Current jobs related to Financial Empowerment Specialist - Miami - United Way Miami

  • Empowerment Career Specialist

    2 weeks ago

    Miami, Florida, United States Sovereign Lifestyles Full time

    About the RoleWe're seeking a skilled Empowerment Recruiter to join our team at Sovereign Lifestyles. As a key member of our leadership development organization, you'll play a vital role in empowering accomplished entrepreneurs and leaders to amplify their impact and legacy.Key Responsibilities:Collaborate with our dynamic team to identify and attract top...

  • Financial Leadership Specialist

    3 weeks ago

    Miami, Florida, United States SNI Financial Full time

    Job Title: Assistant Controller - Financial OperationsSNI Financial is seeking an experienced Assistant Controller to join our Finance team. As a key member of our team, you will provide financial leadership and subject matter expertise to ensure the accuracy and integrity of our financial reporting.Key Responsibilities:Ensure adherence to GAAP principles...

  • Financial Specialist

    2 months ago

    Miami, Florida, United States Florida Southern District Court Full time

    Financial Specialist Job Details **Job Overview** The Florida Southern District Court is seeking a skilled Financial Specialist to join its team. As a Financial Specialist, you will play a critical role in ensuring the financial, accounting, and budgetary activities of the court are conducted in accordance with Judiciary guidelines, policies, and internal...

  • Financial Specialist

    7 months ago

    Miami, United States Florida Southern District Court Full time

    Main content Job Details for Financial Specialist Court Name/Organization: Florida Southern District Court Overview of the Position: Financial Specialists perform work related to the financial, accounting, and budgetary activities of the court, ensuring compliance with appropriate Judiciary guidelines, policies, and internal controls. This is a...

  • Financial Specialist

    3 weeks ago

    Miami, Florida, United States Florida Southern District Court Full time

    Financial Specialists play a crucial role in the financial, accounting, and budgetary activities of the Florida Southern District Court. Their primary responsibility is to ensure compliance with Judiciary guidelines, policies, and internal controls. This position requires a generalist with the ability to perform work in both the budget and financial...

  • Financial Specialist

    2 weeks ago

    Miami, Florida, United States Florida Southern District Court Full time

    Job Details for Financial SpecialistCourt Name/Organization: Florida Southern District CourtOverview of the Position:Financial Specialists play a crucial role in ensuring the financial, accounting, and budgetary activities of the court are compliant with Judiciary guidelines and policies. This position requires a generalist with the ability to transition...

  • Financial Specialist

    3 weeks ago

    Miami, Florida, United States Florida Southern District Court Full time

    Job Details for Financial SpecialistCourt Name/Organization: Florida Southern District CourtOverview of the Position:Financial Specialists perform work related to the financial, accounting, and budgetary activities of the court, ensuring compliance with appropriate Judiciary guidelines, policies, and internal controls. This is a generalist position, and as...

  • Financial Specialist

    4 weeks ago

    Miami, United States U.S. Courts Full time

    Job SummaryWe are seeking a highly skilled Financial Specialist to join our team at the U.S. Courts. As a Financial Specialist, you will play a critical role in ensuring the financial, accounting, and budgetary activities of the court are conducted in accordance with Judiciary guidelines, policies, and internal controls.Key ResponsibilitiesPerform financial...

  • Financial Operations Specialist

    2 weeks ago

    Miami, United States Creative Financial Staffing Full time

    Senior Accountant Opportunity Overview:Creative Financial Staffing is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be responsible for handling month-end close duties, expense reconciliations, and assisting with accounts receivable and billing as needed.Key Responsibilities:Handle month-end close duties with...

  • Financial Record Specialist

    5 days ago

    Miami, United States PrideStaff Full time

    PrideStaff Financial is a dynamic company that values its clients and employees. We strive to provide exceptional service and support to help our clients achieve their goals. As a Financial Record Specialist, you will play a vital role in maintaining the financial health of our clients.We are seeking an experienced Financial Record Specialist to join our...

  • Financial Planning Specialist

    3 weeks ago

    Miami, United States Altfest Personal Wealth Management Full time

    Financial Planning SpecialistAltfest Personal Wealth Management, a leading independent wealth management firm, is seeking a highly skilled Financial Planning Specialist to join our advanced planning team. This role is designed to provide a challenging and rewarding career path within our financial planning team.Key Responsibilities:Support financial advisors...

  • Financial Planning Specialist

    2 weeks ago

    Miami, Florida, United States Del Monte Fresh Produce Company NA Inc Full time

    Job Title: Financial Planning SpecialistDel Monte Fresh Produce Company NA Inc is seeking a highly skilled Financial Planning Specialist to join our team.Job Summary:The Financial Planning Specialist will be responsible for assisting in business forecasting, budgeting, and performance monitoring by providing analysis and insight into decision-making in...

  • Financial Management Specialist

    2 weeks ago

    Miami, Florida, United States South Florida Recruiters Full time

    Financial Management SpecialistSouth Florida Recruiters is seeking a highly skilled Financial Management Specialist to join their growing accounting team. This position is based in their office 5 days a week and offers a range of benefits, including medical, dental, and vision insurance, 3 weeks of PTO, and a 401(k) with company...

  • Financial Administrative Assistant

    1 week ago

    Miami, Florida, United States PrideStaff Financial Full time

    PrideStaff Financial is seeking a skilled Bookkeeper to join their team. As a key member of the financial team, you will be responsible for computing, classifying, and recording numerical data to maintain accurate financial records. This will include calculating and processing checks, reviewing invoices for accuracy, and utilizing accounting software to...

  • Financial Specialist

    1 month ago

    Miami, United States U.S. Courts Full time

    Job SummaryFinancial Specialists perform critical work related to financial, accounting, and budgetary activities of the court, ensuring compliance with Judiciary guidelines, policies, and internal controls. This is a generalist position, and as needed, the incumbent may be assigned to projects and/or may transition between both the budget and financial...

  • Financial Planning Specialist

    4 weeks ago

    Miami, United States Altfest Personal Wealth Management Full time

    Financial Planning SpecialistAltfest Personal Wealth Management, a leading independent wealth management firm, is seeking a highly skilled Financial Planning Specialist to join our advanced planning team. This role is designed to provide a challenging and rewarding career path within our financial planning team.Key Responsibilities:Support financial advisors...

  • Financial Planning Specialist

    2 weeks ago

    miami, United States Altfest Personal Wealth Management Full time

    Altfest Personal Wealth Management: A Leader in Financial PlanningAltfest Personal Wealth Management is a renowned independent wealth management firm seeking a skilled Financial Planning Specialist to join our advanced planning team. As a key member of our team, you will play a vital role in helping Financial Advisors formulate and implement investment and...

  • Internal Audit Specialist

    2 weeks ago

    Miami, United States Creative Financial Staffing Full time

    **Internal Audit Specialist**At Creative Financial Staffing, we're seeking a highly skilled Internal Audit Specialist to join our team. As an Internal Audit Specialist, you will play a critical role in ensuring the accuracy and integrity of our financial operations.**Key Responsibilities:**Conduct thorough financial and operational audits to identify areas...

  • Licensed Life Insurance Agent

    2 months ago

    Miami, United States EA Financial Full time

    ABOUT THE JOB Our purpose is to empower people to achieve financial well-being. We achieve this by educating and assisting individuals, institutions, and business owners to take control of their finances and secure their future. In tandem, we are dedicated to mentoring and coaching future leaders in the industry to further our legacy of financial education...

  • Financial Specialist

    2 months ago

    Miami, Florida, United States Florida Southern District Court Full time

    About the Position:The Florida Southern District Court is seeking a highly skilled Financial Specialist to join our team. As a Financial Specialist, you will play a critical role in ensuring the financial, accounting, and budgetary activities of the court are conducted in accordance with Judiciary guidelines, policies, and internal controls.Key...

Financial Empowerment Specialist

2 months 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 job 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 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 Recess amounts may vary based on roles, schedules, and years of service.

Help us create a positive 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 Coach (Case Manager) to facilitate the financial coaching services of the United Way Center for Financial Stability and assist with integration into 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 written and spoken Spanish or Creole is highly desirable.

Key Responsibilities:

  • Deliver direct services, including training and personalized coaching, focused on enhancing financial capability, modifying 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 overall financial stability to promote proactive financial management and long-term success.
  • Collaborate with clients to develop tailored financial stability plans, assisting with goal-setting, budgeting, savings, credit enhancement, debt management, utilization of financial services and products, tax preparation, benefit screening, and employment services.
  • Identify and refer clients to additional community resources and services as necessary to achieve their financial goals.
  • Establish and maintain effective relationships with key providers of community resources and services, 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.
  • Ensure that clients' physical and electronic files are accurate, up-to-date, and secure.
  • Track and compile outcomes of services provided; prepare regular reports.
  • 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, the social service sector, and other key groups.
  • 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 response efforts as needed.

Equal Opportunity Employment: UWM is an equal opportunity employer and maintains a drug-free workplace; please visit our Career site homepage to view 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 with small groups on various financial and related topics.

Other Requirements: Must be bilingual (English/Spanish).

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

We encourage you to apply even if you don't meet every requirement. At United Way Miami, we value diversity and inclusion. If you are passionate about this role, you could be the ideal candidate or discover other exciting opportunities within our organization.

PI

PDN-9c7e644f ab-9825-9d5bddd96fb3
Remote working/work at home options are available for this role.