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Finance coach skills for your resume and career
15 finance coach skills for your resume and career
1. Money Management
- Facilitated money management classes to over 1,000 Safer Job Readiness participants.
- Helped students develop money management skills critical student success and retention.
2. Financial Stability
- Coordinate access to resources and financial products and services that promote financial stability and asset development.
- Determined client eligibility for specific social services, financial stability and asset building programs.
3. Financial Services
Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.
- Scheduled and organized personnel and processes to achieve maximum efficiency of Financial Services Associates.
- Ensured that participants follow up with referrals to other financial services professionals.
4. Financial Management
- Promote proactive financial management through 30 minute presentations to clients.
- Mentored new financial coaches on financial management and coaching skills.
5. Financial Products
Financial products refer to instruments through which an individual can invest, borrow or save money. Such devices include credit cards, shares, deposits, bonds, and loans.
- Build wealth for clients through the sale of a variety of fixed financial products and insurances.
- Offer a variety of financial products, including life insurance, investments, and pre-paid legal.
6. Community Outreach
- Assisted in planning community outreach events
- Partnered with Community Outreach Liaison to create and circulate Financial Coaching flyer currently in use.
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Community resources are a set of resources that are used in the day to day life of people which improves their lifestyle in some way. People, sites or houses, and population assistance can come under the services offered by community resources.
- Refer clients to social service or community resources for needs beyond those of credit or debt counseling.
8. Financial Assistance
Financial assistance refers to governmental assistance one may receive for a variety of reasons. This help is typically in the form of money, whether a loan, scholarship, grant, or reduced taxes provided to an individual or organization. One of the more common forms of financial assistance is student loans, which offer many prospective students a chance for higher education.
- Surpassed Attendance Goals Increased social media outlets Granted financial assistance for students in crisis
- Participate in open clinics for both students and residents within the Merrimack area in need of financial assistance.
9. Credit Reports
Credit reports are statements that carry information about your credit affairs and current credit situation like loan payment history and credit accounts status. A credit report acts as history because it contains the record from the day you opened the account till your account balance. Potential lenders and creditors make use of credit reports and decide whether to offer you credit or not and under what conditions.
- Process loan application, read credit reports, suggest loan decisions, book loans through series of general ledger transactions.
- Provide credit report and score counseling including interpreting client reports, scores and making recommendations for improvement.
10. Life Insurance
- Develop and maintain customer relations Offer Financial Needs Analysis to customers and give presentations on the products offered Sell Life Insurance Products
- Write life insurance polices, shop home and auto insurance, help with processing Wills.
11. Financial Security
- Assisted individuals, families and businesses achieve financial security by providing them with financial planning services through a holistic needs-based approach.
- Focused on establishing financial security for individuals, families and businesses by means of risk management techniques and wealth accumulation strategies.
12. Financial Wellness
- Participated in National financial wellness advisory boards.
- conduct all aspects from origination to end of Financial Wellness Workshops; train and develop new team members
13. Financial Aid
Financial aid refers to cash released to an educational institution to help a student pay the school fee. The issuance of financial aid, whether scholarships, grants, or loans, aims to make access to education affordable to all students irrespective of their backgrounds.
- Assisted students with applying for financial aid programs, public benefits, and various financial resources available for eligible students.
- Provided solutions for students seeking financial aid through WPCU's Student Choice.
14. Financial Issues
Financial issues, no matter how big or small, can affect businesses negatively. A finance management analyst is an expert when it comes to identifying potential financial issues and developing strategies to minimize losses.
- Meet with clients to discuss their personal financial issues - Recommend alternatives and solutions - Follow-up with clients to monitor their progress
- Address and educate clients about any financial issues and how to avoid in the future.
15. Tax Preparation
- Provided Tax preparation Services for low income families.
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List of finance coach skills to add to your resume
The most important skills for a finance coach resume and required skills for a finance coach to have include:
- Money Management
- Financial Stability
- Financial Services
- Financial Management
- Financial Products
- Community Outreach
- Community Resources
- Financial Assistance
- Credit Reports
- Life Insurance
- Financial Security
- Financial Wellness
- Financial Aid
- Financial Issues
- Tax Preparation
- Credit Repair
- Student Loans
- Retirement Planning
- Community Organizations
- Schedule Appointments
- PowerPoint
- HUD
- Financial Objectives
- Client Relationships
- Customer Issues
- Credit Analysis
- Facilitate Workshops
- Credit Card
- Financial Literacy Workshops
- Assess Client
- Customer Satisfaction
- Real Estate
- Client Data
Updated January 8, 2025
