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Entry Level Financial Coach Jobs in Raleigh, NC (NOW HIRING)

Cornerstone Advisor Group

Financial Advisor

Raleigh, NC · On-site

$50K - $140K/yr

... our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes ... • Be a coachable, organized team member interested in pursuing training development and ...

Cornerstone Advisor Group

Financial Advisor

Raleigh, NC

$50K - $140K/yr

... our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes ... Be a coachable, organized team member interested in pursuing training development and educational ...

Spieldenner Financial Group

Remote Sales

Apex, NC · On-site +1

Spieldenner Financial Group is a financial services company serving mid-market families that work ... Are you coachable? * Are you a hard worker who is eager to learn how to be a high value pro? * Are ...

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

As of May 30, 2026, the average hourly pay for entry level financial coach in Raleigh, NC is $22.38, according to ZipRecruiter salary data. Most workers in this role earn between $18.46 and $26.15 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 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 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 most commonly searched types of Financial Coach jobs in Raleigh, NC? The most popular types of Financial Coach jobs in Raleigh, NC are:
What are popular job titles related to Entry Level Financial Coach jobs in Raleigh, NC? For Entry Level Financial Coach jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Coach jobs in Raleigh, NC look for? The top searched job categories for Entry Level Financial Coach jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Entry Level Financial Coach jobs? Cities near Raleigh, NC with the most Entry Level Financial Coach job openings:
Entry Level Financial Coach jobs near you

Entry-Level Financial Services Representative

Stone Press Financial Group

Raleigh, NC • On-site, Remote

$80K/yr

Full-time

Medical, Retirement

Posted 14 days ago

Job description

Description
Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!
Candidates may be eligible for:
  • Enhanced Commissions
  • Subsidy Allowance (available for up to the first year)
  • Life Licensing & Annuity Certificate reimbursement after validation
  • Securities Licensing reimbursement up to $5,000 per year (upon proof of passing test and receipt submission)

Additional Incentives Include:
  • Residual Renewal Income
  • Local Experiences and International Top Producer Trips
  • Quarterly Bonuses
  • Retirement Plan with Company Contribution
  • FICA (Social Security & Medicare) Contributions
  • Healthcare Company Contributions

Training & Development:
  • Structured Training & Development Program
  • 1:1 Coaching, Support, & Ongoing Professional Development

Occasional in-office presence is required so candidates must live in North Carolina (or be planning to relocate) to be considered. We do not offer visa sponsorship.
Responsibilities
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications
• A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth.
• You are personable and caring, with a natural ability to connect and communicate with others.
• Enthusiastic, high energy, and positive attitude.
• Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously.
• Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team.
• Must have excellent communication and interpersonal skills.
• Quick learner who is comfortable in a fast-paced, dynamic environment.

Apply