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Financial Coach Jobs in Raleigh, NC (NOW HIRING)

The Beck Group

Senior Project Coordinator

Raleigh, NC · On-site

Free dedicated financial coach * Personal health & fitness program for tracking activities & earning rewards * Paid family leave * Health discounts on medical premiums * Free comprehensive health ...

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All JobsFinancial Coach JobsFinancial Coach Jobs in Raleigh, NC

Financial Coach information

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$5

$22

$28

How much do financial coach jobs pay per hour?

As of Jun 14, 2026, the average hourly pay for 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.

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 Raleigh, NC? The most popular types of Financial Coach jobs in Raleigh, NC are:
What are popular job titles related to Financial Coach jobs in Raleigh, NC? For Financial Coach jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Financial Coach jobs in Raleigh, NC look for? The top searched job categories for Financial Coach jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Financial Coach jobs? Cities near Raleigh, NC with the most Financial Coach job openings:
Financial Coach jobs near you
Infographic showing various Financial Coach job openings in Raleigh, NC as of June 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $46,555 per year, or $22.4 per hour.
Financial Professional - NC, Raleigh (5234)

Financial Professional - NC, Raleigh (5234)

Equitable Advisors

Raleigh, NC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 13 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
  • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
  • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
  • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
  • Location: In-office presence required
  • Work-Life Balance: Flexible schedule to maximize productivity and personal time

Qualifications
Skills & Experience
  • Education: Bachelor's degree or equivalent skills and work experience
  • Licensing: State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes: values-driven with a track record of success and accomplishment
  • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
  • Mindset: entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration: ability to work with and learn from top performers
  • Work Authorization: must be authorized to work in the United States

Training & Development
  • FINRA Sponsorship: provided for required FINRA licensing
  • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
  • Virtual University: access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship: opportunities for joint work and mentorship
  • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development: access to Leadership Development School for those with management ambition
  • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program

Compensation & Benefits
  • Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
  • Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
  • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
  • Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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