Financial Wellness Coach jobs in United States
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Team Akeakamai at GFI · 4 hours ago

Financial Wellness Coach

positionUnited States
timePart-time
remoteRemote
seniorityNew Grad, Entry Level

Team Akeakamai at GFI is seeking ambitious and driven individuals to join their team as Financial Wellness Coaches. The role involves helping clients understand their financial situation and providing expert advice on various financial matters while developing customized financial plans to meet their unique needs and goals.

Management Consulting
badNo H1BnoteU.S. Citizen Onlynote
Hiring Manager
Carey Gatto
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Responsibilities

Serve as a key contact and liaison for clients to ensure their total satisfaction
Interact with clients & associates you are directly responsible for on an ongoing basis, providing support needed in a timely, professional and courteous manner
Share financial knowledge, education, and strategies for business matters, investments, insurance based protection, retirement, savings and estate planning to help clients and business owners progress financially
Develop customized financial plans that fit clients' unique needs & goals
Help clients understand their financial situation and provide expert advice on how to improve it
Guide and support clients from budgeting and debt reduction to investing and retirement planning
Think creatively and work collaboratively with a team of like-minded individuals who share a passion for making a difference

Qualification

Customer serviceLeadership developmentEntrepreneurial mindsetPassion for helping othersSelf-motivated

Required

Must pass a background check
18 Years or older
U.S. citizen
Must have a drive, passion and desire to help people!

Preferred

Customer service, leadership and management backgrounds are preferred
Education/Coaching/Military backgrounds are a great fit!
Financial skills/knowledge not required
Training/Coaching included
Personally customized scheduling
Leadership development
Entrepreneurially-minded + self-motivated

Benefits

Training/Coaching included
Personally customized scheduling
Leadership development

Company

Team Akeakamai at GFI

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Dedicated Financial Professionals focused on helping families become financially stable and independent.
people-size201-500 employees

Funding

Current Stage
Growth Stage
Company data provided by crunchbase