Financial and Energy Coaching Specialist


DATES OF POSTING:  11/5/21-11/15/21, OUF


POSITION: Financial &Energy Coaching Specialist


LOCATIONS: Gable Place


SCHEDULE: Limited Service January 2022-September 2024 | 40 hours/week

CLASSIFICATION: Exempt (salaried)

WAGE: $45,000


Capstone Community Action is an Equal Opportunity Employer and Provider. Applications from women, individuals with disabilities, veterans, and people from diverse cultural backgrounds are encouraged.

Only those applicants selected for an interview will be contacted.


Program:        CED                          

Job Title: Financial and Energy Coaching Specialist 

Pay Grade:     Exempt

Last Review Date/Update/Change of Job Description: October 13, 2021            

A.        General Statement: 

The Financial and Energy Coach works with income eligible individuals and families in the agency’s service area of Vermont to increase financial wellbeing and self-sufficiency around credit building, debt reduction, saving strategies, and budgeting through 1:1 counseling/coaching and group classroom training.  At the center of the financial coaching program is an emphasis on providing clients the tools and resources to help them make purchasing decisions and home improvement investments that reduce their reliance on fossil fuel-based technologies. These resources include tax credits, purchasing incentives, rebates, free or low-cost weatherization, and other money saving opportunities that help reduce the client’s fuel usage.  Coaches will use existing tools to perform energy usage assessments with clients in a streamlined process to ensure statewide consistency and make referrals as identified through this process.  The coach reports to the Statewide Program Team Lead.    

B.        Essential Functions:

Training and Counseling

  1. Collaborate with and provide guidance to participants in person and via digital platforms or phone to help them reach their financial goals while identifying opportunities to reduce their reliance on fossil fuel-based technologies.  Provide support, encouragement, accountability, and tools to help people with limited resources make informed personal financial decisions that also contribute to a reduction in energy consumption.
  2. Train for the Association of Financial Counseling and Planning Education (AFCPE) Accredited Financial Counselor accreditation and the Sage Financial Fitness Coach accreditation in the first 12 months as organized by the statewide Team Lead
  3. Have knowledge and experience with: budgeting, credit building, debt reduction, savings, student loans, and general personal money management.
  4. Have knowledge and experience in home and transportation renewable energy resources, or a desire to learn about and inform clients of renewable energy money saving opportunities.
  5. Co-design coaching program with the statewide program Team Lead to ensure consistency in communication outreach, and referrals.
  6. Attend trainings related to home and transportation energy savings opportunities as scheduled by the Team Lead.
  7. Understand and communicate social service safety nets such as 3SquaresVT, Reach Up, and other government subsidy programs and use discretion when making outside referrals.
  8. Design and Implement financial education classes that incorporate information about energy consumption and the cost of energy usage in a family budget.


  1. Market the Financial and Energy Coaching Program for people who are interested in reducing their energy consumption and to serve as a basis for policy development and advocacy at a state and national level.
  2. Partner with departments in the agency to integrate financial capability programming, into housing, weatherization, Food Security, and Head Start programs.
  3. In collaboration with Program Team Lead, create blogs, newsletter articles and other written communication for local media and social media related to program activities; update and create content for agency website page
  4. Represent the Community Action Agency at events.

Program Partnerships

  1. Maintain positive relationships with individuals, organizations and institutions contributing to the training and counseling of participants.


  1. Evaluate participants’ progress in the Financial and Energy coaching Program through the use of the management information system and provide reports to Program Team Lead
  2. Coordinate the program evaluations and provide feedback of the program’s operations and effectiveness.

C.        Other Duties:

  1. Pursue educational opportunities and training that further professional development.
  2. Participate in the CED Team and the statewide coaching team.
  3. Complete all required employee evaluations.
  4. Other duties as assigned.        

D.        Desired Qualifications:

  1. B.A. or higher degree, preferably in community organizing, community development, financial management, planning, or human services, or an AA and nationally recognized accreditation in Financial Counseling or Financial Coaching.  Two years relevant experience can be substituted for a BA.
  2. Commitment to or passion for reducing the effects of climate change on marginalized communities in Vermont.
  3. Excellent written and oral communications skills.
  4. Experience in group facilitation and training.
  5. Experience with coaching, counseling or similar 1:1 direct service. Motivational Interviewing skills highly desirable.
  6. Experience in marketing and public relations or community outreach desirable.
  7. Proficiency in Microsoft Office products and database management systems.
  8. Strong financial counseling and coaching and credit building skills desirable, or an interest in personal finance.
  9. Strong energy coaching skills desirable, or an interest in energy coaching.
  10. Demonstrated proficiency in financial management and the skills necessary to work with clients on personal finance.
  11. Demonstrated sensitivity to the challenges faced by people living with low incomes.
  12. Demonstrated ability to represent the agency, work as part of a team, and under direction.
  13. Must have reliable transportation and valid driver’s license, and be able to work a flexible schedule including evenings and weekends. 


Barre, Vermont

Our Locations

Washington County

20 Gable Place, Barre, VT 05641
1-800-639-1053 or (802) 479-1053

Lamoille County

250 Industrial Park, Morristown, VT 05661 1-800-639-8710 or
(802) 888-7993

Orange County East

P.O. Box 321, 22 Whistle Stop Way, Bradford, VT 05033
(802) 222-5419

Orange County West

PO Box 284, 12 Prince Street, Randolph, VT 05060
1-800-846-9506 or (802) 728-9506

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