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Financial Advisor

2 months ago

Miami, United States United Way Miami Full time
Job Summary

United Way Miami is seeking a highly skilled Financial Coach (Case Manager) to join our team and provide financial coaching services to individuals and families in need. The ideal candidate will have a strong background in financial services, excellent communication skills, and the ability to work effectively with diverse populations.

Key Responsibilities
  • Provide direct financial coaching services to clients, including one-on-one coaching and group training sessions.
  • Conduct holistic assessments of clients' financial situations and develop individualized financial stability plans.
  • Assist clients in identifying and addressing financial challenges, and provide guidance on budgeting, saving, and debt management.
  • Develop and maintain relationships with community resources and services to ensure clients receive comprehensive support.
  • Track and compile outcomes of services provided, and prepare regular reports to stakeholders.
  • Participate in outreach and marketing efforts to promote United Way's financial stability services to the community.
Requirements
  • Bachelor's degree in business, management, social services, or a related field.
  • Experience working with at-risk and low-to-moderate income populations.
  • Strong communication and interpersonal skills.
  • Ability to work effectively in a team environment.
  • Bilingual (English/Spanish) preferred.
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 professional development and career growth.