Financial Wellness Coach, CFS - Hybrid

United Way Miami•Miami, FL

4d•Hybrid

About The Position

Help us make a difference in our community. United, we are tackling complex issues and turning contributions into real change. We fight for equitable access to quality education, financial security, and the health of everyone in our community. Join our team and join us in the fight for a stronger Miami! Are you seeking a rewarding career that will not only make a positive impact on others but also enrich your own life? Do you have a passion for empowering individuals to achieve financial independence and stability? United Way Miami has the perfect opportunity for you! We are currently seeking a Financial Wellness Coach at the United Way Miami Center for Financial Stability. As a Financial Wellness Coach , you will play a vital role in advancing our mission to support families in building and maintaining financial stability. You will guide and inspire clients on their journey toward economic well-being, providing them with the tools, knowledge, and resources necessary to overcome financial obstacles. Through personalized one-on-one coaching, group workshops, and access to valuable resources, you will empower individuals to create lasting financial change for themselves and their families. Join our dynamic team and be a catalyst for a prosperous and secure future for those you serve! UWM is an equal opportunity employer and a drug-free workplace. Please visit our Career site homepage to view our EEO statement and Drug-Free policy.

Requirements

Associate degree preferred or equivalent experience.
Some knowledge of personal finance (a plus, not required – necessary training provided for the role).
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.

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.
Understand United Way and effectively interact with other areas internally to maximize and leverage opportunities.
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.