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Cerity Partners · 1 day ago

Financial Wellness Coach

Honolulu, HI

Full-time

Hybrid

Entry, Mid Level

$60K/yr - $75K/yr

2+ years exp

Cerity Partners is excited to open a new office location on O'ahu, and they are seeking a Financial Wellness Coach to join their team. This role involves building strong client relationships, providing comprehensive financial advice, and inspiring clients through workshops and events to achieve financial stability.

BankingFinanceFinancial Services

No H1B

Responsibilities

Build strong, long-term client relationships. Coaches work with clients to analyze their current financial health, help set short/long-term financial goals, and design a realistic plan of action

Provide comprehensive financial advice. Coaches determine what level of financial plan and support is needed for each client and adjust their level of service accordingly

Communicate. Coaches must be superior, proactive communicators who can adjust their message and style to the needs of our clients. They must have strong disciplined skills driving follow-up with clients

Inspire. Host workshops, seminars, and events on a variety of personal finance topics to assist and encourage participants to take the actions needed to achieve financial stability

Brand Ambassador. Enthusiastically advocate the values, ethics, and unique approach our company takes to personal finance and retirement planning

Collaborate within the Coaching Team. Coaching teams work both in the field and from our offices. They will need to collaborate well with internal colleagues to track participant progress both individually and at the plan/company level

Flexible work environment. Coaches must have the ability to work daily with little direct supervision, but diligence and focus. The job requires regional travel and site visits with our clients

Qualification

Financial planningCFP® designationSeries 65 licenseSalesforce knowledgeClient relationship buildingEmpathyProblem-solving skillsCommunication skills

Required

Bachelor's degree

Current Series 65 license holder or within 120 days of hire

2-5 years financial planning experience

Ability to listen and empathize with participants, spot and analyze issues, and simplify/explain financial concepts to provide solutions

Ability to talk to clients independently

Ability to develop financial plans and investment strategies to present to clients when applicable

Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required

Must accept and thrive in a fast-paced, changing environment

Ability to build and maintain relationships with current clients

Tenacious about doing what is right for the client – always

Ability and willingness for local and extended travel, as needed

Prolonged periods sitting at a desk and working on a computer

Must be able to lift up to 15 pounds at times

Preferred

CFP® designation or current / future pursuit of designation preferred

Working knowledge of Salesforce a strong plus

Benefits

Health, Dental & Vision Insurance

Flexible spending accounts

Health Savings accounts

401k savings & investment plan

Education and Professional Certifications Reimbursement: Cerity Partners will reimburse colleagues up to $10,000 per year for pre-approved degrees and certifications subject to a lifetime maximum of $30,000 and various other conditions.

Flexible Paid Time off