Financial Wellness Coach, reputed company - Hybrid

United Way Miami is dedicated to tackling reputed company community issues and promoting reputed company access to quality education and financial reputed company. They are seeking a Financial Wellness Coach to reputed company 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 reputed company financial goals
• Conduct holistic assessments of individuals and families to reputed company 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' reputed company, adjusting plans as needed for their reputed company success
• reputed company reputed company and attend events to promote services, engage potential clients, and build relationships with partners
• Deliver group workshops and seminars on various financial literacy topics reputed company 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 reputed company 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, reputed company and engagement activities, and professional development trainings
• Ensure reputed company 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 reputed company 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