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Financial Mentor Jobs (NOW HIRING)

Bevel Financial

Financial Controller

Columbia, MO · Hybrid

Manage and mentor accounting/finance support staff, setting standards and reviewing output even where the Controller is not performing the work directly. * Partner with company leadership and other ...

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Financial Mentor information

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$31.5K

$71.6K

$115K

How much do financial mentor jobs pay per year?

As of Aug 23, 2026, the average yearly pay for financial mentor in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.

What is a financial mentor?

Financial Mentors are professionals who guide individuals or businesses in managing their finances, setting financial goals, and developing strategies to achieve those goals. Unlike financial advisors, mentors focus on education and empowerment, helping clients build financial literacy and confidence in their decision-making. They can assist with budgeting, debt management, saving strategies, and overall financial planning, often providing ongoing support and accountability.

What are some common challenges financial mentors face when working with clients and how can they effectively address them?

Financial Mentors often encounter clients who may feel anxious or overwhelmed about their financial situations, which can create barriers to open communication and progress. Building trust and rapport is key, as is providing clear, actionable guidance tailored to each individual's goals. Financial Mentors also need to stay updated on personal finance tools and resources to offer relevant, up-to-date advice. Collaborating with other professionals, such as credit counselors or tax advisors, may be necessary to provide comprehensive support. Patience, empathy, and strong communication skills help mentors effectively guide clients through their financial journeys.

What are the key skills and qualifications needed to thrive as a financial mentor, and why are they important?

To thrive as a Financial Mentor, you need a solid understanding of personal finance, budgeting, and financial planning, often supported by experience in finance or a related field. Familiarity with financial management software, spreadsheets, and sometimes certifications like AFC (Accredited Financial Counselor) can be beneficial. Strong interpersonal skills, patience, and the ability to communicate complex concepts clearly are essential for building trust and effectively guiding clients. These skills are crucial for empowering individuals to make informed financial decisions and achieve their financial goals.

What is the difference between Financial Mentor vs Financial Advisor?

AspectFinancial MentorFinancial Advisor
CredentialsTypically no formal certifications required; focus on guidance and supportOften holds certifications like CFP, CFA, or CPA
Work EnvironmentInformal, educational, and coaching settingsProfessional, client-facing financial planning firms or banks
Employer & Industry UsageUsed by individuals seeking personal financial guidance; less regulatedHired by clients for comprehensive financial planning and investment advice

Financial Mentors provide informal guidance and support to help individuals improve their financial literacy and habits, often without formal certifications. Financial Advisors, on the other hand, are licensed professionals offering personalized financial planning and investment advice. Both roles aim to assist with financial goals but differ in credentials, formality, and scope of services.

More about Financial Mentor jobs

What job categories do people searching Financial Mentor jobs look for?

The top searched job categories for Financial Mentor jobs are:

Financial Mentor jobs near you
Infographic showing various Financial Mentor 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 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.

Financial Education Specialist

Traction Forge Financial

Phoenix, AZ • On-site, Remote

Part-time

Re-posted 17 days ago

Job description

We at Traction Forge Financial ( utilizing the services of GFI) are currently expanding and seeking motivated, entrepreneurial-minded individuals who want to build a career in financial services while helping families plan for their financial future.

This is an opportunity to learn the industry, develop professional skills, and build your own client base within a supportive team environment.

No prior financial services experience is required - we provide training, mentorship, and licensing support.

What You'll Do:

As a Financial Services Professional, you'll work directly with individuals and families to help them develop strategies for retirement, protection, and long-term financial stability.

Responsibilities include:

  • Educating clients on retirement planning and wealth protection strategies
  • Conducting financial needs analyses
  • Recommending appropriate financial solutions based on client goals
  • Building long-term relationships with clients
  • Creating personalized financial strategies
  • Utilizing digital platforms to support the client experience
  • Continuing professional development and industry education

We are looking for individuals who are:

  • Motivated and self-driven
  • Entrepreneurial in mindset
  • Strong communicators who enjoy helping people
  • Interested in personal and professional growth
  • Coachable and open to mentorship
  • Willing to obtain financial licensing (training provided)
  • Prior experience in finance, sales, business, customer service, or entrepreneurship is helpful but not required.

What We Offer:

  • Career Development -

Clear pathway for growth, leadership opportunities, and the ability to build your own practice.

  • Comprehensive Training -

Hands-on mentorship, structured training programs, and support with required licensing.

  • Flexible Schedule -

Build your business with flexibility and work around your lifestyle.

  • Purpose-Driven Work -

Help families build stronger financial futures while developing your own professional career.

Job Details

Position: Entry-Level Financial Services Professional

Schedule: Flexible

Work Location: Remote / Work From Home


Application Qualifications:

Do you have a Life Insurance license? If no, are you willing to get one within 14 days?

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Employment Type: PART_TIME

Apply