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Financial Literacy Coach Jobs (NOW HIRING)

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Instructional - 2026-2027 - Personal Financial Literacy

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Financial Literacy Coach information

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$23.5K

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$96K

How much do financial literacy coach jobs pay per year?

As of Aug 12, 2026, the average yearly pay for financial literacy coach in the United States is $61,538.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,500.00 and $67,000.00 per year, depending on experience, location, and employer.

What is a financial literacy coach?

A Financial Literacy Coach is a professional who helps individuals or groups improve their understanding of financial concepts and develop money management skills. They provide guidance on budgeting, saving, debt management, credit, and other personal finance topics. Their goal is to empower clients to make informed financial decisions and achieve greater financial stability. Financial Literacy Coaches may work independently, for nonprofit organizations, or as part of educational institutions.

Is there a demand for a financial literacy coach?

There is growing demand for financial literacy coaches as individuals and organizations seek to improve financial knowledge and skills. These professionals are often employed by schools, non-profits, or work independently, and demand increases with increased focus on personal finance education and financial wellness programs.

What does a financial literacy coach do?

A financial literacy coach helps individuals improve their understanding of personal finance topics such as budgeting, saving, debt management, and investing. They provide education, guidance, and strategies to enhance financial skills, often working with clients one-on-one or in group settings and may use tools like financial assessments or educational materials.

What skills and qualifications are needed to thrive as a financial literacy coach?

To thrive as a Financial Literacy Coach, you need a solid understanding of personal finance concepts, budgeting, and financial planning, often supported by a degree in finance, economics, or a related field. Familiarity with financial education tools, budgeting software, and relevant certifications like AFC (Accredited Financial Counselor) is highly beneficial. Strong communication, patience, and motivational skills help tailor financial advice to diverse clients and promote positive behavioral change. These skills are crucial for empowering individuals to make informed financial decisions and achieve greater financial stability.

What is the difference between Financial Literacy Coach vs Financial Advisor?

AspectFinancial Literacy CoachFinancial Advisor
CredentialsMay hold certifications like CFP, but often no formal licensingLicensed and certified, e.g., CFP, CFA
Work EnvironmentEducational settings, community programs, online platformsPrivate firms, banks, investment companies
Employer & IndustryEducational and nonprofit sectors, financial education organizationsFinancial services industry, wealth management
Primary FocusImproving financial knowledge and habitsProviding personalized financial planning and investment advice

While both roles focus on financial well-being, a Financial Literacy Coach primarily educates and empowers individuals to understand personal finance, whereas a Financial Advisor offers tailored financial planning and investment strategies. The coach emphasizes education, often without formal licensing, while the advisor provides professional financial services with certification requirements.

How does a financial literacy coach collaborate with clients and other professionals to create effective financial education plans?

A Financial Literacy Coach works closely with clients to assess their unique financial situations, set achievable goals, and develop personalized education plans. They often collaborate with other professionals, such as financial advisors, social workers, or community organizations, to provide comprehensive support and resources. Regular check-ins and workshops are common, allowing coaches to track client progress and adjust strategies as needed. This collaborative approach ensures clients receive holistic guidance tailored to their needs.

How much money do financial literacy coaches make?

Financial literacy coaches typically earn between $40,000 and $70,000 annually, depending on experience, location, and whether they work independently or for organizations. Salaries can vary based on certifications, client base, and the scope of services offered.
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Financial Literacy Coach jobs near you
Infographic showing various Financial Literacy Coach job openings in the United States as of August 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $61,538 per year, or $29.6 per hour.

Financial Coach (Thurston)

America Works of New York Inc

Seattle, WA

$62K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Job description

Job Title: Financial Coach (Thurston)
Location: Based Lacey, WA with some travel required
Schedule: Monday–Friday, Full-Time (Day Shift, In-Person)
Compensation: $62,000 Annual Salary

Position Summary

America Works of Washington, Inc., a socially conscious organization committed to helping individuals achieve economic self-sufficiency, is seeking a Financial Coach to support participant financial stability, financial empowerment, and long-term economic mobility within a workforce development program serving Thurston County, WA.

The Financial Coach provides participant-centered financial coaching to help individuals identify and overcome financial barriers, develop financial goals, strengthen financial confidence, and build strategies related to budgeting, savings, credit building, debt management, benefits navigation, and asset development.

Working as part of the Career Success Team, the Financial Coach collaborates with Career Coaches, Eligibility Specialists, employers, training providers, and community partners to provide coordinated support that helps participants achieve employment success, retention, and long-term financial security.

The ideal candidate enjoys working directly with people, building relationships, and helping individuals develop practical strategies to improve their financial well-being. Experience in financial coaching, personal finance, case management, benefits navigation, customer service, workforce development, social services, or other participant-focused roles is valued.

Women, minorities, bilingual or multilingual candidates, and individuals with lived experience navigating financial or employment barriers are encouraged to apply.

Duties and Responsibilities

Financial Coaching & Participant Support

Provide one-on-one financial coaching and support to program participants.

Conduct financial assessments to understand participant income, expenses, financial goals, barriers, and areas for support.

Help participants develop individualized financial action plans with goals, strategies, resources, and follow-up steps.

Support participants with budgeting, savings strategies, credit building, debt management, and improving financial confidence.

Provide ongoing coaching, encouragement, accountability, and problem-solving support to help participants achieve their goals.

Build trusting, respectful, and culturally responsive relationships with participants.

Benefits Navigation & Financial Stability

Support participants in understanding and accessing income supports and basic needs resources, including TANF, SNAP, housing assistance, transportation assistance, and other community resources.

Help participants understand how changes in employment and income may impact benefits and household financial stability.

Assist participants in identifying resources and strategies to overcome financial barriers that may impact employment success.

Provide guidance on financial planning during career transitions, increased income, and changes in household circumstances.

Asset Building & Financial Empowerment

Support eligible participants with Matched Savings Investment Accounts (MISA) and other asset-building opportunities.

Help participants develop savings goals, establish savings habits, and understand strategies for building long-term financial stability.

Provide education related to asset building, financial planning, and economic mobility.

Track participant progress toward financial goals and celebrate milestones.

Financial Literacy & Workshops

Facilitate financial literacy workshops and group education sessions as needed.

Provide education on topics such as:

Budgeting and spending plans

Savings strategies

Credit building and credit management

Debt reduction

Banking products

Identity theft prevention

Benefits planning

Asset building

Adapt financial education materials to meet the needs of diverse participant populations.

Career Success Team Collaboration

Collaborate with Career Coaches and the Career Success Team to provide integrated employment and financial support.

Coordinate services to ensure financial goals align with participant career plans and employment goals.

Participate in case reviews, team meetings, and coordinated service planning.

Connect participants with internal programs, community resources, employers, training providers, and supportive services.

Documentation & Compliance

Maintain accurate participant records, financial assessments, case notes, and service documentation.

Complete timely data entry and track participant goals, progress, outcomes, and milestones.

Maintain confidentiality and follow program policies, funding requirements, and documentation standards.

Support reporting requirements by documenting participant achievements, outcomes, and success stories.

Community Engagement

Develop positive relationships with community organizations, financial institutions, and service providers.

Represent the organization professionally at partner meetings, outreach events, and community activities.

Identify resources and partnerships that support participant financial stability and success.

Qualifications

Associate or bachelor’s degree in finance, business, human services, social work, workforce development, counseling, education, or a related field preferred; equivalent combination of education, training, and relevant experience will be considered.

Experience providing financial coaching, case management, customer service, benefits navigation, workforce development, social services, or other participant-focused support preferred.

Understanding of personal finance concepts, including budgeting, savings, credit building, debt management, and financial goal setting.

Ability to understand and navigate income supports and basic needs resources, including TANF, SNAP, housing assistance, transportation resources, and other community supports.

Strong verbal and written communication skills with the ability to explain financial concepts clearly to individuals and groups.

Ability to build trusting relationships with individuals from diverse backgrounds and support participants facing financial or employment barriers.

Strong organizational skills with the ability to manage multiple priorities, maintain accurate documentation, and meet deadlines.

Ability to adapt to changing tasks, priorities, and participant needs.

Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint.

Familiarity with CRM systems, client management systems, Microsoft Teams, SharePoint, or similar platforms preferred.

Ability to facilitate workshops or group education sessions preferred.

Bilingual or multilingual communication skills preferred, particularly languages relevant to the communities served.

Ability to work onsite and provide in-person services to participants.

Benefits

Comprehensive Medical, Dental, and Vision Insurance

Generous Paid Time Off Package

401(k) with Employer Matching After One Year

Great team environment and work-life balance

Opportunity to support a meaningful mission helping individuals achieve self-sufficiency through employment

Apply