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Financial Wellbeing Coach Jobs (NOW HIRING)

Desert Financial Credit Union

Teller - Chandler

Chandler, AZ · On-site

$15.75 - $19.75/hr

They focus on service excellence and financial wellbeing by building trust through member ... Pursue continuous learning and development by participating in coaching, feedback sessions, and ...

Desert Financial Credit Union

Teller - Hayden

Scottsdale, AZ · On-site

$16.25 - $20.25/hr

They focus on service excellence and financial wellbeing by building trust through member ... Pursue continuous learning and development by participating in coaching, feedback sessions, and ...

Vanguard Group

Financial Advisor Manager

Malvern, PA · On-site

Lead, coach, and mentor a team of Financial Advisors serving HNW clients ($2M-$5M in assets ... To work for the long-term financial wellbeing of our clients. To lead through product and services ...

Vanguard Group

Financial Advisor Manager

Malvern, PA · On-site

Lead, coach, and mentor a team of Financial Advisors serving HNW clients ($2M-$5M in assets ... To work for the long-term financial wellbeing of our clients. To lead through product and services ...

Vangard, Inc.

Financial Advisor Manager

Malvern, PA · On-site

Lead, coach, and mentor a team of Financial Advisors serving HNW clients ($2M-$5M in assets ... To work for the long-term financial wellbeing of our clients. To lead through product and services ...

Vangard, Inc.

Financial Advisor Manager

Malvern, PA

Lead, coach, and mentor a team of Financial Advisors serving HNW clients ($2M-$5M in assets ... To work for the long-term financial wellbeing of our clients. To lead through product and services ...

Vanguard

Manager, Financial Advisors

Dallas, TX

This role focuses on developing advisor talent through coaching, performance management, and ... To work for the long-term financial wellbeing of our clients. To lead through product and services ...

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Financial Wellbeing Coach information

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$5

$23

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How much do financial wellbeing coach jobs pay per hour?

As of Jul 2, 2026, the average hourly pay for financial wellbeing 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 the difference between Financial Wellbeing Coach vs Financial Advisor?

AspectFinancial Wellbeing CoachFinancial Advisor
CredentialsCertifications like CFP, CFP® or coaching certificationsCFP®, CFA, or other financial planning licenses
Work EnvironmentOne-on-one coaching, workshops, online platformsClient meetings, investment planning, portfolio management
Employer & IndustryFinancial wellness programs, coaching firms, HR departmentsFinancial planning firms, banks, investment companies

Financial Wellbeing Coaches focus on improving clients' overall financial health through coaching and education, often without providing specific investment advice. Financial Advisors, on the other hand, offer personalized investment and financial planning services. Both roles require certifications, but their work environments and client interactions differ significantly.

What is a Financial Wellbeing Coach?

A Financial Wellbeing Coach is a professional who helps individuals develop healthy financial habits, manage their money more effectively, and achieve their financial goals. They provide personalized guidance on budgeting, saving, reducing debt, and understanding financial products. Unlike financial advisors, they typically do not sell financial products or give investment advice but focus on education and behavioral change. Their primary aim is to empower clients to feel more confident and secure in their financial decisions.

What are the key skills and qualifications needed to thrive as a Financial Wellbeing Coach, and why are they important?

To thrive as a Financial Wellbeing Coach, you need strong financial literacy, counseling skills, and typically a background in finance, education, or counseling. Familiarity with budgeting tools, financial planning software, and certifications like Accredited Financial Counselor (AFC) or Certified Financial Planner (CFP) are often valued. Excellent communication, empathy, and problem-solving abilities help coaches build trust and tailor advice to individual client needs. These skills are crucial for empowering clients to make informed financial decisions and achieve lasting financial stability.

How does a Financial Wellbeing Coach typically collaborate with other departments to support clients?

Financial Wellbeing Coaches often work closely with human resources, benefits teams, and sometimes external partners to provide holistic support for clients. They may coordinate with HR to understand employee benefits and resources, or collaborate with counselors and wellness coordinators to ensure clients receive comprehensive guidance. This teamwork helps coaches tailor their advice, address specific financial challenges, and connect clients with additional support when needed. Building strong relationships with these departments is key to effectively addressing the diverse financial needs of clients.
More about Financial Wellbeing Coach jobs
What cities are hiring for Financial Wellbeing Coach jobs? Cities with the most Financial Wellbeing Coach job openings:
What states have the most Financial Wellbeing Coach jobs? States with the most job openings for Financial Wellbeing Coach jobs include:
What job categories do people searching Financial Wellbeing Coach jobs look for? The top searched job categories for Financial Wellbeing Coach jobs are:
Financial Wellbeing Coach jobs near you
Infographic showing various Financial Wellbeing Coach job openings in the United States as of June 2026, with employment types broken down into 3% As Needed, 30% Full Time, 62% Part Time, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $47,895 per year, or $23 per hour.
Teller - Moon Valley

Teller - Moon Valley

Desert Financial Credit Union

Phoenix, AZ

$15.75 - $19.75/hr

Full-time

Posted 7 days ago

Desert Financial Credit Union rating

7.5

Company rating: 7.5 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

Job description

Tellers contribute to the success of the credit union and its members by delivering accurate, efficient, and exceptional service experiences. They focus on service excellence and financial wellbeing by building trust through member transactions, handling cash responsibly, and engaging in basic consultative conversations to identify member needs. Tellers exemplify Desert Financial’s dedication to outstanding service by performing every transaction with precision, adhering to operational and compliance standards, and providing courteous, solutions-oriented support to every member. As key members of the branch team, they build foundational knowledge of credit union products and services while developing the skills to support members’ financial wellbeing, promote self-service adoption, and maintain a welcoming, inclusive branch environment.

What you will do here:

Build trusted member relationships by welcoming members to the branch, managing lobby traffic and appointment scheduling, and providing courteous, professional, and solutions-oriented support that fosters long-term trust.

Deliver accurate, compliant, and professional service by processing member transactions such as deposits, withdrawals, check payments, and account servicing with precision and care. Uphold operational standards, follow compliance policies, take ownership of issue resolution, and act promptly on potential fraud or security concerns.

Engage members in consultative conversations to identify member financial needs, provide basic financial guidance, and submit qualified referrals that support member financial wellbeing and deepen relationships.

Use and promote digital tools and CRM systems to accurately complete transactions, maintain data integrity, and assist members in adopting self-service options for convenience and engagement.

Pursue continuous learning and development by participating in coaching, feedback sessions, and cross-training opportunities to enhance personal performance and support branch goals.

Other duties as assigned.

What you will need:

High School Diploma or GED required.

1+ years of experience in Sales and Service required.

Previous experience with cash handling preferred.

Previous financial institution experience preferred.

Demonstrates a high level of accuracy and focus in processing transactions, maintaining records, and adhering to procedures; recognizes and resolves discrepancies proactively required.

Displays genuine care, patience, and professionalism in every interaction; recognizes member emotions and responds appropriately to build trust and strengthen relationships required.

Adapts quickly to evolving processes, technologies, and priorities while maintaining a positive and solutions-focused mindset in a fast-paced, dynamic environment required.

Communicates clearly and confidently; actively listens to understand member needs and convey information accurately required.

Contributes positively to branch goals through teamwork, communication, and shared accountability; supports peers and fosters a cooperative, inclusive environment required.

Demonstrates comfort with technology and eagerness to learn new systems or tools; embraces ongoing feedback and professional growth opportunities required.

Notary – State Certification within 30 days preferred.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.

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