Bilingual Financial Literacy Coach & Workshop Lead

United Way Worldwide; Irvine (CA); On-site; USD 34,000 - 44,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

Orange County United Way is seeking a fluent bilingual (English/Spanish) Financial Education Specialist to design and lead financial literacy workshops across Orange County. The role involves outreach, participant recruitment, and careful program administration to support SparkPoint OC.

Ideal candidates will present effectively, manage workshops, and contribute to data tracking while assisting with tax-season VITA activities and IRS training.

Qualifications

• Fluent in English and Spanish (spoken, written, reading).
• Bachelor’s degree preferred; minimum 2 years' experience in financial education, case management, or outreach.
• Experience with financial literacy programs in community settings.
• Knowledge of issues affecting low- to moderate-income households in Orange County.

Responsibilities

• Design, facilitate, and teach bilingual financial literacy workshops.
• Develop culturally relevant presentation materials and partner with community groups to deliver workshops.
• Maintain records of workshop attendance, evaluations, and outcomes.
• Conduct orientations and outreach to meet enrollment and attendance goals.
• Support VITA tax site during tax season and complete IRS Tax Law Certification training.
• Handle administrative tasks and data entry as directed.

Skills

Bilingual English/Spanish

Public speaking

Customer service

Detail oriented

Education

Bachelor’s degree preferred

2+ years relevant experience in financial education

Tools

Microsoft Office

Excel

PowerPoint

Zoom

Database software

Job description

Orange County United Way is seeking a fluent bilingual (English/Spanish) Financial Education Specialist to design and lead financial literacy workshops across Orange County. The role involves outreach, participant recruitment, and careful program administration to support SparkPoint OC.

Ideal candidates will present effectively, manage workshops, and contribute to data tracking while assisting with tax-season VITA activities and IRS training.