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United Way Miami · 1 day ago

Financial Wellness Coach, CFS - Hybrid

Miami,FL,US

Full-time

Hybrid

Entry Level

$47K/yr - $51K/yr

1+ years exp

United Way Miami is dedicated to tackling complex community issues and promoting equitable access to quality education and financial security. They are seeking a Financial Wellness Coach to empower individuals and families in achieving financial independence through personalized coaching and workshops.

Non-profit Organization Management

Responsibilities

Provide personalized one-on-one coaching (in-person, virtual, or phone call) and training to help clients build financial capability, shift financial behaviors, and achieve financial goals

Conduct holistic assessments of individuals and families to better understand their financial situation and needs

Engage clients in long-term coaching relationships, educating them on financial principles and best practices

Collaborate with clients to create individualized financial stability plans, including goal-setting, budgeting, savings, credit building, debt management, and utilization of financial services

Follow up, monitor, and evaluate clients' progress, adjusting plans as needed for their continued success

Perform outreach and attend events to promote services, engage potential clients, and build relationships with partners

Deliver group workshops and seminars on various financial literacy topics within the community

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

Identify and refer participants to other community resources and services, as needed, to achieve long-term financial success

Identify, cultivate, and maintain effective relationships with key providers of other community resources and services, coordinating efforts as needed to maximize client impact

Maintain accurate and detailed records of client activities, success stories, outreach and engagement activities, and professional development trainings

Ensure all client and training data are captured in our systems and data workbooks

Ensure client’s physical and electronic files are accurate, up to date, and secure

Submit complete and timely weekly, monthly, and quarterly updates

Meet required quarterly and annual program deliverables

Collect and track information; manage databases; prepare division reports. Conduct research and special projects as needed

Track client service usage and outcomes, providing reports on service effectiveness and client satisfaction to improve service delivery

Provide programmatic input and feedback to improve service delivery, program effectiveness, and innovation

Collaborate with leadership to refine coaching methods and improve program effectiveness

Submit timely weekly, monthly, and quarterly reports to the leadership team

Qualification

Financial coachingClient engagementPersonal finance knowledgeAdvanced Microsoft OfficeCustomer service skillsBilingual (English/Spanish)Detail-orientedTeam collaboration