Responsibilities

• Financial Coaches have made a commitment to serve clients of the UVU Money Success Center. The commitment to serve also requires a commitment to the Financial Coach code of conduct, which includes adherence to ethics, observance of safety measures, and adherence to administrative policies and procedures.
• Dress Code We understand that you want to be in comfortable clothing as you go to class and work in the office. However, a professional image cannot be sacrificed for comfort. Therefore, it is necessary that clothing worn during all MSC-related activities still upholds professionalism. Coaches are encouraged to wear MSC-branded clothing when engaged in any MSC-affiliated activity. Absolutely no gym shorts, sweatshirts, sweatpants, or t-shirts (except MSC t-shirts) for counseling appointments, marketing tables, or presentations. Jeans may be worn if they are in good condition.
• Qualifications / Licenses / Certifications Must be a current UVU student enrolled in the Personal Financial Planning program.
• Knowledge / Skills / Abilities Financial Coaches are expected to: Attend all four monthly trainings during the semester. Complete a minimum of 5 hours each week in the MSC. Participate and show up on time to all assigned marketing tables, presentations, and client appointments. Mentor a new incoming coach Accept personal responsibility for conduct, exhibiting behavior that is representative of a trained, skilled Financial Coach that instills confidence in financial counseling clients. Dress appropriately during all MSC-related activities. Coaches are encouraged to wear MSC-Branded clothing or professional clothing to MSC-affiliated events. Continually increase professional counseling competency by participating not only in class (FIN 4200), but also through active participation in seeking outside information regarding developments in the financial counseling and planning industries, particularly in how developments pertain to Financial Coaches and the clientele they serve. Understand and accept that the core purpose of a Financial Coach is to “help people help themselves,” but also at times, a Financial Coach may not have all the answers and recognize that it is acceptable to refer clients to other resources when appropriate.
• Report immediately to the Director of the Money Success Center if you are put on academic probation.
• Respond in a timely manner (within 24 hours) to all appointment assignments, including correspondence received after the initial contact with the client.
• Show respect to clients by focusing all attention during the appointment on the client by not answering your cell phone, responding to emails, eating, etc.
• Arrive early for all appointments to ensure required documentation has been completed or is available.
• Be cautious of what is eaten before an appointment, marketing table, or presentation.
• Follow up with the client if you said you would do so, for example, emailing the client the budget you worked on together in an Excel spreadsheet.

Requirements

• Must be a current UVU student enrolled in the Personal Financial Planning program.