Financial Education and Outreach Specialist

Drive Financial Empowerment in Your Community! Join our team as a Financial Education & Outreach Specialist, where you'll lead impactful financial literacy programs for members, staff, and community groups. You'll champion financial wellness, support credit union advocacy efforts, and help coordinate community development CDFI initiatives and reports. Make a difference one financial lesson at a time!

CoVantage invests in our team members!  Benefits include a 401k employer match of up to 200%, a bonus of annual salary up to 4%, a generous employer HSA contribution, paid time off for community service, eligibility for hybrid remote work, and more!

Job Duties

• Plan, deliver, and facilitate financial literacy workshops, presentations, and events
• Develop and maintain educational materials, including FITMoney resources and training content.
• Serve as the main contact for financial education inquiries and coordinate facilitators and literacy engagements.
• Build and manage partnerships with schools, nonprofits, and community organizations.
• Promote financial wellness concepts with staff through training and tools like Greenpath. 
• Assist with credit union advocacy efforts, including event logistics and legislative communications.
• Provide administrative support for CDFI initiatives and prepare quarterly impact reports.
• Travel locally and occasionally out of state to support outreach and community impact efforts.

Qualifications

• Associate’s degree or equivalent experience in a related field.
• At least 3 years of experience in financial services; member service experience is a plus.
• Valid U.S. Driver’s License.
• Strong understanding of personal finance.
• Skilled in writing and editing professional communications.
• Confident public speaker and content creator.
• Highly organized with strong logistical and resource management skills.
• Excellent collaborator with proven networking abilities.
• Committed to maintaining non-partisan communication standards.