Advisor, Career Development

Company: Compass Working Capital
Location: Boston
Posted on: April 2, 2026

Job Description:

Advisor, Career Development Boston | Full - Time | Partially Remote Role Overview The Advisor, Career Development serves as both a skilled practitioner and internal thought leader for workforce and career mobility, providing specialized career coaching to clients, supporting colleagues with career planning strategies for their clients, and developing workshops, tools, and training that elevate career development across Compass programs. Reporting Structure: Reports to a Coaching Manager and collaborates closely with the Manager, Programs Learning and Development. Skills We’re Looking For: Mastery of foundational personal finance subjects and financial coaching. Strong interpersonal skills wi t h the ability to establish and build trusting relationships wi t h clients and colleagues. Ability to identify challenges, formulate solutions, and implement changes by dra wi ng on expertise and input from others. Excellent organizational skills wi t h the ability to prioritize tasks, mana g e time effectively, and meet deadlines. Skilled in using technology and systems to monitor , tra ck, and manage work needs , wi t h ability to analyze data and make data driven decisions to improve work. Excellent written and verbal communication skills, including the ability to explain complex information in plain language. Primary Responsibilities Advanced Financial Coaching Provide expert-level financial coaching and exceptional client service to a portf olio of up to 75 clients, setting the standard for coaching excellence within the de par tment. Par tner wi t h clients to achieve their financial goals by delivering culturally responsive, accessible, and traum a-informed coaching aligned wi t h Comp ass methodology . Set the standard for quality ass urance by performing timely , error-free data entry in full compliance wi t h agency and regulatory protocols. Safeguard confidential client information according to organizational security standards. Identify and integrate community resources and referrals based on client needs and goals to enhance client outcomes. Serve as a key point of contact for program graduates within their area of expertise, sup por t ing continued progress beyond program completion. Specialized Coaching & Career Advancement Sup por t Provide specialized employment and career coaching to clients across programs; assist clients in resolving and mitigating barriers to employment, applying to jobs, creating resumes, pre par ing for interviews, retaining employment, and other career advancement activities. Sup por t integration of career and employment goal-setting into broader financial coaching practice across teams. Mentor and provide specialized guidance to Financial Coaches and Senior Coaches, sharing expertise to elevate coaching quality and client outcomes related to career coaching and workforce developmen t . Serve as an escalation resource across programs for complex client cases involving employment barriers or career tra nsitions. Career Development Expertise & Content Delivery Serve as Comp ass ’s internal expert in workforce development and career mobility, maintaining up-to-date knowledge of emerging trends and best practices , integrating innovations into organizational practice . Create and deliver career and workforce development workshops and educational content for clients. Develop resources and tools that strengthen client career outcomes for program graduates. Contribute specialized content to Comp ass tra ining curriculum, webinars, and conferences. Pursue relevant professional development and certifications to deepen expertise and credibility. Leadership and Cross-Team Collaboration Partner with the Manager of Programs Learning and Development integrate career development content across all coaching levels and training curricula. I nform priorities for referral par tnerships and external career sup por t needs for clients. E nsure utilization of integrated workflow to tra ck utilization of specialized services and ass ess impact in area of specialization. Use coaching data, client feedback, and emerging workforce trends to recommend improvements to Comp ass ’s career development sup por t s tra tegy. Qualifications 4 years of financial coaching or financial counseling experience , wi t h specialized knowledge in career development or workforce advancement . Demons tra ted ability to achieve and exceed Comp ass coaching standards . Commitment to Comp ass ’s mission and values, wi t h a p ass ion for advancing financial mobility, equity, and working wi t h families wi t h low incomes. Cultural humility: openness to and respect for others’ cultures, identities, and lived experiences. Ability to fulfill in-person job duties as and/or tra vel as needed. Preferred Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or other relevant financial coaching or counseling certification strongly preferred . Additional certifications and experience in workforce development or career coaching . Experience facilitating workshops and developing curriculum Prior experience working wi t h families and communities wi t h low incomes Proficiency or fluency in Spanish, Haitian-Creole, Cantonese, Amharic, or other languages commonly spoken by clients. Benefits The salary range for this role is $60,000 – $69,000, commensurate with experience. We’ll promote your professional growth and development by providing access to a competitive salary and benefits package and additional employee benefits.

Keywords: Compass Working Capital, Boston , Advisor, Career Development, Human Resources , Boston, Massachusetts