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Financial Wellness Coach Jobs (NOW HIRING)

Wellness Coach (Mill Creek)

Everett, WA

$16 - $21.75/hr

Current knowledge of wellness and trends to provide effective information and support to members ... Follows budgeting policies and procedures, and reports all financial irregularities immediately

Creating and maintaining financial wellness content, including articles, videos, and curriculum, and collaborate across teams to support individualized coaching and broader Financial Wellness ...

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Financial Wellness Coach information

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$5

$23

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How much do financial wellness coach jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for financial wellness 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 Wellness Coach vs Financial Advisor?

AspectFinancial Wellness 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 education firms, wellness programs, non-profitsBanks, investment firms, independent practices

Financial Wellness Coaches focus on improving clients' financial habits and knowledge through coaching and education, often without managing investments. Financial Advisors provide comprehensive financial planning, including investment management and estate planning. While both roles aim to enhance financial health, their scope and credentials differ, with Coaches emphasizing behavioral change and Advisors offering investment advice.

What are the typical challenges faced by Financial Wellness Coaches when supporting clients, and how are these addressed?

Financial Wellness Coaches often encounter clients who are anxious about their finances or hesitant to discuss their money habits openly. A common challenge is helping individuals overcome emotional barriers and build trust, so they feel comfortable sharing sensitive information. Coaches address this by fostering a non-judgmental environment, employing active listening, and using motivational interviewing techniques to guide clients toward achievable goals. Collaborating closely with clients, they tailor action plans and provide ongoing encouragement to help clients stay motivated and accountable.

What is a Financial Wellness Coach?

A Financial Wellness Coach is a professional who helps individuals and families improve their financial health by providing guidance on budgeting, saving, debt management, and financial planning. They work with clients to set realistic financial goals and create strategies to achieve them, offering support and accountability along the way. Unlike financial advisors who may focus on investments, financial wellness coaches emphasize everyday money management and behavior change to build long-term financial stability.

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

To thrive as a Financial Wellness Coach, you need a solid understanding of personal finance, budgeting, and debt management, often supported by a degree in finance, business, or a related field. Familiarity with financial planning software, budgeting tools, and certifications such as AFC (Accredited Financial Counselor) or CFP (Certified Financial Planner) is typically required. Strong interpersonal skills, active listening, and the ability to motivate and educate clients are standout soft skills in this role. These skills and qualifications are crucial for effectively empowering clients to achieve financial stability and meet their financial goals.
More about Financial Wellness Coach jobs
What states have the most Financial Wellness Coach jobs? States with the most job openings for Financial Wellness Coach jobs include:
What job categories do people searching Financial Wellness Coach jobs look for? The top searched job categories for Financial Wellness Coach jobs are:
Health & Wellness Coach (4683)

Health & Wellness Coach (4683)

LIFELONG MEDICAL CARE

Oakland, CA • On-site

$22.88 - $23/hr

Full-time

Posted 21 days ago


Job description

SUMMARY: 

The Health and Wellness Coach provides administrative support to psychosocial services staff and case management services to patients. The Health and Wellness Coach position reports to the Psychosocial Services Manager or another designee. 

This position is represented by SEIU-UHW. Salaries and benefits are set by a collective bargaining agreement (CBA), and an employee in this position must remain a member in good standing of SEIU-UHW, as defined in the CBA. 

JOB DUTIES: 

Care Coordination 

  • Primary Care coordination  

  • Tracks patients’ progress and alerts providers the need for enhanced services according to clinic prioritization 

  • Provides short term case management services 

  • Assists with patient specific barrier removal 

  • Eligibility determination to ensure access to community services 

  • Troubleshooting around medications, transportation, benefits 

  • Available to provide community accompaniment for vulnerable patients in collaboration with care team 

  • Tracks, manages, and facilitates specialty referrals to ensure patients successfully follow-up 

  • Makes appointments and completes reminder calls for primary care provider panel 

  • Assists with medication reconciliation 

  • Integration of care (Medical and Psychosocial) 

  • Accepts warm hand offs of patients between Medical and Behavioral Health providers to facilitate integration of care. 

  • Helps coordinates behavioral health referrals and collaborates with patient’s community behavior health providers 

  • Maintains active list of relevant community resources and places appropriate referrals 

  • Familiar with basic local housing and shelter resources for provision to patients 

Health coaching (patient self-management support) 

  • Coaches patients in self-management (e.g. medication adherence, lifestyle) 

  • Assists patients in developing and executing health-related action plans or behavior changes based on client goals 

  • Navigates problem-solving with patients as they encounter obstacles to achieving health-related goals 

  • Conducts brief interventions with patients regarding alcohol and tobacco use and other behavioral health issues as appropriate. 

Panel Management 

  • Maintains accurate provider panel in Electronic Health Record with active patient definition 

  • Maintains chronic disease registries and targets patients for chronic care management activities at regular intervals such as 

  • Retention in care 

  • Chronic disease related education referrals 

  • Chronic disease related preventative tasks (use of standing orders) 

Other Duties 

  • Actively participates in team meetings with internal staff and external partners 

  • Contributes to clinic quality improvement planning and implementation 

  • Responsible for data collection, entry and generation of reports 

  • Coordinates operation of special projects as assigned by supervisors 

JOB QUALIFICATIONS: 

  • Strong organizational, administrative and problem-solving skills, and ability to be flexible and adaptive to change while maintaining a positive attitude. 

  • Ability to prioritize tasks, work under pressure and complete assignment in a timely manner. 

  • Ability to effectively present information to others, including other employees, community partners and vendors. 

  • Ability to seek direction/approval from on essential matters, yet work independently with little onsite supervision, using professional judgment and diplomacy. 

  • Work in a team-oriented environment with a number of professionals with different work styles and support needs. 

  • Excellent interpersonal, verbal, and written skills and ability to effectively work with people from diverse backgrounds and be culturally sensitive. 

  • Conduct oneself in external settings in a way that reflects positively on LifeLong Medical Care as an organization of professional, confident and sensitive staff. 

  • Ability to see how one’s work intersects with that of other departments of LifeLong Medical Care and that of other partner organizations. 

  • Willingness to cross-train and perform the functions of financial eligibility, cashiering and telephone operations. 

  • Make appropriate use of knowledge/ expertise/ connections of other staff. 

  • Be creative and mature with a “can do”, proactive attitude and an ability to continuously “scan” the environment, identifying and taking advantage of opportunities for improvement. 

  • Commitment to working directly with low-income persons from diverse backgrounds, in a helpful, supportive manner. 

Job Requirements: 

  • Administrative experience in health or social service setting. 

  • Knowledge of East Bay health and social service resources. 

  • Previous work providing services to persons who are disabled, homeless, substance users, and/or psychologically impaired. 

  • Proficient in Microsoft office suite. 

Job Preferences: 

  • Bilingual in English/Spanish a plus 

  • Two years of experience with essential duties above. 

  • Bachelor’s Degree in Social Work, Health or Human Services field. 

  • Demonstrated ability and sensitivity to provide services to persons who are disabled, homeless, substance users, HIV (AIDS) infected, and/or psychologically impaired.