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 coaching 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 coaching 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 coaching sessions covering core areas of finance, career,
and education while guiding progress toward each member’s unique overarching goals.
a. Coaching will include in-person meetings held at selected sites requiring some
driving within a multi-county radius.
b. Provide Goodwill Scholars members with application assistance and educational advancement tracking.
c. Maintain wholly accurate and up to date (digital) Member files that follow standard documentation protocols and reporting using specified software.
d. Oversee the monthly progress and quarterly reporting of members’ Economic Mobility Continuum standing (administering quarterly surveys and monthly update tracking).
e. Complete ongoing training and competency testing in required skill areas to ensure excellence in delivery of coaching 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.
c. Demonstrate consistently professional demeanor in speech, actions and appearance, serving as a role model for members, colleagues, and community partners.
d. 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 coaching 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.
Overview: Get wet, get paid! Splash into success as part of our amazing Aquatics team this summer. Whether youre watching over the wave pool or loading slide tubes, youll be on the frontline keeping our guests safe. Soak up amazing benefits and make money while getting...
...relationships across a high impact account where we manage the following services: food/dining,... ...(8) years progressive experience in facilities management or other Support Services... ...federal, state, and local laws, including the City of Los Angeles Fair Chance Initiative...
...dedicated Auto Adjuster you will manage file ownership including investigation, taking statements, reviewing policy and coverages,... ...and framework, responsible to adjust moderately complex auto insurance claims presented by or against our members to include the end...
...Autonomous Vehicle Test Driver Safety Operator (Self-Driving Cars) Location: Miami, FL (Local Applicants Only) Pay: $25/hour + shift bonuses Schedule: Full-time | Rolling Contract About the Role Join the future of transportation as an Autonomous Vehicle...
...building skills in logistics, administration, and customer service in a dynamic and impactful environment What You'll Do: The Fuel Truck Dispatcher is responsible for optimizing and scheduling delivery routes to ensure timely and efficient fuel distribution across remote...