Career and Financial Planner (39396)

Job Details

Level: ExperiencedJob Location: S Orange Blossom Trail Headquarters - Orlando, FL 32803Position Type: Full TimeEducation Level: 4 Year DegreeTravel Percentage: Road Warrior

The Career and Financial Planner provides individualized financial coaching and career-aligned guidance to individuals and families. This role blends one-on-one coaching, financial education, community partnership development, and program accountability to support participants in achieving financial stability using the Prosperity Planning Model.

Key Responsibilities

Financial Coaching & Education

• Provide one-on-one financial coaching and case management to participants, covering topics such as budgeting, credit, debt reduction, savings, and long-term financial planning.

• Facilitate financial wellness workshops and group education sessions, ensuring content is accessible, practical, and participant-centered.

• Maintain and deliver an up-to-date curriculum aligned with the Prosperity Planning Model and community needs.

Community Outreach & Partnerships

• Build and maintain collaborative relationships with community partners, referral sources, and internal stakeholders to support participant engagement and program visibility.

• Support outreach and marketing efforts to ensure a consistent pipeline of appropriate program participants.

• Maintain awareness of local economic conditions and community resources to enhance participant referrals and outcomes.

Support for Vulnerable Populations

• Demonstrate professionalism, empathy, and sound judgment when supporting participants through financial crises or barriers to employment.

Data Tracking & Program Accountability

• Track participant progress, outcomes, and engagement using client information systems and required reporting tools.

• Ensure accurate, timely documentation to meet program, grant, and compliance requirements, including outcome measurement and satisfaction surveys.

• Prepare routine reports related to activities, outcomes, and program performance.

Compliance & Program Operations

• Ensure adherence to grant requirements, fiscal standards, and applicable CARF and organizational guidelines.

• Maintain confidentiality and data integrity across all program documentation.

• Support program operations by ensuring materials, supplies, and reporting deadlines are met.

Qualifications

Qualifications & Competencies

• Demonstrated experience providing one-on-one financial coaching or financial education to adults.

• Experience facilitating financial wellness workshops or group learning sessions.

• Strong interpersonal skills with the ability to build trust and rapport with individuals facing financial hardship.

• Experience working with community partners, referral networks, or outreach initiatives.

• Ability to track participant outcomes and manage data for program or grant reporting purposes.

• Knowledge of personal finance, public assistance programs, and community resources.

• Effective teaching, presentation, and communication skills.

• Strong organizational skills and the ability to meet deadlines in a fast-paced, mission-driven environment.

• Ability to travel independently between community sites as needed.

Education & Relevant Experience

• AA degree or above in social science, finance, or related disciplines, or a minimum of two (2) years of experience providing adult instruction, financial coaching, or financial education.

• Experience in banking, financial services, nonprofit programming, sales, or community-based outreach is preferred.

• Applicants with certifications in related fields of financial planning, career counseling, or educational counseling are strongly encouraged to apply.