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

NYL - Boston

Financial Planner

Westborough, MA · On-site

$150K/yr

Our successful entry-level financial advisor candidate has a passion for developing long-term ... Be a coachable, organized team member interested in pursuing training development and educational ...

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

Quincy, MA · On-site

$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 ...

RSM

Director - Financial Due Diligence

Boston, MA

$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 ...

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Entry Level Financial Coach information

See Boston, MA salary details

$5

$25

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

As of Aug 7, 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 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 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 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 70% In-person, 6% Hybrid, and 24% Remote job distribution, with an average salary of $52,033 per year, or $25 per hour.

Financial Planner

NYL - Boston

Westborough, MA • On-site

$150K/yr

Full-time

Re-posted 12 days ago

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$80,000 - $150,000 yearly


Responsibilities:
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives

Qualifications:
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is preferable, but not required

About Company

At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company.

What We Offer You:

  • 401(k)
  • Pension
  • Full health benefit package
  • Life insurance
  • Disability insurance