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Financial Wellness Coach Jobs (NOW HIRING)

Hanscom Federal Credit Union

Financial Coach

Dorchester, MA · On-site

$28.93 - $36.16/hr

Who you are - Financial Coach You are a dynamic, detail oriented, intuitive person with the ability ... Conduct financial wellness workshops, webinars, and seminars for members, both in-branch and online ...

Hanscom Federal Credit Union

Financial Coach

Dorchester, MA · On-site

$28.93 - $36.16/hr

Who you are - Financial Coach You are a dynamic, detail oriented, intuitive person with the ability ... Conduct financial wellness workshops, webinars, and seminars for members, both in-branch and online ...

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How much do financial wellness coach jobs pay per hour?

As of Jun 11, 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.

How much does a Dave Ramsey financial coach make?

A Financial Wellness Coach, including those following Dave Ramsey's methods, typically earns between $40,000 and $70,000 annually, depending on experience, location, and client base. Compensation may also include bonuses or commissions for reaching financial coaching goals.

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.

How much money do financial coaches make?

Financial wellness coaches typically earn between $40,000 and $70,000 annually, depending on experience, certifications, and location. Some coaches may earn higher incomes through private clients or by working for financial institutions, and many also offer virtual coaching services. Compensation can vary based on the scope of services and client base.

How much do Goldman Sachs financial wellness coaches make?

Financial wellness coaches at Goldman Sachs typically earn between $50,000 and $80,000 annually, depending on experience and location. Compensation may also include bonuses and benefits, and the role often requires strong communication and financial advising skills.

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.

What does a financial wellness coach do?

A financial wellness coach helps individuals improve their financial health by assessing their financial situation, setting goals, and developing personalized plans. They provide education on budgeting, saving, debt management, and financial strategies, often using tools like financial assessments and coaching sessions to support clients' progress.
More about Financial Wellness Coach jobs
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What job categories do people searching Financial Wellness Coach jobs look for? The top searched job categories for Financial Wellness Coach jobs are:
Financial Wellness Coach jobs near you

Associate-Level Financial Wellness Planner (Remote)

Traction Forge Financial

Miami, FL • Remote

Full-time

Posted 15 days ago

Job description

Associate-Level Financial Wellness Planner (Remote)Remote | Flexible Schedule | South Florida Growth Opportunity

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and looking for ambitious, high-energy individuals ready to build a lifestyle-driven career in financial services.

We're seeking motivated professionals who want moremore growth, more freedom, more income potential, and more control over their future. If you thrive in fast-paced environments, enjoy connecting with people, and want to build something meaningful, this opportunity was built for you.

No prior financial services experience is required, but always welcome. We will provide the training, mentorship, and licensing support needed to help you succeed.

What You'll Do
  • Help individuals and families create financial game plans for retirement and protection
  • Build and grow your own client network
  • Educate clients on wealth-building strategies and financial concepts
  • Utilize digital and virtual platforms to support clients
  • Develop long-term relationships and personal brand credibility
  • Participate in ongoing leadership and professional development
Who We're Looking For
  • Motivated self-starters with big goals
  • Strong communicators who thrive around people
  • Entrepreneurial and growth-focused individuals
  • Professionals who want flexibility without sacrificing income potential
  • Coachable individuals ready to level up personally and financially

Backgrounds in hospitality, education, luxury sales, fitness, customer service, real estate, or entrepreneurship are highly transferable and encouraged.

What We Offer
  • Flexible remote schedule
  • Performance-based income with uncapped growth potential
  • Comprehensive training and mentorship
  • Leadership and business-building opportunities
  • High-energy, growth-focused culture
  • Opportunity to create long-term income and lifestyle freedom
Requirements
  • Legal U.S. Resident, Citizen, or valid Work Permit with SSN
  • Life Insurance License preferred but not required.
    • Must be willing to obtain licensing within a reasonable timeline if not already obtained
  • Soft background check required

This is not a clock in and clock out career.
This is for individuals ready to think bigger, move faster, and build a future on their terms.