Financial Coach

5 days ago


Miami, Florida, United States United Way Miami Full time
Job Summary

We are seeking a highly skilled 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 personalized financial coaching and guidance to clients, helping them set and achieve financial goals.
  • Conduct comprehensive financial assessments and develop tailored plans to address clients' financial challenges.
  • Collaborate with clients to identify and access community resources and services that support financial stability.
  • Develop and maintain relationships with key community partners and stakeholders to ensure seamless service delivery.
  • Track and analyze client outcomes, providing insights to inform program development and improvement.
  • Stay up-to-date on industry trends and best practices in financial coaching and counseling.
Requirements
  • Bachelor's degree in a related field, such as business, finance, or social work.
  • Experience working with at-risk and low-to-moderate income populations.
  • Strong communication and interpersonal skills, with the ability to work effectively with diverse client populations.
  • Bilingual (English/Spanish) proficiency preferred.
What We Offer
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.


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