Financial Empowerment Specialist

2 weeks ago

Miami, United States United Way Miami Full time

Salary Range: $46,690-$50,750 annually

Hybrid Schedule: 2 Days Remote, 3 Days On-Site

We invite you to explore the details and supporting information regarding this opportunity.

Benefits Overview

  • Exempt (Salary): 3 Weeks+ Paid Vacation*
  • 12 Paid Holidays
  • 12 Paid Time Off Days
  • Comprehensive Health Benefits Package
  • Wellness Program Reimbursements up to $50/month
  • No-Cost Short Term Disability
  • Life Insurance & AD&D at 2X Annual Salary at No Cost
  • Employee Assistance Program
  • Retirement Plan with Up to 6% Employer Contribution
  • Opportunities for Professional Development
  • Discounted On-Site Childcare Services
  • Tuition Assistance for Early Education Degrees
  • Complimentary Monthly Transit Pass

*Vacation and Paid Time Off may vary based on roles, schedules, and tenure.

At United Way Miami, we are committed to making a significant impact in our community. Together, we address complex challenges and transform contributions into meaningful change. We advocate for equitable access to quality education, financial stability, and health for all community members.

United Way Miami is seeking a Financial Empowerment Specialist to fulfill the financial coaching role within the United Way Center for Financial Stability and support integration with other United Way and community initiatives. The ideal candidate should possess strong attention to detail and the ability to manage multiple tasks in a dynamic environment. Excellent customer service skills and the capacity to work collaboratively in a team setting are essential. Proficiency in both written and spoken Spanish or Creole is highly preferred.

Key Responsibilities:

  • Deliver direct services, including training and personalized coaching, aimed at enhancing financial literacy, altering financial behaviors, and achieving financial objectives.
  • Conduct and coordinate comprehensive assessments of individual and family clients.
  • Educate clients on the benefits of financial capability services and foster long-term coaching relationships.
  • Assist clients in recognizing and addressing current financial opportunities and challenges while providing a holistic view of financial stability to promote proactive financial management and long-term success.
  • Collaborate with clients to develop tailored financial stability plans, including goal-setting, budgeting, savings, credit enhancement, debt management, utilization of financial products, tax preparation, benefit screening, and employment services.
  • Identify and refer clients to additional community resources and services as necessary to meet their financial goals.
  • Establish and maintain effective relationships with key community resource providers, coordinating efforts to maximize client impact.
  • Review financial plans to identify needs and gaps.
  • Monitor and evaluate client progress through follow-ups.
  • Provide warm referrals to community resources and services, ensuring appropriate follow-up with clients and/or community partners.
  • Maintain accurate, up-to-date, and secure physical and electronic client files.
  • Track and compile service outcomes; prepare regular reports and provide information as needed.
  • Continuously learn new skills and techniques to enhance service quality and impact.
  • Collaborate with leadership to adapt coaching methods and tools for improved client and program outcomes.
  • Engage in outreach and attend events to promote services, recruit clients, and build partnerships.
  • Advocate for the United Way Center for Financial Stability within the Miami-Dade community, local businesses, and the social service sector.
  • Represent United Way at community meetings, conferences, and committees; participate in special events to support fundraising efforts.
  • All United Way staff are expected to be actively involved in the organization's crisis plan and response efforts, particularly during times of community need.

Equal Opportunity Employment: UWM is an equal opportunity employer and maintains a drug-free workplace. Please visit our Career site homepage for our EEO statement and Drug-Free policy.

Education Requirements: A Bachelor's degree is required, with major coursework in business, management, social services, or related fields, or equivalent experience.

Experience Requirements: Proven experience and success in serving at-risk and/or low-to-moderate income populations. Comfortable communicating one-on-one and in small groups on various financial topics.

Other Requirements: Bilingual proficiency (English/Spanish) is mandatory.

Career Development: We promote growth through formal and informal development programs, coaching, and on-the-job challenges. We encourage inquiries, risk-taking, and exploration of possibilities.

We encourage applications from individuals who may not meet every requirement, particularly people of color and women. If you are enthusiastic about this role, we invite you to apply, even if your experience or education isn't an exact match. You could be the ideal candidate for this position or discover other exciting opportunities within our organization.

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