Financial Guidance Specialist

2 weeks ago

Miami, United States United Way Miami Full time

Job Type:
Full-time

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

Work Schedule: Hybrid model with 2 days remote and 3 days on-site

Benefits:

  • 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
  • Short-Term Disability: Provided at no cost
  • Life Insurance & AD&D: 2X annual salary at no cost
  • Employee Assistance Program
  • Retirement Plan: Up to 6% employer contribution
  • Professional Development Opportunities
  • Discounted On-Site Early Childhood Care
  • Tuition Assistance for Early Education Degree
  • Free Monthly Transit Card

*Vacation and leave amounts may vary based on roles, schedules, and years of service.

Join us in making a significant impact in our community. Together, we are addressing complex challenges and transforming contributions into meaningful change. We advocate for equitable access to quality education, financial stability, and health for all community members. Become part of our team and contribute to a stronger Miami.

United Way Miami is seeking a Financial Guidance Specialist (Case Manager) to join our team. This role involves providing financial coaching as part of the United Way Center for Financial Stability and integrating with other United Way and community initiatives. The ideal candidate should be detail-oriented, capable of multitasking in a dynamic environment, and possess strong customer service skills. Experience in one-on-one and small group communication on various financial topics is essential. Proficiency in written and spoken Spanish or Creole is highly desired.

Key Responsibilities:

  • Deliver direct services, including training and personalized coaching, to help individuals enhance their financial skills, modify financial behaviors, and reach their financial objectives.
  • Conduct comprehensive intake and assessments for individual and family clients.
  • Educate clients on the importance of financial capability services and foster long-term coaching relationships.
  • Assist clients in recognizing and addressing current financial opportunities and challenges, 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, money management, savings, credit building, debt management, and more.
  • Identify and refer clients to additional community resources and services as necessary to achieve their financial goals.
  • Build 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, ensuring appropriate follow-up.
  • Maintain accurate and secure physical and electronic client files.
  • Track and compile service outcomes, preparing regular reports.
  • Continuously learn new skills and techniques to enhance service quality and impact.
  • Collaborate with leadership to adapt coaching methods for improved client and program outcomes.
  • Engage in outreach and attend events to promote services, recruit clients, and establish partnerships.
  • Advocate for the United Way Center for Financial Stability within the Miami-Dade community and among local businesses and social service organizations.
  • Represent United Way at community meetings, conferences, and committees, participating in special events to support fundraising efforts.
  • All United Way staff are expected to actively engage in the organization's crisis response efforts as needed.

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

Education Requirements: Bachelor's degree in business, management, social services, or related fields, or equivalent experience.

Experience Requirements: Proven success in serving at-risk and/or low-to-moderate income populations, with comfort in one-on-one and small group communication on financial topics.

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

Career Growth: We support your professional development through formal and informal programs, coaching, and on-the-job challenges. We encourage you to ask questions, take risks, and explore possibilities.

Salary Description: $46,690 - $50,750 annually.

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