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Financial Coach

2 months ago

Miami, United States United Way Miami Full time
About the Role

We are seeking a highly skilled and compassionate Financial Coach to join our team at United Way Miami. As a Financial Coach, you will play a critical role in helping individuals and families achieve financial stability and security.

Key Responsibilities
  • Provide direct service, including training and one-on-one coaching, to help clients build financial capability and achieve their financial goals.
  • Conduct and coordinate intake and holistic assessments of individual and family clients to identify their financial needs and challenges.
  • Educate clients on the value of financial capability services and engage them in a longer-term coaching relationship to promote financial stability and success.
  • Assist clients in identifying and addressing current financial opportunities and challenges, providing a holistic perspective on overall financial stability to help clients move towards proactive financial management and long-term success.
  • Develop individualized financial stability plans in collaboration with clients, assisting with goal-setting, money management, savings, credit building, debt management, utilization of financial services and products, tax preparation, benefit screening, employment services, etc.
  • Identify and refer participants to other community resources and services, as needed, to achieve clients' financial goals.
  • Identify, cultivate, and maintain effective relationships with key providers of other community resources and services, coordinating efforts as needed to maximize client impact.
  • Review financial plans to identify needs/gaps and follow-up, monitor, and evaluate progress with clients.
  • Provide 'warm' referrals to community resources and services, following up with clients and/or community partners as appropriate.
  • Ensure client's physical and electronic files are accurate, up to date, and secure.
  • Track and compile outcomes of services provided; provide information and prepare reports regularly.
  • Learn new skills and techniques to promote high-quality services and impact.
  • Work with leadership to adapt coaching methods and tools to create more effective client and program outcomes.
  • Perform outreach and attend events to market services, recruit clients, and build relationships with partners.
  • 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.
Requirements
  • Bachelor's degree required with major coursework in business, management, social services, or related fields or equivalent.
  • Experience and demonstrated success in serving at-risk and/or low-to-moderate income populations.
  • Experienced and comfortable communicating one-on-one and with small groups of people on a variety of financial and miscellaneous topics.
  • Must be Bilingual (English/Spanish).
What We Offer
  • A competitive salary range of $46,690-$50,750 annually.
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off.
  • Opportunities for career growth and professional development.
  • A dynamic and supportive work environment.