Level Experienced Job Location S Orange Blossom Trail Headquarters - Orlando, FL 32803 Position Type Full Time Education Level 4 Year Degree Travel 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 & 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.
For more than 60 years, Goodwill Industries of Central Florida has provided vocational and job placement services to tens of thousands of people living in Central Florida. Through 31 retail/outlet stores and 16 Donation Xpress locations in Orange, Seminole, Osceola, Brevard, Lake and Volusia counties, Goodwill diverted more than 20 million pounds of clothing and household items from landfills in 2022.
Goodwill Industries of Central Florida directly channels more than 90 percent of its annual revenue into programs that enable individuals to secure meaningful employment, achieve their personal goals and thrive economically.
In 2022, more than 20 million pounds of textile waste and other non-compostable items were diverted from local landfills across our six-county region.
OUR ACCOLADES:
- Goodwill Scholars is a new employee benefit unique to Goodwill Industries of Central Florida. Part-time and full-time employees are able to pursue higher education via a Florida-state public university, college, or accredited technical college and trade school without the financial burden of upfront costs of tuition, books, and other fees. Employees are able to take advantage of this education benefit after 90 days of continuous employment.
- Prosperity Planning is a benefit accessible to all employees at Goodwill Industries of Central Florida. This initiative matches employees with a dedicated Prosperity Planner for one-on-one, confidential career and financial planning.
- 403(b) company match up to 4%, vested fully after one year of employment.
- More than 20 million pounds of textile and material waste diverted from local landfills in Brevard, Lake, Orange, Osceola, Seminole, and Volusia counties.
