Financial Coach (Case Manager)-Hybrid

Job Description

Job Description

Description :

Salary Range : $46,690-$50,000 annually

Hybrid schedule : 2 days work from home and 3 on-site

Benefits (The Good Stuff)

• Exempt (Salary) : 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
• Vacation and Recess amounts may vary based on roles, schedules, and years of service.

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 health for everyone in our community. Join our team and join us in the fight for a stronger Miami!

United Way Miami is hiring a Financial Coach (Case Manager) to join our team and provide the financial coaching function of the United Way Center for Financial Stability and assist with integrating into other United Way and community initiatives.

The ideal candidate must be detail-oriented and able to multi-task in a fast-paced environment. Strong customer service skills and ability to function in a team environment.

Experienced and comfortable communicating one-on-one and with small groups on various financial and miscellaneous topics.

Proficiency in written and spoken Spanish or Creole is strongly desired.

Principal Duties and Responsibilities :

• Provide direct service, including training and one-on-one coaching, aimed at helping others build financial capability, change financial behavior, and achieve financial goals.
• Conducted and coordinated intake and holistic assessments of individual and family clients.
• Educate clients on the value of financial capability services and engage clients in a longer-term coaching relationship.
• Assist clients in identifying and addressing current financial opportunities and challenges while providing a holistic perspective on overall financial stability to help clients move towards proactive financial management and long-term success.
• Develop individualized financial stability plans in collaboration with clients, assisting with goal-setting, money management, savings, credit building, debt management, utilization of financial services and products, tax preparation, benefit screening, employment services, etc.
• Identify and refer participants to other community resources and services, as needed, to achieve clients’ financial goals.
• Identify, cultivate, and maintain effective relationships with key providers of other community resources and services, coordinating efforts as needed to maximize client impact.
• Review financial plans to identify needs / gaps
• Follow-up, monitor, and evaluate progress with clients
• Provide warm referrals to community resources and services, following up with clients and / or community partners as appropriate
• Ensure client’s physical and electronic files are accurate, up to date, and secure
• Track and compile outcomes of services provided; provide information and prepare reports regularly
• Learn new skills and techniques to promote high-quality services and impact
• Work with leadership to adapt coaching methods and tools to create more effective client and program outcomes
• Perform outreach and attend events to market services, recruit clients, and build relationships with partners
• 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.
• Due to the leadership role United Way is called upon to play in the community, particularly in times of crisis, it is the expectation that all United Way staff will be fully engaged in the organization’s crisis plan and response efforts.

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 :

Education Requirements : Bachelor’s degree required with major coursework in business, management, social services, or related fields or equivalent.

Experience Requirements : Experience and demonstrated success in serving at-risk and / or low-to-moderate income populations.

Experienced and comfortable communicating one-on-one and with small groups of people on a variety of financial and miscellaneous topics.

Other Requirements : Must be Bilingual (English / Spanish)

Career growth : We encourage you to grow by providing formal and informal development programs, coaching, and on-the-job challenges.

We want you to ask questions, take chances, and explore the possible.

Apply with confidence! Research indicates that individuals, especially people of color and women, may hesitate if they don't meet every requirement.

At United Way Miami, we embrace diversity and inclusion. If you're enthusiastic about a role, apply, even if your experience or education isn't an exact match.

You could be the perfect fit for this position or discover other exciting opportunities within our organization. Please note that while some roles may have specific requirements for funding eligibility, we STILL encourage you to explore our job opportunities.