Certified Financial Coach
Golden 1 Credit Union
GENERAL DESCRIPTION: The Senior Certified Financial Coach helps people reach their financial goals through one-on-one consultations, classes, community events and partnerships and other avenues. The Senior Certified Financial Coach can help people understand their financial situation, provide options, teach money management skills, and offer encouragement to stay the course. Under the direction of the Director, Community Impact, in close collaboration with the Senior Program Manager, Financial Education and embedded in a Financial Resource Center, this position will lead Golden 1’s financial coaching in the North Bay region. This requires developing a deep understanding of community needs, providing a judgment-free, professional environment to effectively develop personalized plans for members to financially thrive, developing an offering that meets members’ needs and leading financial coaching relationship management with members and as a representative of Golden 1 in the community The Senior Certified Financial Coach will also lead the development of community financial workshops in the region and network with organizations to promote financial services in alignment with Golden 1’s commitment to enhancing the financial well-being of all Californians. Additionally, the Financial Coach is responsible for the continued development and growth of the Credit Union’s financial literacy program, as well as relevant content creation, promotion, and solutions to improve outcomes.
Last checked on May 4, 2026. We may earn a commission when you click through.
Certified Financial Coach
Golden 1 Credit Union
Updated 4 months agoYou'll be redirected to careercenter.afcpe.org
About this role
GENERAL DESCRIPTION:
The Senior Certified Financial Coach helps people reach their financial goals through one-on-one consultations, classes, community events and partnerships and other avenues. The Senior Certified Financial Coach can help people understand their financial situation, provide options, teach money management skills, and offer encouragement to stay the course. Under the direction of the Director, Community Impact, in close collaboration with the Senior Program Manager, Financial Education and embedded in a Financial Resource Center, this position will lead Golden 1’s financial coaching in the North Bay region.
This requires developing a deep understanding of community needs, providing a judgment-free, professional environment to effectively develop personalized plans for members to financially thrive, developing an offering that meets members’ needs and leading financial coaching relationship management with members and as a representative of Golden 1 in the community The Senior Certified Financial Coach will also lead the development of community financial workshops in the region and network with organizations to promote financial services in alignment with Golden 1’s commitment to enhancing the financial well-being of all Californians. Additionally, the Financial Coach is responsible for the continued development and growth of the Credit Union’s financial literacy program, as well as relevant content creation, promotion, and solutions to improve outcomes.
About the Company
Golden 1 Credit Union is a member-focused financial institution dedicated to providing tailored financial solutions and education.
Key Highlights
- ✓ Salary range of $70.4K–$75K per year
- ✓ Focus on one-on-one consultations and community engagement
- ✓ Opportunity to develop personalized financial plans
- ✓ Judgment-free professional environment for clients
- ✓ Partnerships with local organizations to enhance community impact
💡 Honest Take: This role offers a competitive salary and the chance to make a meaningful impact in the community, but potential candidates should be prepared for the challenges of addressing diverse financial needs.
You'll be redirected to careercenter.afcpe.org
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