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Company Name:
Approximate Salary:
Not Specified
Round Rock, Texas
United States
Financial Counseling
Position type:
Full Time
Experience level:
2 - 5 years
Education level:
Bachelor's Degree
301 Sundance Parkway
Round Rock
Job Title:
Financial Coach

Financial Coach

TG seeks to hire an energetic, resourceful, caring financial coach to join our team as part of our holistic, integrated approach to serving students enrolled in higher education.

Major Purpose of Financial Coach

To assist students in exploring and identifying their personal financial and educational goals and in developing strategies, action steps and utilizing resources to reach those goals.

Required skills

  •  A strong understanding of financial principles, concepts, tools and best practices.
  • Familiarity with student aid programs.
  • Familiarity with public benefits, public assistance organizations and related informational resources
  • An empathetic, respectful, student-positive attitude
  • Strong communication skills- effective listening, dialogue and discussion, providing honest feedback, framing concepts to facilitate understanding, guided questioning to elicit disclosure, persuasion

Required Qualifications:

A bachelor’s degree from an accredited four year college or university and two years relevant experience in financial coaching, financial counseling, student counseling/advising, student affairs or financial aid administration.

Six years relevant experience in financial coaching, financial counseling, student counseling/advising, student affairs or financial aid administration can substitute for the degree requirement. 

Preferred Qualifications:

  • Current Accredited Financial Counselor or similar certification
  • Bilingual
  • Experience working with college students
  • Experience with college access or college success initiatives

 Who We Are:

TG is an established and financially strong company with a history of excellence in the federal student loan marketplace. Our present vision is one of reinvention to pursue new opportunities in new markets. This combination of stability and vision creates a unique intersection: a startup environment at a company that also has a stable foundation, resulting in an opportunity for the right candidate to help shape our company's future. This is an exciting time to join the TG team!


•All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity or sexual orientation. We are also an equal opportunity employer of individuals with disabilities and protected veterans.

 •Please view Equal Employment Opportunity Posters provided by OFCCP.


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