Bolder Money · 13 hours ago

Money Coach

United States

Contract

Remote

Entry Level

$45/mo - $50/mo

Maximize your interview chances

AdviceFinancial Services

Hiring Manager

Kristina Rivero

Insider Connection @Bolder Money

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Coach 50 members at once, using Bolder’s tools and process to spend 1 to 1.25 hours per month coaching each member, including a 30-minute video onboarding session and brief, as-needed video check-ins every 6 weeks.

Help your Bolder Members set practical financial goals, behavior change goals, and spending targets.

Proactively guide your members to progress towards their goals with weekly tasks delivered via chat, voice, and video messages.

Meet key engagement and results metrics defined for Bolder Money Coaches.

Pilot experimental coaching protocols and techniques as a part of a test-driven environment.

Attend and be an active participant in regular team meetings.

Collaborate with the coaching team via Slack to stay up-to-date on company updates, and help solve member and coaching challenges.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

AFC CertificationBehavioral CoachingFinancial Goal SettingTechnology NavigationClient CommunicationCompassionate CoachingData-driven ProcessClear Thinking

Required

AFC Candidacy / Certification: You have completed or are working on the Accredited Financial Counselor (AFC) designation through the AFCPE.

Deliverables with actionable advice: You have provided advice to your clients in the past via written deliverables that helped them achieve their goals. You have clearly demonstrated the ability to break down suggestions into step-by-step plans that your clients can understand and do.

Real member impact: You have clients who would be willing to be a reference for your expertise, who have achieved tangible financial goals while working with you.

Coach with compassion: Empathize with your members’ personal experiences, and understand why they feel the way they do.

Embrace adaptability: Adjust quickly to changing priorities and conditions, and cope effectively with complexity and change.

Easily navigate technology: Feel comfortable switching between different tools to coach members effectively and efficiently, track progress, and communicate with your Bolder team.

Proactively move a member towards their goals: Understand your role as a coach, to motivate the member and always provide a clear next step, rather than waiting for the member to know what to do next.

Excellent follow-up skills and high level of ownership: You pride yourself on closing the loop and holding yourself and others accountable. You always think 'what’s next' for your members and are committed to thinking creatively to help them meet their goals.

Self-check for clear thinking: Be aware of how member scenarios impact you emotionally, and ensure any clouded thinking is cleared up before engaging with a member. Be willing to ask your team for help when you get stuck.

See the bigger picture: You’re able to see multiple options for improving a challenging financial situation, from an objective, non-judgemental standpoint.

Be willing to try something new: Focus on making the most positive impact on your members’ lives with an evolving process based on data and behavioral science, rather than adhering to personal opinions or beliefs about money, and money coaching.

Connect via messages: Communicate thoughtfully with clear, concise messages in an engaging way. Effectively communicate via chat, text message, and email, with both members and Bolder team members.