Career and Financial Coach – Jewish Family Service

  • Full Time
  • Dallas

Website Jewish Family Service


The Career & Financial Coach works on behalf of Jewish Family Service to provide a thorough, self-directed, individualized approach to promoting the lifelong self-sufficiency and well-being for the Greater Dallas community.  The Coach offers career and financial education and coaching expertise to support and reach client-identified goals.  The position works to provide the core elements of the Working Family Success model (WFS) to help clients achieve increased income, improved credit scores and a reduction of debt.  This position supports, promotes and furthers our goal of providing the highest standards of culturally relevant and sensitive professional service consistent with our mission.


  • Assesses the Client’s current needs and abilities and works with Client to develop a job search, providing guidance and coaching throughout process
  • Provides both career and financial coaching using the WFS coaching initiative
  • Develops effective coaching strategies to identify and address each individual’s obstacles, suggesting strategies for career search success
  • Delivers career and financial coaching in person, by phone and/or by email as determined appropriate for each Client
  • Reviews and/or helps to create attractive resumes and cover letters; focuses on effective interviewing techniques
  • Establishes trust and respect during individual meetings to maintain effective relationships with Clients
  • Holds Clients accountable for directing and managing their job search
  • Introduces a wide range of prospective jobs during the employment coaching process
  • Analyzes the data, processes and results and introduces program improvements, as necessary;
  • Develops workshops and training curriculum with the Career & Financial Services team
  • Conducts workshops and information sessions and identifies other professionals in the community to support the on-going educational opportunities
  • Connects Client to necessary additional financial and mental health resources and services at Jewish Family Service and in the community
  • Plans, markets, leads classes, trainings, workshops and represents Financial Empowerment Services at events and partner locations.
  • Conducts outreach in the community
  • Stays up to date on Consumer Financial Protection Bureau (CFPB) changes and other available resources for individuals
  • Maintains service and participant data using ETO software
  • Maintains accurate and confidential records and documentation including intake documentation, case notes, and service plans
  • Assists in coordinating weekly orientation sessions for incoming program participants.
  • Follows up with employed Clients and tracks their success for 12 months.


Qualified candidates must possess a Bachelor Degree along with the following skills:

  • Financial Coaching certification or ability to complete in first 12 months of employment
  • Experience in direct client service and a passion to help others
  • Excellent communication skills, including active and intuitive listening
  • Bilingual – English and Spanish

Preferred skills include:

  • Intuitive with solid problem-solving skills
  • Strong written and verbal skills

Send resumes to:
Please put CFS Careers in the subject line.

To apply for this job email your details to

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