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Financial Wealth Coach Jobs (NOW HIRING)

HUB

FinPath Financial Coach

Washington, DC

$65K - $68K/yr

Job Title: FinPath Financial Coach Location: Remote Reports To: Financial Coach Coordinator ... About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make ...

HB Wealth

Wealth Advisor

Towson, MD · On-site

$100K - $150K/yr

In this role, you will provide financial planning, perform client analyses, and make ... Trains, coaches, and/or mentors Associates and Senior Associates. * Contributes to the Team ...

HB Wealth

Wealth Advisor

Towson, MD

$100K - $150K/yr

In this role, you will provide financial planning, perform client analyses, and make ... Trains, coaches, and/or mentors Associates and Senior Associates. * Contributes to the Team ...

rebel Financial

Financial Coach

Groveport, OH · On-site

$45K - $60K/yr

We believe wealth management should empower people at every level, not just the wealthy few. That ... Position Overview The Financial Coach role is your entry point into a fulfilling career as a ...

Leland

Wealth Management Careers Coach

$16.50 - $19.25/hr

We're seeking an experienced wealth management careers coach to work with students and ... This role includes teaching core skills in financial planning, investment strategy, retirement ...

rebel Financial

Financial Coach

Groveport, OH · On-site

$45K - $60K/yr

We believe wealth management should empower people at every level, not just the wealthy few. That ... Position Overview The Financial Coach role is your entry point into a fulfilling career as a ...

rebel Financial

Financial Coach

Groveport, OH · On-site

$500 - $10K/mo

We believe wealth management should empower people at every level, not just the wealthy few. That ... Position Overview The Financial Coach role is your entry point into a fulfilling career as a ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA

The Associate Wealth Advisor also provides coaching and guidance on financial planning methodologies and firm-specific processes while supporting the continued development of the advisory team. Job ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

The Associate Wealth Advisor also provides coaching and guidance on financial planning methodologies and firm-specific processes while supporting the continued development of the advisory team. Job ...

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Financial Wealth Coach information

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How much do financial wealth coach jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for financial wealth 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 wealth coach?

A Financial Wealth Coach is a professional who helps individuals and families set and achieve their financial goals through education, guidance, and personalized strategies. Unlike financial advisors who often focus on investment products, wealth coaches concentrate on building healthy financial habits, budgeting, debt management, and long-term planning. They support clients in understanding their relationship with money and empower them to make informed decisions to grow and protect their wealth. By working with a financial wealth coach, clients can gain clarity, confidence, and accountability in managing their finances.

How does a financial wealth coach typically collaborate with clients to develop personalized financial plans?

A Financial Wealth Coach works closely with clients to understand their unique financial goals, challenges, and current financial situation. Through one-on-one meetings, coaches guide clients in setting realistic objectives, identifying spending patterns, and creating actionable plans for saving, investing, and debt management. Regular check-ins and progress reviews are common, allowing the coach to adjust strategies as clients’ needs evolve. Effective collaboration relies on strong communication skills, empathy, and ongoing education to empower clients to make informed financial decisions.

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

To thrive as a Financial Wealth Coach, you need a solid understanding of personal finance, investment strategies, and financial planning, often supported by a degree in finance or a related field and certifications such as CFP or AFC. Familiarity with financial planning software, budgeting tools, and CRM systems is typically required. Outstanding interpersonal skills, active listening, and the ability to motivate clients are crucial to building trust and driving behavior change. These skills enable coaches to provide tailored advice, foster long-term client relationships, and help individuals achieve their financial goals.

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

AspectFinancial Wealth CoachFinancial Advisor
CredentialsCertifications like CFP, ChFC, or coaching certificationsCFP, CFA, or other financial planning licenses
Work EnvironmentOne-on-one coaching, workshops, online platformsClient meetings, investment management, financial planning firms
Employer & IndustryPersonal coaching, wellness, financial educationFinancial services, investment firms, banks

Financial Wealth Coaches focus on personal financial education, mindset, and goal-setting, often providing guidance without managing investments. Financial Advisors typically offer comprehensive financial planning and investment management. While both roles require certifications like CFP, their work environments and client interactions differ significantly.

What are popular job titles related to Financial Wealth Coach jobs?

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

Infographic showing various Financial Wealth Coach job openings in the United States as of September 2026, with employment types broken down into 33% Full Time, and 67% Contract. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $47,895 per year, or $23 per hour.

Financial Advisor- Wealth Management

Woodbury, NY • On-site

Center for Wealth Preservation
Finance and Insurance • 1 - 10 employees
Learn more about Center for Wealth Preservationexternal

$75K - $250K/yr

Full-time

Re-posted 11 days ago

Job description

Job Description
Financial Advisor- Wealth Management
Position Summary
Center for Wealth Preservation (CWP) is seeking 1-2 Junior Financial Advisors to join our growing wealth management team. This role is designed for an early-career financial professional who is looking to build a long-term career in investments, financial planning, and client advisory services while working alongside experienced advisors and investment professionals.
The Junior Financial Advisor will be an integral member of an advisor team, supporting the investment and wealth management needs of clients while gaining hands-on experience in portfolio analysis, client relationships, financial planning, and practice development. This position provides the opportunity to learn from experienced professionals, develop technical investment skills, and grow into a successful full-service financial advisor.
Key Responsibilities
Investment & Wealth Management Support
  • Support senior advisors and investment professionals in delivering comprehensive wealth management solutions to clients.
  • Assist with investment research, portfolio reviews, market analysis, and preparation of client meeting materials.
  • Support the development and implementation of investment strategies aligned with client goals, risk tolerance, and financial objectives.
  • Monitor client portfolios and assist with account reviews, investment recommendations, and ongoing portfolio management.
  • Gain exposure to retirement planning, asset allocation, investment products, and long-term financial strategies.
Client Service & Relationship Management
  • Participate in client meetings alongside experienced advisors to understand client needs and deliver exceptional service.
  • Assist with client onboarding, account maintenance, and preparation of client documentation.
  • Build strong client relationships through proactive communication, responsiveness, and attention to detail.
  • Partner with internal teams to ensure a seamless client experience.
Team Collaboration & Professional Development
  • Work closely with advisors, Managing Directors, and investment professionals to support team objectives and client outcomes.
  • Participate in team meetings, coaching sessions, and professional development opportunities.
  • Learn best practices in investment management, financial planning, relationship building, and practice growth.
  • Develop the skills necessary to progress toward becoming a successful career advisor.
Business Growth & Advisor Development
  • Build foundational skills in networking, relationship management, and client acquisition strategies.
  • Learn how successful advisors grow sustainable practices through referrals, financial education, and exceptional client experiences.
  • Participate in firm initiatives focused on growth, retention, and client engagement.
  • Work toward obtaining required industry licenses and continuing education requirements.
Ideal Candidate Profile
CWP is seeking candidates who are early in their financial services career and are looking for an opportunity to grow within a collaborative advisor team environment.
Ideal candidates may include:
  • Early-career financial professionals with experience in wealth management, investments, insurance, banking, or related financial services.
  • Candidates with approximately 0-5 years of experience who are looking to continue developing their advisory career.
  • Local candidates interested in building their career within the Long Island financial services community.
  • Individuals who are analytical, relationship-focused, coachable, and motivated to grow professionally.
  • Professionals who enjoy working collaboratively and contributing to a team-based advisory practice.
Qualifications
  • Bachelor's degree in Finance, Business, Economics, Accounting, or a related field preferred.
  • 0-5 years of experience in financial services, investments, insurance, client service, or a related field.
  • Strong interest in investment management, financial planning, and wealth management.
  • Excellent analytical, communication, and relationship-building skills.
  • Ability to work effectively in a team environment while taking ownership of responsibilities.
  • Strong attention to detail and ability to manage multiple priorities.
  • Entrepreneurial mindset with a desire to learn and grow within the financial services industry.
  • Commitment to obtaining required licenses and continuing professional development.
Career Growth Opportunity
CWP provides Junior Financial Advisors with the opportunity to learn from experienced advisors, develop investment expertise, and build the foundation for a successful career in wealth management. Through mentorship, coaching, and hands-on experience, this role offers a clear pathway toward becoming a full-service Financial Advisor.

Apply