ZipRecruiter

Log In

1

Financial Coach Jobs in Indiana (NOW HIRING)

Valeo Financial Advisors

Financial Advisor

Carmel, IN · On-site

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets ... Coach clients through estate pre-planning to lessen the time needed with an estate/trust attorney ...

SYM Financial Advisors

Financial Advisor

Fort Wayne, IN · On-site

SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... You are a team player, with strong coaching and leadership skills * You have the desire /ability to ...

next page

Showing results 1-20

All JobsFinancial Coach JobsFinancial Coach Jobs in Indiana

Financial Coach information

See Indiana salary details

$5

$21

$27

How much do financial coach jobs pay per hour?

As of Jun 13, 2026, the average hourly pay for financial coach in Indiana is $21.91, according to ZipRecruiter salary data. Most workers in this role earn between $18.08 and $25.62 per hour, depending on experience, location, and employer.

Is there a demand for financial coaches?

There is a growing demand for financial coaches as more individuals seek personalized financial guidance to improve budgeting, debt management, and savings. Financial coaching roles are often found in financial planning firms, non-profits, and as independent consultants, with success often requiring relevant certifications and strong interpersonal skills.

What are the key skills and qualifications needed to thrive as a Financial Coach, and why are they important?

To thrive as a Financial Coach, you need a solid understanding of personal finance principles, budgeting, debt management, and often a background in finance or a related certification like AFC (Accredited Financial Counselor). Familiarity with financial planning software, spreadsheets, and client management systems is typically required. Exceptional interpersonal skills, active listening, and the ability to motivate and educate clients are crucial for building trust and fostering positive behavioral change. These skills enable Financial Coaches to guide clients effectively toward achieving their financial goals and improving their overall financial well-being.

What are financial coaches?

Financial coaches are professionals who help individuals and families improve their financial well-being by providing guidance on budgeting, saving, debt management, and setting financial goals. Unlike financial advisors, financial coaches do not typically offer investment advice or sell financial products. Instead, they focus on helping clients develop healthy financial habits, increase their financial literacy, and create actionable plans to achieve their financial objectives. They work with clients to identify challenges, build accountability, and empower them to make informed financial decisions.

What does a financial coach do?

A financial coach helps individuals improve their financial health by assessing their current financial situation, setting goals, and developing personalized plans. They provide guidance on budgeting, debt management, saving, and financial literacy, often using tools like financial spreadsheets or software. Certification from organizations such as the AFCPE or FPA can enhance credibility, and coaching sessions typically occur in person or virtually.

What is the difference between Financial Coach vs Financial Advisor?

AspectFinancial CoachFinancial Advisor
CredentialsOften no formal certification required; certifications like AFC or FFC are commonTypically holds certifications such as CFP, CFA, or ChFC
Work EnvironmentOne-on-one coaching, workshops, online platformsClient meetings, investment planning, portfolio management
Employer & Industry UsageFinancial coaching firms, independent coaches, non-profit organizationsBanks, investment firms, independent financial planning firms
Search & Comparison IntentPeople seeking budgeting, debt management, financial habitsIndividuals seeking investment advice, retirement planning

Financial Coaches primarily focus on budgeting, debt reduction, and financial habits without necessarily providing investment advice. Financial Advisors typically offer investment planning and wealth management services, often requiring advanced certifications. Both roles serve different client needs within the financial industry.

How does a Financial Coach typically collaborate with clients to set and achieve financial goals?

A Financial Coach works closely with clients to identify their financial priorities, assess their current situation, and develop actionable plans for improvement. This often involves regular one-on-one sessions, where coaches help clients create budgets, tackle debt, and build healthy financial habits. Coaches provide accountability, encouragement, and guidance, but clients remain responsible for their own financial decisions. The collaborative approach helps clients build confidence and long-term financial skills, making the relationship both supportive and empowering.

How do you become a financial coach?

To become a financial coach, individuals typically gain relevant education in finance, accounting, or related fields, and develop strong communication and coaching skills. Many pursue certifications such as the Accredited Financial Counselor (AFC) or Certified Financial Planner (CFP) to enhance credibility and knowledge. Gaining experience in financial planning or advising can also be beneficial before starting a coaching practice or working with clients.

What Is a Financial Coach?

A financial coach helps clients set and reach their financial goals using a coaching model relationship. As a financial coach, your responsibilities include assisting clients to assess their resources and expenses, make calculations regarding debt, and set budgets. You are also there to provide accountability. Your job is different than that of financial advisors or consultants. You help facilitate the client’s goals as they determine the best path for themselves. Your job is to help clients address concerns they have about money and financial security by coaching them into better choices and reaching their goals.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level of income often requires years of experience, strong sales skills, and relevant certifications such as the CFP or CFA, along with a focus on high-value financial planning or investment management.
More about Financial Coach jobs
What are the most commonly searched types of Financial Coach jobs in Indiana? The most popular types of Financial Coach jobs in Indiana are:
What are popular job titles related to Financial Coach jobs in Indiana? For Financial Coach jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Financial Coach jobs in Indiana look for? The top searched job categories for Financial Coach jobs in Indiana are:
What cities in Indiana are hiring for Financial Coach jobs? Cities in Indiana with the most Financial Coach job openings:
What are popular job titles related to Financial Coach jobs in IN? For Financial Coach jobs in IN, the most frequently searched job titles are:
Financial Coach jobs near you
Financial Advisor

Financial Advisor

First Command Financial Services, Inc.

Indianapolis, IN • On-site

Full-time

Posted 14 days ago

First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

Job Description
Financial Advisor Jobs at First Command:
Shaping Positive Financial Behaviors since 1958
First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one-on-one coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on a path to financial security.
3 out of 4 of our Financial Advisors are veterans or military spouses.
Many of our 165+ offices nationwide are located near military installations.
If you're exploring what's next in your career, First Command offers a path to become a Financial Advisor where leadership, entrepreneurship, and professional growth come together. Your experience matters - and here, it's a foundation for building a meaningful, long-term career.
What you'll do:
    • As the personal coach to our Nation's military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals.
    • You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.
    • You will engage with the community to bring new clients to First Command, with the support of your local district team and Home Office.
    • You will connect directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
    • You will coach military families on how to build a comprehensive financial plan that includes:
    • Savings/banking
    • Investments/wealth management
    • Insurance/risk management

Training and licensing support:
    • First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
    • Sponsorship: First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
    • Licensing: You'll receive structured training and test preparation to help you obtain the necessary securities and Life & Health licenses-no prior licensing is required.
    • Role Progression: Upon completing licensing, you'll have the opportunity to transition into a paid training role, partnering with a local district office and accelerating your professional development.
    • Compensation: As you begin this career, your First Command Financial Advisor compensation will consist of an hourly wage for 3 months and then transition into a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.

Becoming an Advisor:
    • Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve.
    • Compensation: There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation.
    • Professional Development: We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
    • Independence: Set your own schedule to manage work-life balance.
    • Flexibility: Mobile career opportunities throughout the United States which allow your career to move with you.

Desired Qualifications:
    • Military experience or affiliation
    • Bachelor's degree
    • Proven leadership skills

Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers First Command.

What First Command Financial Services employees say

Pay

Hours and flexibility

Workplace

Get the full story on Breakroom

First Command Financial Services logo

About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

Social media

FacebookTwitter

View All First Command Financial Services Jobs

Apply