Career and Financial Coach

Position: Career and Financial Coach (41347)
Summary

The Prosperity Planner delivers structured coaching and case management services that help individuals improve

economic stability and advance toward sustainable employment and long-term self-sufficiency. Through individualized

planning, performance tracking, and coordinated access to community resources, this role drives measurable progress

in financial capability, career readiness, and educational attainment. The position contributes directly to Mission Impact

outcomes by managing an active participant caseload, ensuring consistent program delivery, and supporting data-driven

evaluation of participant success.

Key Responsibilities Time

Member Coaching and Goal Advancement 35%

• Manage an active caseload of program participants, maintaining consistent engagement through

scheduled coaching sessions

• Facilitate development of individualized action plans aligned to participant goals and program frameworks

• Monitor progress toward milestones and adjust coaching strategies to support sustained participation

• Reinforce accountability through structured follow-up and outcome-focused guidance

Financial, Career, and Education Planning 25%

• Provide practical coaching related to budgeting, savings strategies, credit improvement, and financial

decision-making

• Guide participants in identifying viable career pathways and advancement opportunities

• Support planning for education, credential attainment, or skills development aligned with employment

goals

• Connect participants to tools and services that support long-term economic mobility

Community Partnership and Resource Coordination 15%

• Develop and maintain relationships with internal programs and external community partners

• Coordinate referrals that address employment, training, financial, or social service needs

• Support participant access to scholarship or workforce initiatives that strengthen career outcomes

• Identify opportunities to expand community resource networks that enhance program effectiveness

• Facilitate workshops with community partners to support participant development in financial capability,

career readiness, and education planning.

Program Documentation and Performance Metrics 15%

• Maintain accurate and timely participant records in designated case management systems

• Track caseload performance using defined program indicators such as engagement frequency, goal

attainment, retention, and completion outcomes

• Prepare required weekly, monthly, and quarterly performance reports

• Contribute to program evaluation activities by gathering participant feedback and supporting continuous

improvement efforts

Professional Development and Program Standards 10%

• Participate in ongoing training and demonstrate proficiency in program coaching methodologies

• Maintain working knowledge of accreditation requirements and organizational policies

• Model professionalism and contribute to a collaborative, mission-driven work environment

* Percentages reflect typical allocation of time and may shift based on business needs.

Scope Factors
- Revenue, Assets, Budget, Profit/Loss, Supervisory

• Caseload Complexity:
Manages multiple participants simultaneously, balancing varying levels of readiness, barriers

to employment, and service needs.

• Performance Accountability:
Success measured through participant engagement levels, documented progress

toward economic mobility milestones, program completion rates, and data accuracy.

• Consultation:
Partners with program leadership, workforce development staff, community agencies, and training

providers.

• Impact:
Direct influence on participant employment readiness, financial stability outcomes, and overall Mission

Impact program effectiveness.

Qualifications - Education & Experience

• Associate degree in social services, workforce development, counseling, finance, or related field required.

Bachelor's degree is preferred.

• Relevant experience in coaching, case management, workforce programs, or financial capability may substitute for

formal education.

• 3 years of experience supporting individuals facing employment or economic barriers preferred.

Qualifications - Other Skills, Abilities & Knowledge

• Ability to coach, motivate, and guide…