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Entry Level Financial Coach Jobs in California (NOW HIRING)

faircrest advisors

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entry level financial professional

Jurupa Valley, CA · On-site

$1.0K - $3.5K/wk

The Entry Level Financial Professional role focuses on personal finance and financial planning ... Coachable with a growth-oriented mindset

New

faircrest advisors

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entry level financial professional

Jurupa Valley, CA · On-site

$1.0K - $3.5K/wk

The Entry Level Financial Professional role focuses on personal finance and financial planning ... Coachable with a growth-oriented mindset

New

faircrest advisors

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entry level financial professional

Jurupa Valley, CA · On-site

$1.0K - $3.5K/wk

The Entry Level Financial Professional role focuses on personal finance and financial planning ... Coachable with a growth-oriented mindset

New

MassMutual Alabama

Financial Advisor

San Jose, CA

MassMutual Silicon Valley is now actively hiring for entry-level positions for a Financial Advising ... coaching and training Confidence and an entrepreneurial spirit Additional Information ...

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Entry Level Financial Coach information

What are the key skills and qualifications needed to thrive as an Entry Level Financial Coach, and why are they important?

To thrive as an Entry Level Financial Coach, you need a solid understanding of personal finance principles, budgeting, and debt management, typically supported by a relevant degree or financial education coursework. Familiarity with financial planning software, spreadsheets, and sometimes certifications like AFCPE’s Accredited Financial Counselor (AFC) can be advantageous. Outstanding interpersonal skills, active listening, and the ability to communicate complex concepts simply help coaches connect with and motivate clients. These skills and qualifications are crucial for empowering clients to achieve financial goals and fostering trust in the coaching relationship.

What is an Entry Level Financial Coach?

An Entry Level Financial Coach is a professional who helps individuals or small groups manage their personal finances, typically starting with foundational guidance. They educate clients on budgeting, debt management, saving, and basic financial planning. While they do not provide investment advice or manage assets, they support clients in setting and achieving financial goals. Entry level coaches often work with people who are new to financial planning and need help building good money habits.

What are some common challenges faced by entry level financial coaches when working with clients?

Entry level financial coaches often encounter clients who are hesitant to discuss personal finances or who may lack basic financial literacy. Overcoming these barriers requires patience, active listening, and the ability to build trust quickly. Additionally, new coaches may find it challenging to tailor advice to diverse client situations while adhering to ethical guidelines and maintaining confidentiality. Collaborating with experienced team members and staying current with financial education best practices can help new coaches develop their skills and confidence.
What are the most commonly searched types of Financial Coach jobs in California? The most popular types of Financial Coach jobs in California are:
What are popular job titles related to Entry Level Financial Coach jobs in California? For Entry Level Financial Coach jobs in California, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Coach jobs in California look for? The top searched job categories for Entry Level Financial Coach jobs in California are:
What cities in California are hiring for Entry Level Financial Coach jobs? Cities in California with the most Entry Level Financial Coach job openings:
Entry Level Financial Coach jobs near you
Infographic showing various Entry Level Financial Coach job openings in California as of July 2026, with employment types broken down into 46% Full Time, 52% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

entry level financial professional

faircrest advisors

Jurupa Valley, CA • On-site

$1.0K - $3.5K/wk

Full-time

Life, Retirement

Posted yesterday

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Job description

The Entry Level Financial Professional role focuses on personal finance and financial planning. This position involves analyzing financial data, monitoring budgets, conducting financial research, and collaborating within a team environment. Remote work options are available, making it flexible for candidates seeking a balanced work arrangement.

Responsibilities

  • Perform financial analysis to support planning and decision-making
  • Monitor budgets to ensure financial goals are met
  • Conduct research on financial products and market trends
  • Collaborate effectively with team members to achieve objectives
  • Tailor specific financial plans to client

Qualifications

  • Entry-level experience in finance or related fields
  • Can pass a BACKGROUND CHECK
  • WILLING TO GET LICENSED IN 7-14 DAYS
  • Strong communication and problem-solving skills
  • Effective time management abilities
  • Coachable with a growth-oriented mindset