Financial & Employment Planner Case Mgr
Core
Primary point of contact for W-2 participants, guiding families through goal setting, barrier removal, and employment planning to promote self-sufficiency.
Role type
Case Manager (Employment Services)
Builds
Comprehensive employment strategies and Individual Employment Plans (IEP) for W-2 participants
Domain
Social Services / Workforce Development
Deliverable
client delivery
Required skills
Case management, assessment, goal setting, barrier removal, job readiness planning, budgeting, skills training, documentation, community resource coordination
Preferred skills
W-2 program experience, local workforce development knowledge, bilingualism (Spanish or Hmong)
Responsibilities
Conduct initial and ongoing assessments to determine participant needs and barriers; Assign participants to appropriate W-2 service tracks; Collaborate with families to establish employment and self-sufficiency goals; Develop and implement wraparound strategies including job readiness and career planning; Coordinate activities in the W-2 Individual Employment Plan with external support providers; Monitor participant progress and adjust service plans; Maintain accurate documentation in compliance with program standards; Connect families with community resources.
Seniority
Mid-level IC