  • Excellent communication and interpersonal skills.
  • Proficiency in MS Word, Excel, and PowerPoint will be required in this position.
  • Access to personal transportation that will allow them to travel within the designated market.
EEO STATEMENT: Operation HOPE is an Equal Opportunity Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information or any other characteristic protected by law.@OHFWC

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

More like this