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.
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.
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.
Track the progress of small businesses through coaching sessions and regular assessments.
Evaluate the impacts and outcomes of clients during the coaching program.
Provide feedback to clients and adjust coaching plans as needed.
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.

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.

Financial Wellbeing Coach, Small Business

Key skills