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Financial Coach Jobs (NOW HIRING)

VANTAGE CREDIT UNION

Financial Coach

Florissant, MO · On-site

$20 - $23/hr

Recommend alternative solutions and courses of action to existing and potential members who do not currently qualify for loans or other services based on their previous financial performance.

VANTAGE CREDIT UNION

Financial Coach

Festus, MO · On-site

$20 - $23/hr

Recommend alternative solutions and courses of action to existing and potential members who do not currently qualify for loans or other services based on their previous financial performance.

VANTAGE CREDIT UNION

Financial Coach

Ballwin, MO · On-site

$20 - $23/hr

Recommend alternative solutions and courses of action to existing and potential members who do not currently qualify for loans or other services based on their previous financial performance.

VANTAGE CREDIT UNION

Financial Coach

Festus, MO

$20 - $23/hr

Recommend alternative solutions and courses of action to existing and potential members who do not currently qualify for loans or other services based on their previous financial performance.

Balance

$21/hr

POSITION SUMMARY The position of the Financial Coach II will be responsible for answering questions and conducting coaching sessions via telephone, internet, as well as representing the organization ...

VANTAGE CREDIT UNION

Financial Coach

Ballwin, MO · On-site

$20 - $23/hr

Recommend alternative solutions and courses of action to existing and potential members who do not currently qualify for loans or other services based on their previous financial performance.

HUB

FinPath Financial Coach

Washington, DC · On-site

$65K - $68K/yr

Financial Coach Coordinator Compensation: $65,000-$68,000 salary plus 10-15% yearly discretionary bonus Scheduled Hours: Monday-Friday: 8:00am-5:00pm 3 days per week and 10:00am-7:00pm 2 days per ...

VANTAGE CREDIT UNION

Financial Coach

Florissant, MO · On-site

$20 - $23/hr

Recommend alternative solutions and courses of action to existing and potential members who do not currently qualify for loans or other services based on their previous financial performance.

Balance

Financial Coach II

Las Vegas, NV · Remote

$21/hr

POSITION SUMMARYThe position of the Financial Coach II will be responsible for answering questions and conducting coaching sessions via telephone, internet, as well as representing the organization ...

Branches, Inc

Coach, Financial wellness

Miami, FL · On-site

$45K - $50K/yr

The Financial Coach plays a critical role in advancing this mission by providing individualized financial coaching, financial education, case management, and resource navigation to participants.

BRANCHES INC

Coach, Financial wellness

Miami, FL

$45K - $50K/yr

The Financial Coach plays a critical role in advancing this mission by providing individualized financial coaching, financial education, case management, and resource navigation to participants.

BRANCHES INC

Coach, Financial wellness

Miami, FL · On-site

$45K - $50K/yr

The Financial Coach plays a critical role in advancing this mission by providing individualized financial coaching, financial education, case management, and resource navigation to participants.

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Financial Coach information

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How much do financial coach jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for financial coach in the United States is $23.03, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $26.92 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 salaries in entry-level positions or part-time roles.

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.
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States with the most job openings for Financial Coach jobs include:

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What are popular job titles related to Financial Coach jobs?

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

Financial Coach jobs near you
Infographic showing various Financial Coach job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $47,895 per year, or $23 per hour.

Financial Coach

VANTAGE CREDIT UNION

Florissant, MO • On-site

$20 - $23/hr

Full-time

Re-posted 9 days ago

Job description

JOB FUNCTIONS
  • Proactively and successfully meet individual sales and production goals as well as contribute to individual branch and overall credit union goals. Maximize opportunities to gain and grow member wallet. Recommend and refer cross-sell opportunities as appropriate.
  • Assist members with account and loan needs and inquiries. Ensure all required paperwork and information in the system is completed in an accurate and timely manner.
  • Participate in monthly call night activities through outbound calling efforts.
  • Recommend alternative solutions and courses of action to existing and potential members who do not currently qualify for loans or other services based on their previous financial performance.
  • Comply with credit union policies and government regulations by securely maintaining member information and records, coordinating efforts with audit, retail operations, compliance, credit resolutions, centralized lending, and quality assurance. Maintain confidentiality at all times.
  • Perform initial quality control assessments on loan and account documentation on their own work.
  • Assist the Member Care Center with answering calls during times of high call volume.
  • Consistently demonstrates a positive attitude, always respectful in interactions and has exceptional team player qualities. Cultivates strong, positive relationships with other areas of the credit union to create a cohesive, productive working environment.
  • Fosters and maintains exceptional culture within the branch and organization.
  • Performs other tasks as assigned.

KNOWLEDGE
  • Possesses ability for independent thinking that allows for identification of problems and corresponding solutions. Develops and executes action plans where needed.
  • Possesses a thorough knowledge of credit union operations, including loan and deposit products and departmental operations.
  • Keeps current with industry trends and changes in regulations.
  • Sensitive to the credit union philosophy, understands the difference between a credit union and a bank, and works with members based on their individual needs.

SKILLS
  • Sales - Actively interacts with existing and potential members to identify current and future financial needs, determines appropriate solutions and is successful in growing member wallet.
  • Time Management - Has the ability to process a large volume of work while maintaining member service standards. Possesses good ability to organize work, plan activities, prioritize tasks and meet deadlines/standards for work assigned. Must be flexible and have a strong ability to adapt to changing situations.
  • Interpersonal Skills - Interacts professionally and positively with others, cultivating positive relationships that further the goals of the credit union and meet member needs. Uses tact and diplomacy in difficult situations, approaching conflicts from a positive angle and striving to find a win-win solution by using sound negotiating skills. Works well with other team members to achieve group cohesiveness and objectives.
  • Communication - Expresses self honestly, positively, and professionally in both oral and written communication. Speaks correctly and uses correct grammar and spelling in all communications.
  • Dependability - Possesses strong sense of ownership and responsibility for financial center's operations. Displays integrity and high moral responsibility.
  • Technical - Displays a solid analytical ability, with the ability to be direct and ask discerning questions. Has a strong understanding of the various programs/software used in their position. Performs work accurately with a strong attention to detail.

EDUCATION AND EXPERIENCE
  • 1+ years of sales experience, preferably in a credit union.
  • Attendance of credit union industry seminars, workshops and conventions may be required. Ongoing professional development is expected.

PHYSICAL REQUIREMENTS
The position requires the following physical activities within varying environmental conditions:
  • Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period of time.
  • Occasional travel or moving from one office location to another or from one department to another at the headquarters building.
  • Occasional lifting, moving, or adjusting objects up to 20 pounds.
  • Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device.
  • Work will be in a commercially reasonable temperature-controlled environment.
  • Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow.

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