Bilingual Small Business Financial Wellbeing

Operation HOPE

. Build and maintain client bases, keep current client plans up-to-date, and recruit new clients .

Posted 10/22/2026full-timeMiami • Florida • United StatesJuniorMid-Level💰 $60,000 - $62,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in small business coaching, financial management, and marketing strategies while effectively facilitating workshops and training sessions for diverse client bases. Proficient in evaluating client outcomes and adapting coaching plans to meet individual needs.

Highest-signal resume keywords

Small Business CoachingFinancial ManagementBusiness PlanningWorkshop FacilitationBilingual Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisBusiness Strategy DevelopmentClient Relationship ManagementProject ManagementMarketing Strategy

Soft Skills

EmpathyInterpersonal SkillsTime ManagementPresentation SkillsCultural Competency

Tools & Technologies

MS WordMS ExcelMS PowerPoint

Industry Keywords

EntrepreneurshipClient EngagementNetworkingCommunity PartnershipsGovernment Programs

About the role

Key responsibilities & impact

Build and maintain client bases, keep current client plans up-to-date, and recruit new clients
Analyze clients' financial information to determine strategies for meeting their financial objectives
Guide clients in business plan creation, business operations, marketing strategies, and growth opportunities
Facilitate small business workshops and training sessions on credit, money management, and entrepreneurship
Answer client questions about financial plans and strategies
Deliver content on business planning, financial management, and marketing
Deliver assigned 8-Week Business Development Programs throughout the year
Connect clients with relevant resources, networks, and support services
Stay informed about government programs, grants, and other opportunities
Collaborate with community partners to support entrepreneurs
Track small-business progress through coaching sessions and assessments
Evaluate client outcomes, including program graduations and businesses created
Provide client feedback and adjust coaching plans
Build relationships with local businesses, chambers of commerce, and community organizations
Represent Operation HOPE at networking events and engage stakeholders
Provide services to Spanish-speaking clients

Requirements

What you’ll need

Fluency in English and Spanish
Bachelor's degree is preferred, however, comparable 2+ years of work experience in the financial industry will be considered
Flexibility to deliver evening workshops as determined by client needs
Comfortable with meeting monthly and annual production goals
Ability to meet tight deadlines and maintain effective time management
Proven experience in small business coaching, consulting, or entrepreneurship
Strong knowledge of business planning, financial management and marketing strategies
Ability to empathize with and understand the unique challenges faced by small business owners
Strong presentation skills, both in-person and virtually
Ability to facilitate group workshops, maintain engagement, and navigate participant inquiries
Cultural competency and ability to support diverse backgrounds
Ability to manage and complete several projects and program relationships simultaneously
Excellent communication and interpersonal skills
Proficiency in MS Word, Excel, and PowerPoint
Access to personal transportation for travel within the designated market