Financial Wellbeing Coach - Small Business Jobs in Memphis, TN - Operation HOPE, Inc. Recruitment 2017 - Todays job recruitment is very competitive, that is why you need to work wisely and it is not a hard thing to do. will give you opportunity to do it so you would be able to make the right decision in better strategy to get quick and better result. That way you will get better prospect and safer live in the future. Operation HOPE, Inc. is one of the companies that you can trust to give you and your family suitable and better live in the future. Joining this company will make you able to reach your goal easier and make your dream come true.

To make the company vision and mission comes true; Operation HOPE, Inc. is open for new position as Financial Wellbeing Coach - Small Business in Memphis, TN start from May 2017. Everyone who’s interested in filling this vacant, please participate in this Financial Wellbeing Coach - Small Business May 2017 recruitment in Memphis, TN. It is advised for all participants to prepare all necessary requirements for this job recruitment procedure, as the process will need you to give suitable specification that the company wants for this position. If you feel that you are the one that can fill the specification, you can try to read further information on Financial Wellbeing Coach - Small Business May 2017 in Memphis, TN below.

Operation HOPE, Inc. Recruitment - May 2017

Financial Wellbeing Coach - Small Business (Memphis, TN)

For the past twenty-four years, Operation HOPE has been dedicated to empowering underserved communities through financial literacy. Now, our work encompasses much more than financial education. Our work is about instilling knowledge and confidence in those we serve so they can experience, sometimes for the first time in their lives, financial dignity.

Position is available at the following locations:

Memphis, Tennessee

Tampa, Florida

Orlando, Florida

Macon, Georgia

Paduka, Kentucky

Clarksdale, Mississippi

Selma, Alabama

Hacienda Hills, California

Commerce, California

Lomita, California

Atlanta, Georgia

Columbia, South Carolina

Raleigh, North Carolina


  • Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis
  • Help clients build a debt reduction action plan
  • Guide clients in the gathering of information such as bank account records, and business tax returns
  • Prepare and interpret client’s information such financial document summaries, and income projections
  • Analyze financial information obtained from clients to determine strategies for meeting clients’ financial objectives
  • Answer clients’ questions about the purposes and details of financial plans and strategies
  • Community outreach and marketing execution
  • Enter clients data into the CRM system
  • Coach individuals by phone and in-person
  • Schedule and facilitate workshops on financial literacy topics
  • Build and maintain community alliances
  • Relationship management
  • Financial Wellbeing Coach will be provided reimbursements for transportation and other types of necessary expenses.


  • Bachelor’s degree is preferred, however will consider comparable 2+ years work experience in the financial industry
  • Presentation Skills: the right candidate has the ability to conduct group and individual recruitment and training sessions for volunteers
  • Multitask Oriented – the right candidate has the ability to begin, manage and complete several projects and program relationships simultaneously
  • Proficiency in MS Word, Excel and PowerPoint will be required in this position
  • Professional demeanor and attire will be required
  • Access to personal transportation that will allow them to travel within the designated market
  • High-energy individual who demonstrates confidence, accountability, and professionalism as a leader with each interaction while demonstrating personal integrity, resilience, and respect for others
  • Ability to deliver client education and training by developing the appropriate awareness of financial product offerings
  • Demonstrate knowledge in fiduciary responsibilities and procedures when describing financial products services to clients
  • Requires an average of 50% business travel


  • Database experience preferred


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.


Please visit our website at: and click on Careers.

Job Type: Full-time

Required experience:

  • Coaching: 1 year
  • financial industry: 2 years

As one of the leading company in Memphis, TN, Operation HOPE, Inc. opens a variety of opportunities for employees to grow and make them as future leaders of the professional and disciplined. Operation HOPE, Inc. also offers a dynamic work environment in order to encourage employees to contribute optimally, and at the same time is able to learn new skills and knowledge through the company program.

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If you are interested and qualified to follow the job recruitment, you have to prepare yourself and send your application letter immediately. Only candidates who meet the criteria for Financial Wellbeing Coach - Small Business in Memphis, TN, Memphis, TN who will be called to attend interview. If you still do not satisfy with our job recruitment information above, you can try to read other job recruitment information that we provide in our website which still located in Memphis, TN region from any other company. You can also try to find other job recruitment information for Financial Wellbeing Coach - Small Business di Memphis, TN below.

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Job Informations

Job Title: Financial Wellbeing Coach - Small Business Location: Memphis, TN Company: Operation HOPE, Inc. Date Posted: 4 months ago

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