Be a Volunteer

There are different volunteer roles that are available: Seminar Leaders and Wealth Coaches.  The commitment per role is one to three  hours per month.  Below is a brief description of each.

Seminar Leaders– use provided presentation materials to encourage participants to set a personal financial goal and begin work on a savings/debt reduction plan.

Wealth Coach– work one-on-one with committed Savers to help with longer term financial planning.  Financial professional certification of some form (ex. CFP, CPA, AFC) is required to perform this role.

In order to become a CharlotteSaves Volunteer, you must:

  • Pass a criminal background check
  • Attend the CharlotteSaves training session
  • Complete the Volunteer Registration and Code of Ethics form
  • Copy of financial professional certification (if applicable)

To apply, contact the Director.

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