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.
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
Skills
- Associate degree preferred or equivalent experience
- One to three years' work experience in an office environment
- 1:1 client engagement/case management experience welcomed
- Advanced Outlook
- Advanced Microsoft Office suite
- Knowledge of modern web browsers
- Must be detail-oriented and able to multitask in a fast-paced environment
- Strong customer service skills required
- Ability to function in a team environment
- Proficiency in written and spoken English is necessary
- Spanish speaking ability is required
- Some knowledge of personal finance (a plus, not required – necessary training provided for the role)
Benefits
- 3 WKS+ Vacation Paid*
- 12 Paid Holidays
- 12 PTO Paid Days
- Competitive Health Benefits Package
- Wellness Program Reimbursements up to $50/month
- Short Term Disability at NO COST
- Life Insurance & AD&D 2X Annual Salary at NO COST
- Employee Assistance Program
- Retirement Plan UP TO 6% Employer Funding
- Professional Development Opportunities
- Discounted On-Site Early Childhood Care
- Tuition Assistance for Early Education Degree
- Free Monthly Transit Card
Company Overview
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