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Kirkland Financial Group, Inc


Jobs

Financial wellness coach, personal financing

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Posted on: November 16, 2020 Apply Now
Part-Time Job Nonprofit, Social Justice, & EducationExpires May 31, 2021

About KFG:

Kirkland Financial Group is the first financial education company of its kind. This makes the company an innovative, fast-paced, close-knit working environment. The employees are smart, hard-working, and collaborative.

If you want to be dedicated to our cause, take charge of your work, work alongside people from diverse backgrounds, and make large contributions to a growing company, then KFG might be the place for you. And we are eager to invest in the employees who invest in us.

All positions can be done remotely. Kirkland Financial Group is an equal opportunity employer that does not tolerate discrimination and that embraces diversity.

About the 85/15 Financial Fitness Program:

The 85/15 Financial Fitness Program is designed to improve people’s financial wellness. The program does this in 12 online meetings, which include courses on personal financing and consultations maintaining a budget. Together, these are intended to develop financial literacy and financial discipline.

About the position as a coach:

Personal financial wellness coaches are responsible for facilitating the 85/15 Financial Fitness Program. In regular online meetings, coaches guide their client groups (5-50 people per group) through personal financing courses and assist them with their personal budget planning.

Responsibilities:

· Learns basic personal financing material, the KFG budget model, and the evolving courses

· For each client group, leads 12 monthly meetings online

o Shares screen with course video and engages with clients about the material

o Facilitates a quiz for clients to measure their progress

o Works with the clients on their budgets

§ In the beginning, this involves walking clients through the process of creating their budgets

§ Throughout the program, this involves creating a supportive environment to motivate clients to maintain their budgets (sharing stories among the group, providing tips and resources, etc.)

· Develop teaching techniques from a feedback system

Qualifications:

· Experience in finance and teaching preferred

· Independent, self-motivated, self-starting attitude

· Organized thinking

· Passion for the cause or experience working for other social causes

· Developed interpersonal and communication skills

Payment: Will be explained in more detail via interview

Apply Now
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