Career and Financial Advisor
The Prosperity Planner will support people to achieve their own goals and reach financial independence by helping individuals increase income, save, and build long-term assets. This position will empower individuals to visualize and work towards the goals they would like to accomplish. Whether someone wants to go to school, own a house, get a job-or a better job - the Prosperity Planner will help navigate people to the resources it takes to increase earnings, reduce financial costs and generate new wealth for themselves and their families. The Prosperity Planner acts a coach, guide, navigator, and partner as people work towards defining their future and reaching success.
- Provide one-on-one coaching and help participants (Members) make and achieve their own goals. Provide encouragement and support to help Members navigate set-backs and motivate them to continue to move towards their goals.
- Assist Members identify goals with the creation of action steps, timelines, and identifying the resources that are needed for Members to achieve their goals.
- Conduct assessment of Members financial situation using prescribed assessment and measurement tools.
- Assist Members to develop a financial wellness plan that will help people budget, build credit, reduce debt, utilize financial products, and build assets.
- Develop career maps with Members to increase income and improve their position in the labor market. Connect Members to employers and opportunities that provide career advancement.
- Engage and recruit Members ready to work on long-term goals from Goodwill employees, and in assigned local communities.
- Conduct outreach and build working relationships with Goodwill retail store managers and supervisors to build bridges of opportunity for employees to engage with the Prosperity Platform.
- Create, facilitate, and teach financial education workshops to help Members understand banking, budgeting, credit and other money management topics. Partner with financial institution to teach and support workshops.
- Identify and develop active referral partnerships with community organizations (Active Referral Network) that help Members achieve their financial and career goals. This includes developing relationships with financial institutions, local businesses, education and training providers, basic need and income-support services, and housing organizations.
- Responsible for marketing initiatives including marketing materials, promoting events and social media outreach efforts
- Researches and stays up-to-date on current personal financial coaching, career and employment trends and best practices in order to identify and create innovative programming and resources.
- Refer Members to partners in the Active Referral Network that would be a good fit for supporting their goals based on their situation.
- Maintain files and database for all Member activity.
- Maintain confidentiality and ethical practices in interactions with Members and partners.
- Collect, track, enter and report Member activity and outcome -data on a weekly, monthly, and quarterly basis.
The list below is representative of the knowledge, skill, and/or ability utilized while performing this job.
- Ability to build long-term, trusting relationships with participants. Demonstrate compassion, non-judgment and understanding for the challenges that low-income adults face.
- Ability to foster, leverage and build community partnerships.
- Experience with self-sufficiency, vocational goals, financial planning or related counseling practices.
- Demonstrated knowledge of promoting economic mobility for low income adults.
- Ability to facilitate groups and teach classes of adult learners.
- Experience in or knowledge of best financial practices including money management, asset development, banking systems and income supports preferred.
- Understands and appreciates the culture and values of local residents. Is able to interact effectively with people of different cultures, helps to ensure the needs of all community members are addressed; and uses culture and context to support their work.
Bilingual (English /Spanish or English /Creole) preferred
Education and/or Experience:
- Bachelor’s degree (B.A.) in human services, finance, economics, education, social work, business, or related field.
- At least 2 years’ experience in advising or coaching on financial or career matters; or equivalent combination of relevant education and experience.
- Background in financial coaching, banking, asset development and/or related economic development field preferred.
Level 1: Ability to add and subtract two digit numbers and to multiply and divide with 10's and 100's. Ability to perform these operations using units of American money and weight measurement, volume, and distance.
- Proficiency in computer applications, including Microsoft Outlook and MS Office (Word, PowerPoint, Excel), social media platforms, and video communications/conferencing platforms such as Zoom and MS Teams.
This position has no supervisory responsibilities.
No Purchasing Authority
SPECIAL CONDITIONS OF EMPLOYMENT
(e.g. physical or environmental requirements, irregular work schedule, required license or certification, background check)
Physical and Environmental Requirements:
- Must be able to lift up to 25 pounds
- Must be able to adapt to long periods of mobility and standing
- Capable of hearing/seeing alarms and safety devices.
Level 2: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations.
Level 1: Ability to apply common sense understanding to carry out simple one- or two-step instructions. Ability to deal with standardized situations with only occasional or no variables.
License and Certifications:
Valid Florida Driver’s License with a clean driving record and current private auto insurance policy.