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Entry Level Financial Coach Jobs in Washington (NOW HIRING)

Actalent

Entry Level Recruiter | Sales Trainee

Fairfax, VA · On-site

$50K - $60K/yr

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

Actalent

Entry Level Recruiter | Sales Trainee

Fairfax, VA · On-site

$50K - $60K/yr

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 Washington? The most popular types of Financial Coach jobs in Washington are:
What are popular job titles related to Entry Level Financial Coach jobs in Washington? For Entry Level Financial Coach jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Coach jobs in Washington look for? The top searched job categories for Entry Level Financial Coach jobs in Washington are:
What cities in Washington are hiring for Entry Level Financial Coach jobs? Cities in Washington 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 Washington 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

New York Life - Greater Washington DC - Maryland

Bethesda, MD • On-site

Full-time

Medical, Dental, Life, Retirement

Posted 21 days ago

Job description

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 the 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.
  • Product 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.

Compensation - Benefits
You have the power to determine your own income with our commission-based compensation³. Individual agent performance will determine your income.
Benefits for eligible full-time agents include medical, dental, life, and long-term disability coverages, 401(k), and pension⁵
For more information about commission-based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits
Responsibilities
• Develop and provide financial advice and strategies that are suitable based on financial and goal objectives
• Engage and educate clients on how to plan for their financial future so that they are prepared for the unexpected life events/circumstances they may encounter
• Cultivate relationships with a view to helping every family member or individual pursue financial security
• Grow your network by being involved in your community and professional groups
• Drive to add 50 new clients a year
• Increase your knowledge within the financial industry and achieve specializations by following the New York Life training curriculum
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
Qualifications
• 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
• Track record of success and goal achievement
• Uncompromising integrity
• Ability to successfully build relationships
• Excellent calendar management skills
• Sales experience is preferred
• Valid life and health license preferred, but we can assist with that
• Valid FINRA Series 6 or 7 & 63/66 preferred but not required (we can assist you with this)

Apply