Prosperity Planner

ABOUT GOODWILL INDUSTRIES OF CENTRAL FLORIDA

Goodwill Industries of Central Florida provides opportunities for every member in our community to develop their full potential. Since 1959, Goodwill Industries of Central Florida has been fulfilling its mission of “Building Lives That Work.”

We provide tools that help people find meaningful work and achieve their goals. Goodwill’s Mission Impact programs include job skills training, job placement, and supportive work opportunities for people with common barriers to employment. Since 2020, Goodwill Industries of Central Florida has also provided community members and employees access to the Prosperity Platform.

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 planning guidance 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.

POSITION SUMMARY

As a Prosperity Planner you will be assigned Prosperity Platform Members. You will be responsible for guiding 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: You will collaborate actively with each member to guide them in identifying their overarching life goals. The process of goal identification will utilize proven tools and focus on identifying the existing skills, interests, and “personal” assets of individuals as they determine their dreams and future goals. Members’ goals are the basis of individual Action Plans that Prosperity Planners are responsible for co-creating and documenting with every member.

Financial Planning: You will provide members with reliable tools to increase their understanding of household financial management and coach members to improve their financial management abilities in areas including but not limited to budgeting, savings, personal debt reduction, and credit score repair. work with members to guide them in setting and achieving goals by deploying proven tools and structured methods.

Career Planning: Working in full collaboration with each member, you will guide members to assess their strengths and interests as they determine the most applicable career paths. You will assist members in defining and documenting a viable career path, including the appropriate career ladder (or lattice).

Educational Planning: You will assist members in determining the applicable educational steps that complement their career preferences. You will help members document an educational plan and offer them guidance in the pursuit of educational milestones, including but not limited to providing checklists for enrollment activities and student success.

Active Referral Network Engagement: You will regularly draw on the work of partners within Goodwill’s Active Referral Network to connect members to additional resources that increase their ability to complete their goals and thrive. Prosperity Planners are expected to both utilize existing resource partnerships and build new network partnerships for the benefit of Prosperity Platform Members.

Goodwill Scholars: You will provide application assistance and participant tracking activities for people enrolled in the Goodwill Scholars Program.

ESSENTIAL FUNCTIONS/DUTIES

Provide Members with structured one-on-one planning sessions covering core areas of finance, career, and education while guiding progress toward each member’s unique overarching goals.

a. Member guidance 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 fiscal requirements 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 guidance and planning in the domains of finance, career, and educational planning.

Coordinate with Active Referral Network Partners to:

a. Give members helpful referrals to organizations in the service of members’ goals.

b. Receive Prosperity Platform referral from ARN partners

Complete weekly, monthly, and quarterly reporting as required with accuracy and timeliness.

Regularly disseminate and collect feedback surveys from assigned members. satisfaction surveys in a timely manner to be used to evaluate program effectiveness.

Demonstrate consistently professional demeanor in speech, actions and appearance, serving as a role model for members, colleagues, and community partners.

Promote an environment of cooperation and support where creativity and innovation are encouraged for members, colleagues, community partners, and stakeholders.

ADDITIONAL FUNCTIONS/DUTIES

1. Maintain a working knowledge of and ensure compliance with CARF requirements and standards.

2. Perform other duties as assigned.

QUALIFICATIONS/COMPETENCIES

The list below is representative of the knowledge, skill, and/or ability utilized while performing this job.

1. Strong knowledge of one or more of the following personal financial planning/ financial literacy training, career planning, educational planning.

2. Skilled in effective motivational interviewing and coaching methods.

3. Strong interpersonal skills and effective judgment for use in guiding members and coordinating with partners.

4. Ability to adhere to the organization’s Core Principles.

5. Ability and the means to travel independently from site-to-site within designated counties.

Education and/or Experience:

Applicants should possess AA degrees or above in social science, finance, or related disciplines. Applicants may substitute 2 years of work experience per year college degree (ex. Four years of related work experience is equivalent to an Associate’s degree).

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

Math Ability: Level 3: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Computer Skills: To perform this job successfully, an individual should have advanced knowledge of Microsoft suite including outlook, excel, and teams.

Supervisory Responsibilities: This position has no supervisory responsibilities.

SPECIAL CONDITIONS OF EMPLOYMENT

Certifications: Preference is given to candidates who have certifications in one or more of the following fields: - Certified Career Counselor or - Certified Financial Planner Languages: Preference is given to candidates fluent in one or more the following languages in addition to English:

• Creole
• Spanish

Physical and Environmental Requirements:

1. Regularly lift and /or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.

2. Vision abilities required by this job include: close, distance, color vision, and the ability to adjust focus.

3. The noise level in the work environment is usually moderate (examples: business office with computers and printers, light traffic).

Language Ability:

Level 4: Ability to read, analyze, and interpret business documents. Ability to write reports, business correspondence, and procedure manuals. Ability to present information and respond to questions from groups of managers, clients, customers, and public.

Reasoning Ability:

Level 5: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

License: Valid Florida Driver’s License with a clean driving record and current private auto insurance policy.

Job Type: Full-time

Pay: $64,081.57 - $66,736.40 per year

Benefits:

• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person