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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.

Balance

Bilingual Financial Coach

San Francisco, CA · On-site

$30.25 - $31.25/hr

In partnership with the EJC, Balance delivers San Francisco Financial Coaching, providing free, confidential, one-on-one financial counseling to individuals who live, work, or receive services in San ...

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Balance

Bilingual Financial Coach

San Francisco, CA · On-site

$30.25 - $31.25/hr

In partnership with the EJC, Balance delivers San Francisco Financial Coaching, providing free, confidential, one-on-one financial counseling to individuals who live, work, or receive services in San ...

NFP

Bilingual Financial Coach (Spanish)

Plymouth, MN · On-site

$70K - $115K/yr

The Financial Coach will provide employee education and leverage our proprietary financial wellness platform, NFP Financial Education, to help employees and create relationships and opportunities for ...

Brighton Center Inc

Financial Wellness Coach

Newport, KY · On-site

$39K - $41K/yr

Provide financial coaching services, assess housing affordability, and connect families to community resources. Facilitate Financial Education, Homeownership workshops, and one-on-one sessions to ...

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cdcb

Housing Advisor & Financial Coach

Brownsville, TX · On-site

$35K - $40K/yr

Summary The Housing Advisor/Financial Coach's responsibility is to provide participants with financial coaching and housing counseling to assist them to achieve financial security and build financial ...

cdcb

Housing Advisor & Financial Coach

Brownsville, TX · On-site

$35K - $40K/yr

Summary The Housing Advisor/Financial Coach's responsibility is to provide participants with financial coaching and housing counseling to assist them to achieve financial security and build financial ...

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Financial Coach information

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$23

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How much do financial coach jobs pay per hour?

As of Jul 6, 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.

How much money can you make as a financial coach?

Financial coaches typically earn between $40,000 and $75,000 annually, depending on experience, location, and client base. Experienced coaches with certifications and specialized skills can earn higher incomes, especially if they run their own practice or work with high-net-worth clients.

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 services firms, non-profits, and as independent practitioners, 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 clients improve their financial health by assessing their current financial situation, setting goals, and developing personalized plans to manage debt, savings, and investments. They often provide education on budgeting, credit, and financial strategies, and may hold sessions in person or virtually. Certification from organizations like the AFCPE or CFP Board can enhance credibility in this role.

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 through working in finance or counseling roles can also be beneficial before starting as a financial coach.

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.

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Financial Coach jobs near you
Financial Coach Specialist

Financial Coach Specialist

Archdiocese of Detroit

Pontiac, MI • On-site

Part-time

PTO

Posted 29 days ago

Job description

POSITION SUMMARY
Under the direction of the Director of La Casa Amiga Community Programs, The Financial Coach is responsible for coordinating and delivering financial education and career coaching to participants enrolled in LCA programs. The Financial Coach works with bilingual Latino individuals to help them gain the skills, knowledge, and resources needed for successful careers in the finance industry. This role combines financial coaching with program coordination, ensuring participants are adequately prepared for job placement and long-term financial stability. the Financial Coach Specialist provides individualized and group financial coaching for participants to help them reach target goals including credit score, budgeting, saving, utilization of affordable financial services, and asset development. This position works directly with families/individuals to ensure that families reach their educational, financial and asset goals.
Qualifications, Knowledge, Skills & Abilities
  • Bachelor's Degree in Education, Accounting or related field; financial coaching experience preferred
  • Proficiency in English and Spanish; excellent interpersonal, written and verbal communication skills
  • Demonstrate organizational skills, with the ability to multi-task
  • Knowledge of Microsoft Office software including Word and Excel
  • Highly motivated self-starter
  • Demonstrate ability to interact effectively and confidently with individuals at all socio-economic levels that utilize Hispanic & Newcomer Outreach support
  • Ability to work independently and as a productive team member
  • Excellent mathematical skills and reasoning ability
  • Successful completion of initial and on-going employment screens, including, but not limited to criminal background, sex offender, drug screen, OIG, valid Michigan driver's license, abuse and neglect and vehicle record check as required

Essential Duties and Responsibilities
  • Coordinate the Latinos in Finance Program, ensuring that training schedules, workshops, and events run smoothly.
  • Manage participant enrollment, tracking their progress throughout the program, including course completion and job placement.
  • Work closely with financial institutions to arrange networking events, job fairs, and internships for program participants.
  • Organize and maintain program resources, such as materials for financial education, job search support, and soft skills training.
  • Provide one-on-one financial coaching to program participants, helping them create personalized financial plans, set goals, and build healthy financial habits.
  • Educate participants on budgeting, credit building, savings, and debt management, tailoring advice to their unique financial situations.
  • Offer guidance on accessing financial services, such as banking, loans, and investments, to empower participants to make informed decisions.
  • Assist participants with resume building, interview preparation, and job search strategies.
  • Provide coaching on career development, including soft skills training, workplace professionalism, and goal setting for career advancement.
  • Connect participants with local employers in the financial sector, facilitating job placements and internships.
  • Engage in community outreach to recruit participants for the Latinos in Finance Program, particularly within the bilingual Latino community.
  • Build partnerships with community organizations, local businesses, and financial institutions to promote the program and expand its impact.
  • Maintain accurate records of participant progress, financial coaching sessions, and job placement outcomes.
  • Provide regular updates and reports to the Program Director on participant achievements, challenges, and program metrics.
  • Ensure program compliance with grant requirements and contribute to grant reporting as needed.
  • Resource development: Identify and refer participants to other resources and services needed to achieve their financial goals. Identify, cultivate, and maintain relationships with key community partners.
  • Adhere to the Mission, Values and Vision of CCSEM and the values and teachings of the Catholic Church.
  • Performs other related duties as assigned by Director of La Casa Amiga Community programs

Position Classification, Type & Expected Hours of Work:
This is 25 Hrs. part time non-exempt position. Core days and hours of work are Monday through Friday. This position may include evening and weekend obligations. This is a year-round position, eligible for paid time off (PTO).
Interested candidates are encouraged to apply by submitting their resume and cover letter to the HR Manager at naidoos@ccsem.org.

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