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Financial Wealth Coach

You Get To

Coach in a manner that encourages measurable, positive outcomes in the development of each client. Serve as the primary contact addressing internal and external client interactions with leadership.

  • Conduct client interactions using Financially Fit methodologies and tools to enable clients to achieve both short and long range goals
  • Deliver focused financial coaching strategies that promote behavioral change
  • Promote Financially Fit solutions
  • Schedule and facilitate workshops on financial literacy topics including but not limited to debt elimination, credit, money management, wealth creation
  • Coaching individuals using email, phone, internet, video, and other technology as developed and implemented
  • Coordinate and schedule coaching sessions in line with or exceeding strategic goals
  • Maintain client data reporting into CRM
  • Build and maintain community relationships and deliver on marketing initiatives


You Possess

  • Bachelor degree in economics, finance, accounting, business administration, or equivalent work experience
  • Minimum of 3+ years related work experience in the financial industry and coaching individual clients
  • Certification highly preferred (e.g., FFC, CPFC, CFC, CMFC, AFC, CRC, RICP)
  • Excellent communication skills both verbal and written
  • Demonstrated analytical skills with the ability to identify core issues and develop solutions
  • Outstanding people skills with ability to quickly form meaningful relationships
  • Superior listening skills
  • Ability to multi-task and execute several projects and relationships simultaneously
  • Computer literacy a must including Microsoft Suite products and CRM highly preferred
  • Ability to maintain positive attitude and encourage others
  • Demonstrate confidence and professionalism working effectively with people of all socioeconomic and ethnic backgrounds
  • An individual who possess integrity, resilience, and respect for others
  • Proven capability to deliver education and training 

Relocation is not available for this position.

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