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Entry Level Financial Coach Jobs in Washington (NOW HIRING)

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 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 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 cities in Washington are hiring for Entry Level Financial Coach jobs?

Cities in Washington with the most Entry Level Financial Coach job openings:

Infographic showing various Entry Level Financial Coach job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Entry Level Sales Representative - Remote | 80K + | Training Provided | Inhouse leads

Meron & Kemboi Financial Agency

Annapolis, MD • Remote

$3.5K - $5.5K/wk

Full-time

Posted 28 days ago


Job description

We are currently expanding and looking for motivated individuals to join our team in an entry-level remote sales position.

No prior experience is required. We provide full training, mentorship, and a proven system to help you succeed from day one.

This is a work-from-home opportunity where you will be speaking with clients who have already requested information about life insurance coverage. There is no cold calling involved.

What you’ll be doing:
• Following up with warm, inbound leads
• Running virtual appointments over phone or Zoom
• Helping clients find coverage that fits their needs
• Learning and applying a proven sales system

Who this is a great fit for:
Entry-level candidates, career changers, customer service reps, teachers, realtors, mortgage professionals, and individuals looking to build a high-income skill set.

What we provide:
• Full training and ongoing mentorship
• Flexible schedule (part-time or full-time)
• Warm leads (no cold calling)
• Proven system designed for beginners
• Opportunity to earn $100K+

Compensation:
This is a 100% commission-based position with uncapped earning potential.
Starting commission begins at 80%, with opportunities for advancement based on performance.

If you are coachable, motivated, and ready to learn a new skill that can change your income, apply today.