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Entry Level Financial Coach Jobs in Boston, MA (NOW HIRING)

Rise North Capital

Financial Associate

Braintree, MA · On-site

One-on-one coaching, mentorship, and leadership development opportunities We are committed to your ... Background in Finance or Financial Services is NOT REQUIRED for this Entry Level Financial ...

Rise North Capital

Financial Associate

Braintree, MA

$60K - $120K/yr

One-on-one coaching, mentorship, and leadership development opportunities We are committed to your ... Background in Finance or Financial Services is NOT REQUIRED for this Entry Level Financial ...

NYL - Boston

Financial Planner

Westborough, MA · On-site

$80K - $150K/yr

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level ... Be a coachable, organized team member interested in pursuing training development and educational ...

RSM

Director - Financial Due Diligence

Boston, MA · On-site

$151K - $304K/yr

... coach staff. Additionally, you willutilizeproven business development skills to build upon ... RSM does not intend to hire entry level candidates who will require sponsorship now OR in the ...

Integrityfex

Entry Level Sales Agent

Boston, MA · Remote

... financial future through life insurance and related insurance products. No prior insurance ... If you're self-motivated, coachable, and enjoy helping people, we'd like to hear from you. What You ...

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Entry Level Financial Coach information

See Boston, MA salary details

$5

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How much do entry level financial coach jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for entry level financial coach in Boston, MA is $25.02, according to ZipRecruiter salary data. Most workers in this role earn between $20.62 and $29.23 per hour, depending on experience, location, and employer.

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 Boston, MA?

The most popular types of Financial Coach jobs in Boston, MA are:

What are popular job titles related to Entry Level Financial Coach jobs in Boston, MA?

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

What job categories do people searching Entry Level Financial Coach jobs in Boston, MA look for?

The top searched job categories for Entry Level Financial Coach jobs in Boston, MA are:

What cities near Boston, MA are hiring for Entry Level Financial Coach jobs?

Cities near Boston, MA 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 Boston, MA as of August 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 64% In-person, 8% Hybrid, and 28% Remote job distribution, with an average salary of $52,033 per year, or $25 per hour.

Financial Associate

Rise North Capital

Braintree, MA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 3 hours ago

Job description

Description
Training Provided
Start Building Something That's Yours.
Whether you're not yet licensed, newly licensed, or changing careers - we'll help you launch, get trained from scratch, and build something real with the right tools and mentorship.
About the Role
In your role as a Financial Associate, we will help you build your career in delivering financial advice and guidance to individuals, families, and businesses. Your goal will be to help clients achieve their financial goals through our process and provide solutions in insurance, asset accumulation, and retirement planning.
As a Financial Associate, you will receive the training, mentorship, and support needed to build a successful long-term career. We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life.
Compensation & Benefits
  • Performance-based bonuses and commissions
  • Comprehensive benefits package including Health, Dental, Vision, HSA, Life Insurance, Disability Insurance, 401(k), and Pension
  • Company-sponsored destination trips and travel incentives
  • In-person work - office located in Braintree, MA
  • Other office locations: Nashua, NH and South Hadley, MA
  • Sponsorship for licenses and ongoing professional development
  • One-on-one coaching, mentorship, and leadership development opportunities

We are committed to your success and will provide all of the following to help you develop as a Financial Associate:
  • One-on-one strategic coaching
  • Mentorship, peer group learning environment
  • Virtual and in-person training
  • Remote access to top resources and experts in the industry
  • Marketing systems and capital
  • Leadership advancement track
  • Sponsorship for licenses and ongoing professional training

If you're ready to start your career in Financial Services, apply today.
Responsibilities
As a Financial Associate, you will:
• Attend virtual or in-person trainings to enhance financial expertise.
• Collaborate with coaches and other team members on client cases.
• Develop client relationships and provide tailored financial strategies.
• Offer solutions in insurance, asset accumulation, and retirement planning.
• Utilize marketing tools and resources to grow your client base.
• Ensure compliance with financial industry standards and licensing requirements.
Qualifications
Successful Financial Associate candidates are:
• Driven
• Coachable
• Competitive
• Resilient
• Strong Work Ethic
• Track Record of Leadership and Success
• People Orientated
• Please note: Must be a U.S. Citizen or Permanent Resident/Green Card holder to qualify.
Background in Finance or Financial Services is NOT REQUIRED for this Entry Level Financial Representative opportunity.

Apply