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Financial Coach Jobs (NOW HIRING)

BMI Federal Credit Union

Financial Education Coach

Dublin, OH · On-site

$21.50 - $26.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This role is responsible for managing and growing the credit union's financial coaching and education initiatives. The individual in this position is responsible for providing personalized 1-on-1 ...

BMI Federal Credit Union

Financial Education Coach

Dublin, OH · On-site

$21.50 - $26.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This role is responsible for managing and growing the credit union's financial coaching and education initiatives. The individual in this position is responsible for providing personalized 1-on-1 ...

cdcb

Housing Advisor & Financial Coach

Brownsville, TX · On-site

$35K - $40K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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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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.

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.

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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 Success Coach

Traction Forge Financial

New Haven, CT • On-site, Remote

Part-time

Re-posted 26 days ago

Job description

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking ambitious, coachable individuals who are interested in building a career in financial services while helping families prepare for their future.

No previous financial industry experience is necessary. We provide training, mentorship, and licensing support to help you grow professionally and personally.

Key Responsibilities
  • Educate clients on financial protection and retirement strategies
  • Conduct financial needs assessments
  • Help clients develop personalized financial plans
  • Build strong, long-term client relationships
  • Utilize digital tools to support the client experience
  • Participate in ongoing training and professional development
Ideal Candidates
  • Motivated and self-disciplined
  • Strong communicators with a passion for helping others
  • Entrepreneurial and growth-minded
  • Coachable and team-oriented
  • Willing to obtain financial licensing

Experience in hospitality, sales, customer service, leadership, business, or finance is beneficial, but not required.

What We Offer
  • Flexible remote work opportunities
  • Comprehensive training and mentorship
  • Leadership and advancement potential
  • Supportive team culture
  • Opportunity to make a meaningful impact helping families pursue financial confidence
Requirements
  • Legal U.S. Resident, Citizen, or valid Work Permit with SSN
  • Life Insurance License preferred
    • Must be willing to obtain licensing within 14 days if not currently licensed
  • Soft background check required
Employment Type: PART_TIME

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