Provides individualized financial well‑being coaching and support to Orlando Health team members through the Financial Well‑Being:
Pathways Program. Delivers confidential one‑on‑one coaching, crisis‑based financial support, educational programming, and resource
navigation to help team members reduce financial stress, build financial resilience, and achieve personal financial goals. Actively
participates in well‑being response efforts during critical incidents and collaborates with internal and external partners to ensure timely
access to resources.
Essential Functions
• Provide individualized, one-on-one financial coaching sessions to team members, addressing topics such as budgeting, debt
management, savings strategies, credit building, retirement planning, benefits utilization, and short- and long-term financial goal
setting.
• Conduct comprehensive financial assessments to evaluate team members' current financial situations, identify barriers, and develop
personalized action plans with measurable goals and milestones.
• Assist team members in understanding and maximizing their organizational benefits, including health insurance, retirement
contributions, flexible spending accounts, and other available programs.
• Conducts crisis‑focused financial coaching sessions for team members experiencing financial hardship, connecting them to available
assistance, incentives, and support resources, including the Team Member Support Fund.
• Actively supports organizational response during critical incidents by offering financial coaching, stabilization planning, and resource
navigation for impacted team members.
• Facilitates or supports financial‑well‑being debriefings and other response activities during critical incidents, based on identified
need, individual capability, and appropriate training.
• Facilitates and co‑delivers financial well‑being master classes, workshops, and group education sessions on common financial topics.
• Assists team members in accessing internal financial programs, savings incentives, and community‑based resources.
• Maintains accurate documentation, scheduling, and outcome tracking for coaching sessions in accordance with confidentiality and
program standards.
• Collaborates closely with the Pathways Program Manager and other Pathways Coaches to ensure consistent, high‑quality service
delivery.
• Participates in ongoing training, certification, and skill development related to financial coaching and well‑being best practices.
• Connect team members to relevant internal resources (HR, Benefits, Well-Being, etc.) and external community resources (nonprofit
agencies, government assistance programs, credit counseling services) based on individual needs
• Works collaboratively across departments and interdepartmentally to enhance well‑being initiatives and support integrated team
member care.
• Participate in community outreach events and organizational activities to promote awareness of financial well-being program
services and resources available to team members.
• Collect and document participant success stories, testimonials, and program outcome data to support program reporting,
deliverables, and continuous improvement efforts.
• Participates in ongoing training, certification, and skill development related to financial coaching and well‑being best practices.
• Follow all applicable confidentiality regulations, including HIPAA, FIPA, PHI, and PII requirements, in all interactions and
documentation practices.
• Adhere to all organizational policies and procedures, including those related to professional conduct, financial management
standards, and program compliance.
• Contribute to overall organizational success by performing other duties and responsibilities as assigned.
Other Related Functions
• Assist with the administration and day-to-day operations of the Team Member Pantry, including intake support and resource
distribution as needed.
• Support program administrative tasks such as data entry, scheduling, participant communications, and preparation of program
materials.
• Assist in the development and updating of financial education curriculum, resource guides, and coaching tools.
• Represent the program at internal and external meetings, health fairs, and informational events as requested.
Education/Training
• Associate’s degree required.
• Two (2) years of relevant experience (in addition to the requirements listed in the Experience section) may be substituted for
the associate’s degree.
Licensure/Certification
• Financial coaching certification or related credential preferred.
• Certified Financial Capabilities (CFC) Practitioner or equivalent designation preferred.
• Crisis intervention training preferred.
Experience
• Minimum of two (2) years of experience providing financial coaching, counseling, social services, or related support services
required.
• Client management databases or case management system experience preferred.
• Experience within healthcare, nonprofit, or large organizational settings preferred.