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Financial Coach Jobs in Wisconsin (NOW HIRING)

Wisconsin

Financial Literacy Intern

Stevens Point, WI

$14/hr

The duties of a financial literacy intern include: 1. Help organize and execute financial coach training in late September. 2. Serve as a peer financial coach for at least one hour per week. 3. Work ...

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$5

$23

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How much do financial coach jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for financial coach in Wisconsin is $23.24, according to ZipRecruiter salary data. Most workers in this role earn between $19.18 and $27.16 per hour, depending on experience, location, and employer.

Is there a demand for financial coaches?

There is growing demand for financial coaches as more individuals seek personalized financial guidance to improve budgeting, debt management, and savings. The role often requires strong communication skills, financial knowledge, and certifications such as the Accredited Financial Counselor (AFC) or Certified Financial Planner (CFP). Job opportunities are available in various settings, including private practice, financial institutions, and community organizations.

How much can a financial coach make?

Financial coaches typically earn between $40,000 and $70,000 annually, depending on experience, location, and client base. Some may earn higher with advanced certifications or by working independently, while others may start with lower salaries in entry-level positions or part-time roles.

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 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.

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.

More about Financial Coach jobs
What are the most commonly searched types of Financial Coach jobs in Wisconsin? The most popular types of Financial Coach jobs in Wisconsin are:
What are popular job titles related to Financial Coach jobs in Wisconsin? For Financial Coach jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Financial Coach jobs in Wisconsin look for? The top searched job categories for Financial Coach jobs in Wisconsin are:
What cities in Wisconsin are hiring for Financial Coach jobs? Cities in Wisconsin with the most Financial Coach job openings:
What are popular job titles related to Financial Coach jobs in WI? For Financial Coach jobs in WI, the most frequently searched job titles are:
Financial Coach jobs near you
Infographic showing various Financial Coach job openings in Wisconsin as of August 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 95% In-person, 2% Hybrid, and 3% Remote job distribution, with an average salary of $48,343 per year, or $23.2 per hour.

Financial Coach Manager Intern

Universities of Wisconsin

Stevens Point, WI • On-site, Remote

$14/hr

Part-time

Re-posted 15 days ago

Job description

Current Students: If you are currently employed or enrolled as a student at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Workday Internal Jobs Site for Students
Position Title:
Financial Coach Manager Intern
Job Category:
Student Hourly
Job Profile:
Student Help
Job Summary:
Job title: Financial Coach Manager Intern
Start date: Sept. 2, 2025
Hours:
• Ten hours/week throughout academic year.
Pay: $14/hour.
Number of positions: one.
Requirements:
• 3.25 overall GPA*; major within Sentry School of Business and Economics, preferably in Finance or Accounting.
o *A faculty reference may be substituted for GPA requirement.
• Familiarity with and enthusiasm for programming events for Financial Literacy events, most notably the financial coaching program.
• Able to make a commitment through May 2026.
Important attributes:
• Flexibility, punctuality and reliability.
• Strong verbal and written communication skills.
• Ability to meet deadlines within tight timeframes.
• Comfortable speaking in front of peers.
• Ability to manage multiple projects simultaneously with professional-level attention to detail.
Position responsibilities:
Help plan, organize, and advertise student financial coaching workshop.
Serve as a financial coach for UWSP students.
Organize financial coaching schedule and oversee peer financial coaches.
Correspond with speakers and others. Send follow-up thank you notes.
Help coordinate financial literacy speakers and events.
Attend weekly office hours to be available for questions and consultations.
Lead on-topic workshops aimed at increasing financial literacy among UWSP students.
Research and post resources for financial literacy on website/social media.
Compensation: $14 / hour.
Benefits from internship:
Expansion of your professional network as you meet alumni and business representatives at events.
• Development of highly valued skills such as critical thinking, communication and teamwork.
• Professional-level experience with organization of events and program management.
• Possible three credits of academic credit for internship requirement within Sentry School Majors.
Key Job Responsibilities:
Special Notes:
Through the discovery and dissemination of knowledge, UW-Stevens Point stimulates intellectual growth, provides a liberal education, and prepares students for a diverse sustainable world. The university is committed to creating a safe, inclusive learning community for all faculty and staff from a variety of backgrounds. Visit https://www.uwsp.edu/join-uw-stevens-point/ for more information about UW-Stevens Point. To learn about the Stevens Point (aka Point) area fun, jobs, housing, education, quality of life, and bragging rights, visit www.EverythingPointsHere.com.
Individuals with disabilities who need a reasonable accommodation during the application or interview process should contact Human Resources and Affirmative Action at 715-346-2606 or hr@uwsp.edu.
The safety and success of students, faculty, and staff at the University of Wisconsin-Stevens Point is paramount. The Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act requires the distribution of an annual security report to all current and prospective students, faculty, and staff. You may obtain the complete report at https://www3.uwsp.edu/protsv/Pages/Clery.aspx
The University of Wisconsin-Stevens Point will not reveal the identities of applicants who request confidentiality in writing, except the identity of the successful candidate will be released. See Wis. Stat. sec. 19.36(7).
An offer of employment will require a criminal background check and authorization to work within the United States as required by the Immigration Reform and Control Act of 1986.
EEO Statement:
Qualified applicants will receive consideration for employment without regard to color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or other bases as defined by federal regulations and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.

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