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Entry Level Financial Coach Jobs in Virginia (NOW HIRING)

Financial Rewards: great compensation package, annual profit sharing, matching 401k and the ability ... Tuition Assistance, mentorship and coaching opportunities, leadership development and other ...

Financial Rewards: great compensation package, annual profit sharing, matching 401k and the ability ... Tuition Assistance, mentorship and coaching opportunities, leadership development and other ...

Financial Rewards: great compensation package, annual profit sharing, matching 401k and the ability ... Tuition Assistance, mentorship and coaching opportunities, leadership development and other ...

Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain ... Performing critical relationship-building activities, including coaching your consultants for ...

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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 Virginia? The most popular types of Financial Coach jobs in Virginia are:
What are popular job titles related to Entry Level Financial Coach jobs in Virginia? For Entry Level Financial Coach jobs in Virginia, the most frequently searched job titles are:
What cities in Virginia are hiring for Entry Level Financial Coach jobs? Cities in Virginia with the most Entry Level Financial Coach job openings:
Infographic showing various Entry Level Financial Coach job openings in Virginia 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

Entry-Level Financial Professional

New York Life Insurance Company

Norfolk, VA

$62K - $73K/yr

Full-time

Posted 8 days ago


Job description

Build a career that’s designed to last.


For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations.
As a Financial Professional*, you’ll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company.


What You’ll Do
• Develop your own client base through networking, referrals, and community involvement
• Build relationships and guide clients through key financial decisions (retirement, protection, education planning)
• Offer tailored solutions across insurance and financial products
• Grow your knowledge and skills through ongoing training and real-world experience

What Sets This Role Apart
• Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses.
• Training & Support: Structured onboarding, licensing support, ongoing coaching and
opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials.
• Financial Support: Training subsidy available for eligible candidates during early stages
• Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.
• Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions,
including life insurance, annuities, long-term care insurance, disability income insurance, and
investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals.
• Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services².


What We Look For
• Self-motivated individuals who take initiative
• Strong communicators who enjoy building relationships
• Coachable and open to feedback
• Interested in long-term learning and growth, not just a short-term role