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Financial Coach Jobs in Boston, MA (NOW HIRING)

Just A Start

Financial Coach and Educator

Cambridge, MA · On-site

$29 - $34/hr

Financial Empowerment Program Manager Location: Cambridge, MA Just A Start is seeking a Financial Coach and Educator to join our team. In this role, you will serve as a guide, champion, and ...

New

Just A Start

Financial Coach and Educator

Cambridge, MA · On-site

$29 - $34/hr

Financial Empowerment Program Manager Location: Cambridge, MA Just A Start is seeking a Financial Coach and Educator to join our team. In this role, you will serve as a guide, champion, and ...

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All JobsFinancial Coach JobsFinancial Coach Jobs in Boston, MA

Financial Coach information

See Boston, MA salary details

$5

$25

$31

How much do financial coach jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for financial coach in Boston, MA is $25.01, 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 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.

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 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 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 wages or part-time hours.

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.
More about Financial Coach jobs

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 Financial Coach jobs in Boston, MA?

For Financial Coach jobs in Boston, MA, the most frequently searched job titles are:

What job categories do people searching Financial Coach jobs in Boston, MA look for?

The top searched job categories for Financial Coach jobs in Boston, MA are:

What cities near Boston, MA are hiring for Financial Coach jobs?

Cities near Boston, MA with the most Financial Coach job openings:

Financial Coach jobs near you
Infographic showing various Financial Coach job openings in Boston, MA as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $52,027 per year, or $25 per hour.

Financial Coach

Hanscom Federal Credit Union

North Billerica, MA • On-site

$27.77 - $34.72/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 22 days ago

Job description

It's an exciting time to be at Hanscom Federal Credit Union!
As a member of our Branch Network, you will join a dynamic team of purpose-driven individuals committed to delivering exceptional service to our members.
Who we are - Hanscom Federal Credit Union
  • Members-first - our members are our top priority. We make business decisions with our members at the top of mind.
  • Integrity - we're honest and committed to doing what's best for our members and our company. What is right isn't the same as what is easy.
  • Teamwork - we are in this together and we all benefit from our success.
  • Innovation - we identify new ideas for processes or products that will lead to positive changes and take the initiative to implement the changes.
  • Empathy - we understand that communication starts by listening, understanding diverse perspectives, and caring about others' sustained success.

What we offer
$27.77/hr to $34.72/hr
Compensation for this position will be determined based on the candidate's experience, skills, and qualifications. Final pay may vary depending on factors such as prior experience, expertise, and specific requirements of the role. We are committed to offering competitive compensation and will discuss the final pay rate with candidates should an offer be made.
  • A full-time, permanent position that will reward you through a competitive incentive program.
  • Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits.
  • We are committed to fostering career growth and development - when you join our organization it's not just a job.
  • We look to develop your skills aligned to our business needs and help you progress in your career.

Who you are - Financial Coach
You are a dynamic, detail oriented, intuitive person with the ability to develop relationships, build rapport and become a trusted team member. You are able to provide everyone you assist or support with a high level of service, have strong organization and multi-tasking skills, and are searching for a rewarding career where you are valued and respected.
What you'll do
  • Branch Operations: Ensure personal operations (assigned cash drawer, assigned member document processing, etc.) are conducted in alignment with operational compliance standards, as well as have an understanding of all in-branch service functions including account opening and closing, balancing ATM and cash recycler, loan application processing and teller transaction processing.
  • Member Education: Provide personalized financial coaching and education to members, helping them develop a deep understanding of personal finance, budgeting, debt management, and savings strategies.
  • Financial Planning: Assist members in setting and achieving financial goals by creating comprehensive financial plans tailored to their individual circumstances and aspirations.
  • Credit and Debt Management: Offer guidance on improving credit scores, managing debt effectively, and making informed decisions about loans and credit products.
  • Budgeting and Savings: Help members create and maintain budgets that align with their financial goals, emphasizing the importance of emergency funds and long-term savings.
  • Product and Service Guidance: Educate members on our credit union products and services, ensuring they are aware of options that can improve their financial well-being.
  • Workshops and Seminars: Conduct financial wellness workshops, webinars, and seminars for members, both in-branch and online, covering a range of financial topics.
  • One-on-One Consultations: Schedule and conduct individual consultations with members to review their financial situations, provide advice, and track progress.
  • Data Analysis: Utilize financial analysis tools and credit reports to identify areas for improvement and provide data-driven recommendations.
  • Documentation and Reporting: Maintain accurate records of member interactions, progress, and outcomes. Provide regular reports to management on the impact of the financial wellness program.
  • Stay Informed: Keep up to date with financial industry trends, regulations, and changes in credit union products and services to provide members with accurate and timely information.
  • Meet or exceed performance goals.
  • Perform other duties as assigned, including but not limited to traveling to other branches as staffing needs require.

Knowledge/Skills/Experience Required:
  • Strong desire to work in a purpose driven organization.
  • 3 to 5 years of experience.
  • Strong understanding of personal finance, credit, and debt management.
  • Excellent communication and interpersonal skills.
  • Experience in conducting financial workshops and one-on-one coaching.
  • Proficiency in financial software and tools.
  • Empathy and a passion for helping individuals improve their financial well-being.
  • Ability to work both independently and as part of a team.
  • Strong organizational and time management skills.

PHYSICAL REQUIREMENTS
Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
WORKING CONDITIONS
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
MENTAL AND/OR EMOTIONAL REQUIREMENTS
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
** Must be authorized to work in the US **
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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