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Financial Employment Planner - Milwaukee, Wisconsin

Maximus Services, LLC
Milwaukee, WI Full Time
POSTED ON 1/30/2025
AVAILABLE BEFORE 3/29/2025
Description & Requirements

Maximus is hiring a Financial Employment Planner for the WI Works Project! In this role, you will assist participants in accessing financial and employment services, helping them navigate the Wisconsin Works program to achieve self-sufficiency through work and support services. If you're dedicated to helping others succeed, this is the opportunity for you!

This role begins as a contingent agent position, with the potential to transition into a regular full-time role at Maximus, typically after 90 days of successful employment.

Passing an assessment is a prerequisite for this position.

Why Maximus?
- Competitive Compensation - Bonuses based on performance included!
- ️ Comprehensive Insurance Coverage - Choose from various plans, including Medical, Dental, Vision, Prescription, and partially funded HSA. Additionally, enjoy Life insurance benefits and discounts on Auto, Home, Renter's, and Pet insurance.
- Future Planning - Prepare for retirement with our 401K Retirement Savings plan and Company Matching.
- ️ Paid Time Off Package - Enjoy PTO, Holidays, and sick leave, along with Short and Long Ter m Disability coverage.
- Holistic Wellness Support - Access resources for physical, emotional, and financial wellness through our Employee Assistance Program (EAP).
- Recognitio n Platform - Acknowledge and appreciate outstanding employee contributions.
- D iversit y, Equity, and Inclusion Initiatives - Join a workplace committed to fostering diversity and inclusion.
- Tu itio n Reimbursement - Invest in your ongoing education and development. - Emp loye e Perks and Discounts - Additional benefits and discounts exclusively for employees.
- Maximus Wellness Program and Resources - Access a range of wellness programs and resources tailored to your needs.
- Prof e ssiona l Development Opportunities - Participat e in training programs, workshops, and conferences.

Essential Duties and Responsibilities:

  • Cultivate and nurture professional relationships with customers, continuously monitoring their engagement and progress within the program.
  • Regularly collaborate with customers to set and accomplish program goals, ensuring ongoing eligibility and program service maintenance.
  • Demonstrate extensive program knowledge, guiding customers through various stages of the application process, from enrollment to benefit and service allocation.
  • Assist customers in accessing essential services aligned with program objectives, including educational or vocational training, medical care, childcare, transportation, mental health resources, legal assistance, and other pertinent needs.
  • Conduct follow-ups with customers to address needs, resolve concerns, and ensure their requirements are met satisfactorily.
  • Collaborate with team members to provide expertise and support in resolving participant issues effectively.
  • Maintain accurate and timely case documentation for all customer interactions, ensuring comprehensive records of activities.
  • Share updates regarding outreach and engagement initiatives with project staff, facilitating effective communication.
  • Identify and communicate barriers hindering customer engagement with the Provider, informing project staff promptly.
  • Perform additional duties as directed by leadership to support program objectives.

Minimum Requirements

  • High school diploma or GED required and 0-2 years of relevant professional experience required, or equivalent combination of education and experience.

EEO Statement

Active military service members, their spouses, and veteran candidates often embody the core competencies Maximus deems essential, and bring a resiliency and dependability that greatly enhances our workforce. We recognize your unique skills and experiences, and want to provide you with a career path that allows you to continue making a difference for our country. We're proud of our connections to organizations dedicated to serving veterans and their families. If you are transitioning from military to civilian life, have prior service, are a retired veteran or a member of the National Guard or Reserves, or a spouse of an active military service member, we have challenging and rewarding career opportunities available for you. A committed and diverse workforce is our most important resource. Maximus is an Affirmative Action/Equal Opportunity Employer. Maximus provides equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status or disabled status.

Pay Transparency

Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.

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