Job Description

Job Description

About the Role

We are seeking a Behavioral Money Coach to join our Money Canvas program. In this role, you will empower individuals from diverse backgrounds to build healthier financial habits through personalized coaching and motivational techniques. You’ll combine behavioral science with digital tools to help participants achieve financial wellness.

Key Responsibilities

Behavioral Coaching

• Conduct one-on-one virtual money coaching sessions to teach foundational money management skills.
• Use motivational interviewing techniques to create a judgment-free space for learning and reflection.
• Develop personalized action plans aligned with participants’ goals.
• Pilot new coaching protocols and techniques in a test-driven environment.
• Make referrals to additional support services when needed.

Client Relationship Management

• Build strong relationships with participants, providing ongoing support and encouragement.
• Maintain accurate client data and notes in CRM systems for impact reporting.
• Coordinate and schedule coaching appointments while managing daily communications via phone, text, and email.

Administrative Duties

• Manage appointment calendars and input client/session data promptly.
• Participate in professional development and ongoing training.
• Communicate effectively with internal teams and external stakeholders.
• Adhere to program policies, regulatory requirements, and quality standards.

Qualifications

• Bachelor’s degree required.
• Minimum 2 years of experience in financial services, financial planning, economic development, social work, teaching, or related fields.
• Ability to work independently in a virtual environment.
• Proficiency in Microsoft Office and video conferencing platforms (MS Teams, Zoom).

Employee Value Proposition .

• Opportunities for career growth
• Fully remote work environment with provided equipment.

Job Type & Location

This is a Contract to Hire position based out of Appleton, WI.

Pay and Benefits

The pay range for this position is $22.00 - $22.00/hr.

Eligibility requirements apply to some benefits and may depend on your job\n classification and length of employment. Benefits are subject to change and may be\n subject to specific elections, plan, or program terms. If eligible, the benefits\n available for this temporary role may include the following:\n\n • Medical, dental & vision\n • Critical Illness, Accident, and Hospital\n • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available\n • Life Insurance (Voluntary Life & AD&D for the employee and dependents)\n • Short and long-term disability\n • Health Spending Account (HSA)\n • Transportation benefits\n • Employee Assistance Program\n • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully remote position.

Application Deadline

This position is anticipated to close on Dec 22, 2025.

h4> About TEKsystems:\n\n

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

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The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

\n\nAbout TEKsystems and TEKsystems Global Services \n\n

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

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The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Job Tags

Contract work, Temporary work, Work at office, Remote work,

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