Financial Coach

Oakland Planning and Development Corporation


Website OaklandPlanning Oakland Planning and Development Corporation

We build a better Oakland and help neighbors thrive.


Position Goals: To support residents and job seekers to improve their financial well being and to connect community members with OPDC services.

Oakland Planning and Development Corporation’s mission is to build a better Oakland and help neighbors thrive. OPDC is a nonprofit community development organization with multi‐faceted programs. We provide affordable rental housing, sell homes to homeowners, organize and advocate for residents, facilitate planning processes, provide workforce development and financial coaching, and help youth succeed in high school and beyond. OPDC operates a Financial Opportunity Center (FOC) to help people find jobs, receive ongoing one‐on‐one financial coaching, and apply for public benefits, all under one roof.

Position Description

The Financial Coach maintains a robust daily caseload of job seekers and financial counseling clients; conducts outreach to community groups to address neighborhood needs; networks with employer partners to understand hiring needs; and connects clients with economic opportunity in Oakland.


Client Interaction

  • Provide one‐on‐one financial coaching, helping clients to develop budgets, take action to improve their credit, open savings accounts, and learn effective strategies for managing personal finances;
  • Build client capability through an environment of trust and support; build long‐term relationships with clients;
  • Provide income support screening and help clients access all of the services and supports for which they are eligible;
  • In collaboration with colleagues, manage a rolling caseload of approximately 130 clients annually; case management includes developing employment readiness, interview skills, soft skills, and employment counseling as needed, within our team environment;
  • In collaboration with colleagues, design, plan, and run workshops to improve clients’ financial health, credit and net worth; provide workshops for potential homebuyers through the Oakland Community Land Trust;
  • Maintain required paperwork, files, electronic database entries, and records for each client; document outcomes and provide reports.

Community Organizing, Outreach

  • Attend occasional evening community meetings in various Oakland neighborhoods and staff community meetings hosted by OPDC;
  • Actively recruit participants from Oakland residential neighborhoods for cohort programming, participate in team efforts to engage cohorts in workshops, and communicate available services and opportunities to the community;
  • Actively promote OPDC programs including School to Career, Oakland Community Land Trust, Oakland neighborhood plan process, Oakwatch: The Oakland Code Enforcement Project, Adopt‐a‐Block cleanup events, and others as appropriate.

Developing External Partnerships

  • Develop relationships with local financial institutions and other organizations providing financial support services, homebuyer education, entrepreneurship support, etc.;
  • Facilitate small business development program for local residents;
  • Stay abreast of financial support programs/services/products, regional hiring trends, and one‐on-one coaching best practices; recommend adjustments to our approach and our course offerings.


  • Bachelor’s degree in social work or related field and/or five or more years of experience working with adults in the social service sector;
  • Strong understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building; financial counseling certification, or willingness to pursue certification (HUD or AFPCE as examples);
  • Proficiency with Microsoft Office Suite and willingness to master other software packages; knowledge of Salesforce a plus;
  • Excellent relational and communication skills, especially among diverse audiences;
  • Skill in coaching and serving clients so that they perform their best;
  • Strong problem‐solving and conflict resolution skills;
  • An outcome orientation and demonstrated ability to organize, plan, multitask with detail;
  • Knowledge of HIPAA regulations pertaining to confidentiality laws that encompass the social service and healthcare fields;
  • Commitment to and enthusiasm for OPDC’s purpose, vision and values; collegial team player.


Compensation commensurate with experience. OPDC offers a generous benefit package including health insurance, retirement, and paid time off. The position is full‐time at 37.5 hours per week, with occasional evening or weekend responsibilities.

To Apply

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