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My Financial Coach (MFC) · 1 week ago

Junior Partner - Financial Coach

Phoenix, AZ

Full-time

Onsite

New Grad, Entry Level

My Financial Coach (MFC) is a fast-growing financial wellness company founded in 2018, focused on improving clients' financial outcomes through a data-driven approach. The Junior Partner - Financial Coach will work with individuals to educate them on financial wellness and contribute to the company's growth and culture.

ConsultingFinancial ServicesWellness

Hiring Manager

Enpo Tu

Responsibilities

Are you a motivated individual looking to be a part of the founding team of a fast-growing financial wellness company?

Do you enjoy working with individuals to educate them on how group financial wellness can benefit a company?

Your opinions will matter

Your decisions will help us create the culture

You will be valued as a member of our team

Anyone applying here will be expected to grow into a leadership or executive role in the future, unless they prefer to remain very technical and specialized within the realm of financial planning

Qualification

CFP®Start-up experienceAdditional designationsBi-lingualClient relationship growth

Required

Must have CFP®

Experience working in a start-up environment is highly desired, hopefully wearing multiple hats

Desire to grow a career at My Financial Coach with the ability to scale income based on planning load

Preferred

Additional designations

Bi-lingual in other languages

Experience growing client relationships

Benefits

Base salary with the opportunity to scale income based on client-book size, and the ability to participate in a company bonus

Earn equity in an early-stage start-up based on customer service metrics.

Opportunity to grow your career in a financial wellness start-up company that wants to see you succeed!

Mentorship by leaders in the field of financial wellness.

A fully paid company-provided health insurance plan.

Access to a 401(k) plan with potential profit-sharing in the future.

Access to an FSA plan.

PTO/Holiday/Sick days available.

Company

My Financial Coach (MFC)

At My Financial Coach (MFC) our comprehensive financial planning and modeling technology help uncover and fill financial gaps that your financial advisors may have overlooked.

Founded in 2018