Financial Wellness Coach, CFS - Hybrid

United Way Miami is dedicated to tackling complex issues and making a positive impact in the community. They are seeking a Financial Wellness Coach to support families in building and maintaining financial stability by providing personalized coaching and resources. This role involves direct client services, outreach, resource referral, and data management to empower individuals towards economic well-being.

Responsibilities

• Provide personalized one-on-one coaching (in-person, virtual, or phone call) and training to help clients build financial capability, shift financial behaviors, and achieve financial goals
• Conduct holistic assessments of individuals and families to better understand their financial situation and needs
• Engage clients in long-term coaching relationships, educating them on financial principles and best practices
• Collaborate with clients to create individualized financial stability plans, including goal-setting, budgeting, savings, credit building, debt management, and utilization of financial services
• Follow up, monitor, and evaluate clients' progress, adjusting plans as needed for their continued success
• Perform outreach and attend events to promote services, engage potential clients, and build relationships with partners
• Deliver group workshops and seminars on various financial literacy topics within the community
• Promote United Way Center for Financial Stability to the Miami-Dade community, local businesses, the social service community, and other key groups
• Represent United Way at various community meetings, conferences, and committees; attend and participate in UW special events to support our fundraising efforts
• Understand United Way and effectively interact with other areas internally to maximize and leverage opportunities
• Identify and refer participants to other community resources and services, as needed, to achieve long-term financial success
• Identify, cultivate, and maintain effective relationships with key providers of other community resources and services, coordinating efforts as needed to maximize client impact
• Maintain accurate and detailed records of client activities, success stories, outreach and engagement activities, and professional development trainings
• Ensure all client and training data are captured in our systems and data workbooks
• Ensure client’s physical and electronic files are accurate, up to date, and secure
• Submit complete and timely weekly, monthly, and quarterly updates
• Meet required quarterly and annual program deliverables
• Collect and track information; manage databases; prepare division reports. Conduct research and special projects as needed
• Track client service usage and outcomes, providing reports on service effectiveness and client satisfaction to improve service delivery
• Provide programmatic input and feedback to improve service delivery, program effectiveness, and innovation
• Collaborate with leadership to refine coaching methods and improve program effectiveness
• Submit timely weekly, monthly, and quarterly reports to the leadership team

Skills

• Associate degree preferred or equivalent experience
• Some knowledge of personal finance (a plus, not required – necessary training provided for the role)
• One to three years' work experience in an office environment
• 1:1 client engagement/case management experience welcomed
• Advanced Outlook
• Advanced Microsoft Office suite
• Knowledge of modern web browsers
• Must be detail-oriented and able to multitask in a fast-paced environment
• Strong customer service skills required
• Ability to function in a team environment
• Proficiency in written and spoken English is necessary
• Spanish speaking ability is required

Benefits

• 3 WKS+ Vacation Paid
• 12 Paid Holidays
• 12 PTO Paid Days
• Competitive Health Benefits Package
• Wellness Program Reimbursements up to $50/month
• Short Term Disability at NO COST
• Life Insurance & AD&D 2X Annual Salary at NO COST
• Employee Assistance Program
• Retirement Plan UP TO 6% Employer Funding
• Professional Development Opportunities
• Discounted On-Site Early Childhood Care
• Tuition Assistance for Early Education Degree
• Free Monthly Transit Card
• Vacation amounts may vary based on roles, schedules, and years of service

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