Basic Information

Job Category: Finance

Location: Miami, Florida, United States

Date published: 22-Feb-2022

Job type: Full Time

Description and Requirements

About the role

Financial Coach


An ADP client, United Way or Miami-Dade is actively seeking for three (3) Financial Coaches (Financial Stability) to join their team in their location at 3250 SW 3rd Ave, Miami, FL 33129.


Team: Impact

Reports to: Senior Manager, United Way Center for Financial Stability

FLSA: Exempt

Work Environment Benefits: Flexible 4 days in office, 1 day remote (over the first 90 days, then may be adjusted to 2 days remote)


Expectation for all Employees:

Support the mission, vision, and values of United Way Miami (UWM). When appropriate, participate in various after hours and weekend activities that benefit UWM and the community. Due to the leadership role UWM is called upon to play in the community, particularly during times of crisis, it is the expectation that all UWM staff will be fully engaged in the organization’s crisis planning and response efforts.


Position Summary:

To provide the financial coaching function of the United Way Center for Financial Stability and assist with the integration into other United Way and community initiatives.


Principal Duties and Responsibilities:

  • Provide direct service including conducting trainings and one-on-one coaching, aimed at helping others build financial capability, change financial behavior, and achieve financial goals.
  • Conduct and coordinate 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 as appropriate
  • 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 client and/or community partner 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 on a regular basis
  • 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
  • Performs other duties and assumes other responsibilities as assigned by supervisor
  • 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, 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
  • Due to 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.


  • Internal – Communicate with all levels of the organization to exchange information, collect information, coordinate projects, and solve problems.
  • External – Communicate with volunteers, public, public/government agencies, and UW agencies to exchange information, collect information, solve problems, and cultivate relationships.

Qualifications/Skills and Knowledge Requirements:

  • Bachelor’s degree required with major course work in business, management, social services, or related fields.
  • Previous Non-profit experience highly desired.
  • 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
  • Intermediate Outlook, Internet Explorer, Word, Excel, and PowerPoint.
  • Must be detail-oriented and able to multi-task in a fast-paced environment.
  • Strong customer service skills required. 
  • Ability to function in a team environment.
  • Proficiency in written and spoken English necessary.
  • Creole and Spanish speaking ability is desired.

Core Competency Requirements:

  • EXCELS AT CUSTOMER SERVICE Serves (treats) all customers (internal and external) with utmost respect and responsiveness to deepen relationships and advance UWMD’s mission.
  • DRIVES FOR RESULTS – Has a passion for innovation and risk-taking, meets and exceeds qualitative and quantitative goals in a thoughtful and time-driven manner.
  • COMMITS TO THE ORGANIZATION Has the responsibility for aligning one’s own behavior, leadership and commitment with the needs, priorities, goals and culture of UWMD.
  • EMBRACES DIVERSITY AND INCLUSION – Creates an atmosphere that respects and embraces engagement of all people, ideas and backgrounds and aligns with United Way’s values.    
  • SEIZES LEARNINGAble and willing to learn new skills and knowledge and accept new challenges to further United Way’s mission.
  • MANAGES MULTIPLE PROJECTS AND TASKS – Effectively manages time and resources to respond to emerging needs while continuing to deliver on organizational goals, objectives, and timelines, and seeks help when needed in juggling priorities.
  • PERSONIFIES TEAMWORK – Demonstrates good collaboration and communication to be effective in any team setting.

What We Offer:

  • Benefits: Medical, Dental, Vision, Life
  • 401K
  • Excellent growth and development opportunities

Working Conditions:

Operates in a professional office environment; visual acuity and manual dexterity required to operate computer and office equipment. Ability to reach, grasp objects, lift and carry objects weighing up to 20 pounds. Occasional stooping, bending, standing, and walking. Frequent travel to other locations. May be required to work additional time and weekends for special projects, deadlines and/or events.


Financial Coach