ZipRecruiter

Log In

2

Entry Level Financial Coach Jobs in Connecticut (NOW HIRING)

CT Team

Be Seen First

Entry Level Sales Representative - GoNetSpeed

Wethersfield, CT · On-site

$50K - $55K/yr

High self-motivation with a passion for winning and achieving financial goals. * Strong ... Coachable, resilient, and eager to pick up new skill sets in sales and management. * Professional ...

CT Team

Be Seen First

Entry Level Sales Representative - GoNetSpeed

Wethersfield, CT · On-site

$50K - $55K/yr

High self-motivation with a passion for winning and achieving financial goals. * Strong ... Coachable, resilient, and eager to pick up new skill sets in sales and management. * Professional ...

next page

Showing results 1-20

All JobsFinancial Coach JobsEntry Level Financial Coach JobsEntry Level Financial Coach Jobs in Connecticut

Entry Level Financial Coach information

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 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 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 Connecticut?

The most popular types of Financial Coach jobs in Connecticut are:

What are popular job titles related to Entry Level Financial Coach jobs in Connecticut?

For Entry Level Financial Coach jobs in Connecticut, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Coach jobs in Connecticut look for?

The top searched job categories for Entry Level Financial Coach jobs in Connecticut are:

What cities in Connecticut are hiring for Entry Level Financial Coach jobs?

Cities in Connecticut 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 Connecticut as of August 2026, with employment types broken down into 80% Full Time, 10% Part Time, and 10% Contract. Highlights an 60% In-person, 30% Hybrid, and 10% Remote job distribution.

Entry-Level Financial Investment Planner (Remote)

Traction Forge Financial

Stamford, CT • On-site, Remote

$81K - $108K/yr

Part-time

Re-posted 3 days ago

Job description

At Traction Forge Financial, leveraging the strength of Global Financial Impact (GFI), our mission is to help individuals and families build a stronger financial future through education, personalized guidance, and strategic financial solutions. We are committed to making financial education accessible to people from all walks of life while empowering clients to make informed and confident financial decisions.

Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients identify opportunities, develop financial strategies, and work toward both short-term and long-term goals.

We are currently seeking motivated, growth-minded individuals to join our expanding team as Entry-Level Financial Professionals. This opportunity is ideal for candidates who are coachable, people-oriented, and passionate about helping others succeed financially while building a rewarding career of their own.

No prior experience in financial services is required. Through our comprehensive training and mentorship program, you will develop the skills and confidence needed to work with individuals, families, and business owners in areas such as:

Retirement Planning
Wealth Accumulation Strategies
College Planning
Investments
Insurance and Protection Solutions
Financial Goal Setting and Planning

You will learn how to conduct professional financial consultations, build personalized financial game plans, and educate clients on strategies designed to help them move closer to their financial goals.

Whether you are looking to transition into a new full-time career, earn supplemental part-time income, or develop valuable leadership and business skills, Traction Forge Financial offers flexible scheduling, ongoing mentorship, and opportunities for long-term growth and advancement.

If you are driven, service-focused, and excited about building meaningful relationships while making a positive impact in the lives of others, we invite you to explore a future with Traction Forge Financial.


Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME

Apply