Career and Financial Coach

Summary The Prosperity Planner delivers structured coaching and case management services that help individuals improveeconomic stability and advance toward sustainable employment and long-term self-sufficiency. Through individualizedplanning, 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 Impactoutcomes by managing an active participant caseload, ensuring consistent program delivery, and supporting data-drivenevaluation of participant success.

Key Responsibilities Time Member Coaching and Goal Advancement 35%
Manage an active caseload of program participants, maintaining consistent engagement throughscheduled 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 employmentgoals

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, goalattainment, 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 trainingproviders.

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

Qualifications – Other Skills, Abilities & Knowledge Ability to coach, motivate, and guide individuals toward defined goals

Practical knowledge of…