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Family Career & Financial Wellness Navigator

Valparaiso, IN

Relocation expenses: Not paid

Full time
1 - 2 years of experience
Bachelor's Degree
$31,000 to $40,000 per year

Published on 31 Jul 2022

Expires on 31 Jul 2022

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Family Career & Financial Wellness Navigator


The Level Up program is an initiative focused on supporting struggling, working residents on the path to long-term financial stability. The Family Career & Financial Wellness Navigator will work with participants, helping them set and achieve goals to obtain livable wage jobs and financial wellness.


  • Onboard and retain clients. Help clients set and achieve goals. Guide and support clients through program.
    • Assess education/job training or employment and financial need.
    • Refer clients to community services as needed (rent/mortgage, food, mental health supports, etc.).
    • Meet with clients a minimum of once per week to discuss status of work/training/education, budget, childcare needs, basic needs and other family needs as applicable; assist in locating and applying for.
    • Assist with resume and cover letter, job search strategy and soft skills
    • Provide financial wellness education and help clients build a plan, including creation/maintenance of a monthly budget, saving, reducing debt and building assets.
  • Complete all assessments and touchpoints in a timely manner; log all assistance, goals and assessments in casework management system.
  • Provide weekly status reports to Level Up Program Director.
  • Attend monthly Level Up client meetings and assist with meeting agenda development, recommend speakers, etc.
  • Establish relationships with key workforce development organizations and local service providers through self-initiated outreach as needed.
  • Work with Financial Wellness Coalition Coordinator to provide financial wellness programming to clients and participate in monthly Financial Wellness Coalition meetings as needed.
  • Attend and participate in community events to network, educate and building relationships, such as United Way Partner Network meetings.
  • Work cross-functionally with other staff members and departments to execute all assigned tasks.
  • Other duties based on client need or as assigned.



  • Bachelor’s degree or equivalent experience.
  • Previous experience in a client-facing or customer service role.
  • Problem solving & critical thinking skills; ability to handle ambiguity and uncertainty.
  • Ability to self-manage, work in a fast-paced environment, and establish strong internal and external relationships.
  • Proficient computer skills and knowledge of relevant software, particularly Microsoft Office Suite, online meeting platforms (i.e. Zoom) and web platforms.
  • Excellent written and verbal communication skills.
  • Detail-focused, strong cross-functional project management skills, and ability to handle multiple projects/responsibilities at once.
  • Flexible schedule, need availability on some evening or weekend hours.
  • Preferred:
    • Experience in financial coaching, banking, asset development and/or a related economic development field.
    • Possess a working knowledge of service providers, including State, Federal and Local assistance.
    • Knowledge of Northwest Indiana communities and their unique characteristics, demographics & needs.
    • Established relationships with communities and/or community stakeholders.
  • Desire to continually learn and improve and the ability to provide and accept feedback.
  • Professional in appearance and manner.
  • Possess high moral and ethical standards.
  • Dedication to supporting and furthering diversity & inclusion inside and outside of the organizations.

EQUAL OPPORTUNITY EMPLOYER: We do not discriminate against age, sex, gender, pronouns, race, disability, pregnancy, marital or parental status, political ideology, creed, sexual orientation, or religious background, etc. Your ability and passion are infinitely more important to us.

PHYSICAL DEMANDS: Typical physical work demands require, but not limited to, ability to sit, stand, lift, move objects, walk, drive. The employee may need to be able to lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception and ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

WORK ENVIRONMENT: Typical office environment with minimal noise from office equipment i.e., printers. Frequently employee must drive to fulfill requirements of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

TRAVEL: Travel is primarily local and happens during work hours, with the occasional night event. Reliable transportation is required. The employee must provide own transportation and insurance coverage. Organization will reimburse mileage.