Job Description: Financial Coach
Join us as a Financial Coach and help clients take control of their financial future. This flexible, freelance role allows you to work from your own workspace, setting your own hours. We welcome local candidates but are open to qualified applicants sharing our vision of accessible, high-quality financial guidance.
Why Join Us?
Collaborate with finance professionals to offer expert coaching, planning, and support. Help clients navigate their financial journeys with confidence and clarity.
Responsibilities
1. Offer strategic coaching on cash flow and budgeting through text and video consultations.
2. Assess clients’ financial situations and develop customized financial plans.
3. Guide clients in making informed financial decisions aligned with their goals.
4. Help clients manage resources to meet daily obligations and long-term goals.
5. Stay updated on financial trends and strategies to provide relevant coaching.
6. Monitor and adjust financial plans as needed.
Requirements
* Proven experience as a Finance Coach or similar role with successful client outcomes.
* Bachelor’s degree in Finance or related field.
* Strong analytical skills for interpreting financial data.
* Excellent communication, negotiation, and presentation skills in English and local language.
* High attention to detail and ability to simplify complex concepts.
* Proficiency with database systems and PC skills.
Benefits
* Flexible hours and remote work.
* Opportunity to impact clients’ financial security.
* Collaborative, mission-driven environment.
* Platform to share and grow your expertise.
If you’re dedicated and eager to guide clients toward financial success, apply today to join our team.
Additional Details
Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
Industry: Mental Health Care
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