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Financial Wellness Coach
Alverno College in Milwaukee, Wisconsin
 
 
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Date Posted 01/20/2021
Category
Faculty-Business-Finance
Employment Type Fulltime
Application Deadline Open until filled
 
 
 
 
 

Founded in 1887, Alverno College is a four-year, Catholic liberal arts college for undergraduate
women sponsored by the School Sisters of St. Francis. The college also offers a robust array of
graduate and degree completion programs for women and men. Student learning and personal
and professional development are the central focus of everyone in the Alverno College community.
As Wisconsin’s first designated Hispanic-Serving Institution, Alverno enrolls a highly diverse
student body of virtually every demographic and experience. It is an institution that has revered
tradition and encouraged innovation for more than 130 years.

The College is seeking applicants for a full-time Financial Wellness Coach located in Milwaukee,
WI. Alverno College health, dental, vision, disability, and retirement plan enrollment is available to
full time employees and eligible dependents. Tuition benefits are available for employees and
qualified dependents.

Primary Function:

We are seeking applicants who are dedicated to our mission of public service and civic engagement
to apply for the position of Financial Wellness Coach. The Financial Wellness Coach is a key
member of the college who works passionately to support, educate, and empower students to reach
her full potential as a leader. Through an encouraging, action-oriented approach, the Financial
Wellness Coach will help students build financial literacy and overcome financial setbacks by
developing their knowledge and skills to effectively manage their finances, make informed financial
decisions and achieve financial independence. This position is responsible for assisting with creating
material, outreach, and education to help engage the student population and promote financial
wellness on campus. Alverno is seeking candidates who can meaningfully contribute to the Diversity
and Inclusion goals of the College as we strive to support our diverse student body as they transition
to college and persist to graduation. With an unwavering commitment to diversity, equity and
inclusion, the Financial Wellness Coach models multicultural fluency and intercultural competence.
This is a full-time position that may require some evening and weekend work.

Special Circumstances: This position is currently contingent upon third party grant funding which is
available for the next five years. Demonstration of success may result in full funding by the college.
Any lack of funding or successful demonstration of program effectiveness may lead to a reduction in
work hours or elimination of the position after the grant funding has expired. This position is currently
funded as a 10-month position with a desire to secure funding to extend the position to 12 months.

Primary Duties and Responsibilities

The following information is not meant to be all-inclusive.
Other duties and responsibilities may be assigned as necessary.

Responsibilities 

Provide one-on-one and group financial coaching for students

Create and lead student programming on topics around goal setting, budgeting, spending,
saving, loan repayment, problem solving, self-advocacy, college success, and provide
accountability and support 

Coach students who need to overcome academic challenges and other barriers that interfere
with their financial aid and progress towards graduation 

Provide case management and direct support to students referred for financial distress or
placed on financial registration holds 

Assist students in overcoming any roadblocks concerning FAFSA completion, scholarship
identification and completion, and assist in utilizing campus resources to navigate financial
support and payment processes 

Collect participation data and perform regular assessment of program outcomes, student
satisfaction, and academic performance in an effort to summarize program effectiveness on
college student retention and persistence 

Implement efforts to create a vibrant learning community in which students become engaged,
take ownership for their environment, respect the rights of others, are held accountable for
their behavior, and learn to balance personal needs with the needs of the community 

Provide support and advocacy for students with concerns and provide appropriate referrals as
necessary 

Co-administer the Emergency Grant and Emergency Loan programs 

Assist with visioning and implementation related to student retention strategies

Community Relations

Collaborate with colleagues from other divisions and departments to accomplish timely
completion of projects and maintain smooth operations 

Keep well informed of practices, processes, and policies in related areas, committees and
functions, e.g. Registrar’s Office, Academic Advising, Financial Aid, Career Studio,
Internships, Student Accounts, New Student Orientation etc.


Professional Development 

Participate in department meetings, retreats, student programs, official college functions when
appropriate, and other duties and responsibilities as assigned. 

Remain updated on trends and issues related to college student financial literacy programs
and support initiatives 

Maintain communication with other colleges, professional peers, and professional
organizations to remain current in areas of responsibility. Campus Memberships may include:
ACPA or NASPA, WAIE, WCPA, WAFSA, and WAICU.


Supervisory Responsibilities (year 2 and beyond) 

Develop and implement with Financial Aid, Student Accounts and Student Success a program
like ‘Peer Money Matters’ 

Hire, inspire, support, motivate and supervise the program’s student peer mentors who
provide programs and guidance on matters pertaining to financial literacy. 

Carry out supervisory responsibilities in accordance with the College's student employment
policies and applicable laws. Supervisory responsibilities include interviewing, hiring, training
and developing student employees; assessing performance, celebrating successes and
developing improvement plans as appropriate


College Responsibilities 

Comply with safety procedures and maintain clean and orderly work areas 

Participate on related retention and student success committees as determined with the
Assistant Director e.g. : Student Support, Enrollment Review Group, Staff Retention Interest
Group… 

Perform other tasks as necessary to support the College mission

Qualifications and Education

Bachelors Degree required 

Master’s degree preferred 

3-4 years of experience required education, Social Work/case management, or Financial
sector 

Requires an understanding of college student development 

Spanish/bilingual skills are a strongly preferred 

Must be able to work with confidential information 

Established facilitation/training skills preferred 

Supervisory experience preferred 

Demonstrated strengths in program development, as well as strengths in administrative
organization (e.g., ability to prioritize heavy workload, taking initiative, communication,
problem solving, multi-tasking). 

Highly motivated self-starter with the ability to work both independently and on a team 

Demonstrated ability to work confidently with individuals at all social and economic levels 

Ability to be flexible, adaptive, and positive in a constantly changing educational environment 

Demonstrated multicultural competence and ability to work in diverse contexts 

Requires excellent written and oral communication skills.
o Requires the ability to communicate and respond to both internal and external

customers professionally and in a timely manner. Must have the ability to read,
interpret, write, and complete documents. 

Working knowledge of Microsoft Office (Outlook, Word, Excel) including database
management

Requires the ability to freely move throughout the facility and grounds and regularly talk and hear.

Must have the ability to frequently lift and/or move up to 10 pounds and occasionally lift and/or move

up to 35 pounds. Specific vision abilities required by this job include close vision, distance vision,

color vision, and ability to adjust focus

Successful candidates will have a demonstrated commitment to promoting diversity, inclusion, and
multicultural competence in an educational and work environment and must be willing to contribute to
the College’s strategic plan of inclusion.

How to Apply

Apply on-line at https://www.alverno.edu/jobs/apply/login.php

Please attach your cover letter (detailing relevant experience), resume, and three professional
references to the online application.

Alverno College is an Equal Opportunity Employer and committed to workplace diversity

Apply
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