Job description
Job Overview
We are seeking a highly motivated and experienced CFP-Certified financial coach to provide expert guidance and advice to our clients. As a financial coach, you will work one-on-one with clients to assess their financial situation, develop personalized financial plans, and provide ongoing support and education to help them achieve their financial goals.
Key Responsibilities
Conduct comprehensive financial assessments for clients and make recommendations based on their financial situation and goals. Note: Currently, this program does not include specific investment advice or direct handling of clients’ money in any capacity.- Determine and sell necessary financial wellness products based on initial credit analysis.
- Develop personalized financial plans for clients that include recommendations for budgeting, savings, debt management, retirement planning, income strategies, and risk management.
- Provide ongoing coaching and support to clients to help them stay on track with their financial goals
- Collaborate with other financial coaches to continuously build financial education resources such as blog articles, webinars, video courses, worksheet, etc.
- Stay up-to-date on the latest financial trends and best practices to ensure clients receive the most current and accurate advice
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