Financial Wellness Coach, CFS-Hybrid

Description

Salary Range: $49,025-$50,996.14 annually 

Hybrid Schedule: 2 days from home and 3 days on-site 

Benefits (The Good Stuff)

• 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 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 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.

Principal Duties and Responsibilities:

The following outlines the primary duties and responsibilities of the role. The role is not limited to these functions and may change based on programmatic and organizational needs:

Direct Client Services

• 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. 

Outreach and Engagement

• 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.

Resource Referral and Management

• 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. 

Data and Reporting

• Maintain acc