CAAB

Investing in People, Strengthening Communities

CAAB is Hiring a Financial Coach

 
Position Summary: The Financial Coach is responsible for the delivery of financial education classes and one-on-one financial coaching sessions, client support, and account management.

Associate Program Manager, Asset Building & Matched Savings

Location: Washington, DC

Position Summary: The Financial Coach is responsible for the delivery of financial education classes and one-on-one financial coaching sessions, client support, and account management.

Responsibilities 

  • Teach CAAB’s financial education classes.
  • Present Program Presentation and materials to CAAB stakeholders.
  • Compile financial education training materials for classes' and coaching onsite and offsite.
  • Provide case management for clients participating in financial education and matched savings programs.
  • Work with CAAB staff to develop and distribute outreach and marketing materials for CAAB's programs, including providing descriptions and distributing materials to target outreach populations.
  • Enter critical client data into CAAB database system(s).
  • Connect enrolled savers to CAAB's other areas of work and other resources as appropriate.
  • Other duties as assigned.

 Requirements

  • Experience with working with low- and moderate-income individuals and families
  • Cultural understanding and awareness of socio-economic matters in the Washington metropolitan region
  • Possess at least an Associate's Degree (AA) 
  • Proficiency in Microsoft Office 

Interested in Applying? Please submit your resume with a cover letter to hr@caab.org.

 

About Capital Area Asset Builders

Capital Area Asset Builders (CAAB) is a non-profit organization whose mission is to create opportunities for low- and moderate-income individuals in the greater DC region to build financial security, savings, and wealth for the future.

Connect with CAAB via our social media platforms:

 

How to give

Now, more than ever, non-profits like Capital Area Asset Builders (CAAB) need your help. Please support CAAB as we continue to help DC residents manage and/or improve their financial situation during these difficult times. If you can't afford to give a monetary gift, please visit our Amazon Wish List where you can choose from a variety of items that CAAB needs in order to better serve our community.

or send a check or money order to
Capital Area Asset Builders (CAAB)
c/o Joseph Leitmann-Santa Cruz, CEO & Executive Director
1100 15th St, NW, 4th Floor 
Washington, DC 20005