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Entrylevel Financial Coach Jobs in Washington (NOW HIRING)

DAZ & Company

Be Seen First

Account Manager | Entry Level Sales + Advancement

Glen Burnie, MD · On-site

$900 - $1.5K/wk

... Financial Management • Sales and Marketing Candidates need to have: • Strong communication ... coaching and development • Performance-based advancement

New

DAZ & Company

Be Seen First

Account Manager | Entry Level Sales + Advancement

Glen Burnie, MD · On-site

$900 - $1.5K/wk

... Financial Management • Sales and Marketing Candidates need to have: • Strong communication ... coaching and development • Performance-based advancement

New

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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All JobsEntrylevel Financial Coach JobsEntrylevel Financial Coach Jobs in Washington

Entrylevel Financial Coach information

What is the difference between Entrylevel Financial Coach vs Financial Advisor?

AspectEntrylevel Financial CoachFinancial Advisor
CertificationsNone required, some may pursue CFP or similarCFP, CFA, or other financial planning certifications often required
Work EnvironmentCommunity centers, non-profits, online platformsFinancial firms, banks, independent practices
Primary FocusBudgeting, debt management, financial educationInvestment planning, wealth management, comprehensive financial advice

Entrylevel Financial Coaches typically focus on helping clients improve budgeting and financial literacy, often with minimal certifications. Financial Advisors usually provide investment and wealth management services, often requiring professional certifications. While both roles serve clients' financial needs, Coaches emphasize foundational skills, whereas Advisors handle complex financial planning.

What are popular job titles related to Entrylevel Financial Coach jobs in Washington? For Entrylevel Financial Coach jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Entrylevel Financial Coach jobs in Washington look for? The top searched job categories for Entrylevel Financial Coach jobs in Washington are:
What cities in Washington are hiring for Entrylevel Financial Coach jobs? Cities in Washington with the most Entrylevel Financial Coach job openings:
Entrylevel Financial Coach jobs near you

Entry-Level Financial Professional

New York Life - Greater Washington DC - Maryland

Bethesda, MD • On-site

Full-time

Medical, Dental, Life, Retirement

Posted 2 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.
  • Products 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