Prosperity Planner

Direct message the job poster from Goodwill Industries of Central Florida, Inc.

The Prosperity Platform empowers people to increase their economic security through planning, goal setting, and action-based coaching. Prosperity Planners work one to one with Prosperity Platform members. Every member is guided in setting short term and long-term goals. Members are given structured coaching in three core life areas: financial management, career planning, and educational planning. By setting meaningful goals and establishing action plans in these three key life domains, members take steps that create significant and ongoing improvements in their household’s economic outlook.

The Prosperity Platform provides people with common barrier to economic wellbeing with pivotal tools to achieve success.

As a Prosperity Planner you will be assigned Prosperity Platform Members. You will be responsible for coaching members individually on a regular basis in structured sessions. You will assist your assigned members in setting short-term and long-term life goals. You will coach, motivate, and guide members in completing action steps that contribute to goals and building a solid foundation in three key life domains: finance, career, and education.

All Prosperity Planners undergo rigorous training to deliver top-quality coaching within a defined framework of information and methods. Prosperity Planners are responsible for participating in and exceling at continuous learning and improvement practices.

You will utilize your Goodwill Prosperity Platform training and protocol knowledge to deliver the following core services to members:

• Goals
  
  Coaching:
  
  Collaborate actively with each member to guide them in identifying overarching life goals using proven tools and focusing on existing skills, interests, and personal assets.
• Financial Planning:
  Provide members with reliable tools to increase their understanding of household financial management and coach them to improve budgeting, savings, debt reduction, and credit repair.
• Career Planning:
  Guide members in assessing strengths and interests, and defining a viable career path including an appropriate career ladder.
• Educational Planning:
  Assist members in determining educational steps that complement their career preferences and provide checklists for enrollment and student success.
• Active Referral Network Engagement:
  Draw on partners within Goodwill’s Active Referral Network to connect members to additional resources and build new network partnerships.
• Goodwill Scholars:
  Provide application assistance and participant tracking activities for people enrolled in the Goodwill Scholars Program.

• Provide Members with structured one‑on‑one coaching sessions covering core areas of finance, career, and education while guiding progress toward each member’s unique overarching goals.
• Coaching will include in‑person meetings held at selected sites requiring some driving within a multi‑county radius.
• Provide Goodwill Scholars members with application assistance and educational advancement tracking.
• Maintain accurate and up‑to‑date digital Member files following standard documentation protocols and reporting using specified software.
• Oversee monthly progress and quarterly reporting of members’ Economic Mobility Continuum standing (administering quarterly surveys and monthly update tracking).
• Complete ongoing training and competency testing in required skill areas to ensure excellence in delivery of coaching in the domains of finance, career, and educational planning.
• Coordinate with Active Referral Network Partners to give members helpful referrals, receive Prosperity Platform referrals, complete weekly, monthly, and quarterly reporting with accuracy and timeliness, disseminate and collect feedback surveys, demonstrate professional demeanor, and promote cooperation and support.

• Maintain a working knowledge of and ensure compliance with CARF requirements and standards.
• Perform other duties as assigned.

• Strong knowledge of personal financial planning, financial literacy training, career planning, or educational planning.
• Skilled in effective motivational interviewing and coaching methods.
• Strong interpersonal skills and effective judgment for use in coaching members and coordinating with partners.
• Ability to adhere to the organization’s Core Principles.
• Ability and the means to travel independently from site‑to‑site within designated counties.
• Education and/or
  
  Experience:
  
  Associate’s degree or above in social science, finance, or related disciplines (or equivalent 2 years of work experience per college year).
• Certifications in related fields of financial planning, career counseling, or educational counseling are strongly encouraged.

• Medical insurance
• Vision insurance

Locations:
Orlando, FL;
Sanford, FL. Salary range: $45,000.00-$52,000.00.