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Personal Finance Coach Jobs (NOW HIRING)

Sonic Automotive

Automotive Finance Manager

Orlando, FL · On-site

$90K - $110K/yr

The Automotive Finance Manager who we call Finance Coach ensures that the dealership meets its ... Paid vacation * Access to leadership and personal development programs * Casual dress code ...

Sonic Automotive

Automotive Finance Manager

Orlando, FL · On-site

$90K - $110K/yr

The Automotive Finance Manager who we call Finance Coach ensures that the dealership meets its ... Access to leadership and personal development programs * Casual dress code Qualifications ...

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Personal Finance Coach information

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$29.5K

$56.7K

$70.5K

How much do personal finance coach jobs pay per year?

As of Sep 9, 2026, the average yearly pay for personal finance coach in the United States is $56,712.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,000.00 and $64,000.00 per year, depending on experience, location, and employer.

What is a personal finance coach?

A personal finance coach is a professional who helps individuals and families manage their money more effectively. They provide guidance on budgeting, saving, debt reduction, and setting financial goals, but typically do not sell financial products or give investment advice. Instead, they focus on educating clients, building healthy financial habits, and creating personalized action plans. Their support is tailored to each client's unique situation, making financial management less overwhelming.

What are the key skills and qualifications needed to thrive as a personal finance coach?

To thrive as a Personal Finance Coach, you need a solid understanding of financial planning, budgeting, debt management, and typically a background in finance or a related certification such as AFC® (Accredited Financial Counselor) or CFP®. Familiarity with financial planning software, budgeting tools, and accounting systems is often required. Strong communication, empathy, and motivational skills help clients feel supported and empowered to achieve their financial goals. These skills ensure that clients receive accurate guidance, build trust, and are motivated to make lasting positive changes in their financial lives.

What are some common challenges a personal finance coach faces when working with clients, and how can these be addressed?

Personal Finance Coaches often encounter clients who feel overwhelmed by their financial situation or are resistant to changing long-standing habits. Building trust and rapport is essential to help clients feel comfortable discussing sensitive financial matters. Coaches can address these challenges by using empathetic listening, setting realistic goals, and providing ongoing support and accountability. Additionally, tailoring advice to each client's unique circumstances helps foster engagement and long-term success.

What is the difference between Personal Finance Coach vs Financial Advisor?

AspectPersonal Finance CoachFinancial Advisor
CredentialsCertifications like CFP, AFC, or no formal certificationCertifications such as CFP, CFA, or CPA
Work EnvironmentOne-on-one coaching, workshops, online platformsClient meetings, investment management, financial planning firms
Employer & IndustryIndependent, coaching firms, online platformsFinancial institutions, advisory firms, banks
Primary FocusBudgeting, debt reduction, financial habitsInvestment strategies, retirement planning, wealth management

While both roles help clients improve their financial health, a Personal Finance Coach primarily focuses on budgeting, habits, and debt management, often working independently or online. A Financial Advisor typically provides investment advice and comprehensive financial planning, often working within financial institutions. The choice depends on your financial goals and the type of guidance you seek.

How much money do personal finance coaches make?

Personal finance coaches typically earn between $40,000 and $80,000 annually, depending on experience, certifications, and client base. Some coaches charge hourly rates ranging from $50 to $200, and income can increase with specialization or a strong reputation.

How to become a personal finance coach?

To become a personal finance coach, individuals typically need a strong understanding of financial principles, which can be gained through education such as a degree in finance, accounting, or related fields. Certification programs like the Certified Financial Education Instructor (CFEI) or Accredited Financial Counselor (AFC) can enhance credibility. Building experience through financial advising, coaching, or related roles and developing strong communication skills are also important steps in establishing a career as a personal finance coach.

Is there a demand for personal finance coaches?

The demand for personal finance coaches has grown as more individuals seek guidance on budgeting, debt management, and financial planning. The profession is supported by increasing awareness of financial literacy and the availability of online coaching platforms, making it a viable career option for those with relevant certifications and skills in finance and communication.
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Cities with the most Personal Finance Coach job openings:

What states have the most Personal Finance Coach jobs?

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What are popular job titles related to Personal Finance Coach jobs?

For Personal Finance Coach jobs, the most frequently searched job titles are:

Personal Finance Coach jobs near you
Infographic showing various Personal Finance Coach job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $56,712 per year, or $27.3 per hour.

Automotive Finance Manager

Avondale, AZ • On-site

Sonic Automotive, Inc.
Motor Vehicle and Motor Vehicle Parts Wholesalers • 5 - 10K employees
Learn more about Sonic Automotive, Inc.external

$80K - $120K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 16 days ago

Sonic Automotive rating

5.8

Company rating: 5.8 out of 10

Based on 56 frontline employees who took The Breakroom Quiz

119th of 160 rated car dealerships

Job description

Automotive Finance Manager in Avondale, AZ at EchoPark Automotive

Job Type: Other

Experience: Associate

About

EchoPark Automotive is one of the fastest growing brands within the automotive industry. We are building a business based on doing things the right way. From the way we treat our guests, take pride in our work and share opportunities for our employees to grow as we grow. We are proud of what we’re doing here and would love to tell you about our opportunities!

Job Description

We are looking to hire a Finance Coach at our dealership located in Avondale, AZ.If you are ready to take your career in a new direction, come join our team!

The Finance Coach ensures that the dealership meets its performance targets by selecting, securing, and offering the best financial products to ensure strong profit performance and guest satisfaction. The ideal candidate has strong financial literacy, works well in a very fast-paced and high-volume environment, and can coach teammates to maximize profitability and guest experience.

What You'll Do:

  • Drive profitability through timely, accurate, and compliant financial performance.
  • Forecast monthly with each salesperson to establish objectives in terms of the number and type of customers coming into the dealership, closing percentages in each category, time utilization, prospecting efforts, unit sales, and projected income.
  • Partner and coach salespeople to maximize opportunity.
  • Conduct sales meetings.
  • Provide on-the-job training for salespeople.
  • Review monthly commission sheets, productivity reports, salespersons’ monthly forecasts, and profit performance with the Dealer by salesperson and as a department.
  • Ensure legal, financial, and other pertinent paperwork is both accurate, timely, and organized.

What We’re Looking For:

  • Strong automotive sales and finance experience
  • Experience in a dealership management position
  • Be transparent
  • Take the high road
  • Willingness to learn
  • Take ownership
  • Celebrate small successes

What You’ll Get:

  • Average annual income potential of $80k- 120k
  • Health, Dental and Vision Insurance
  • 401k with 4% company match
  • Paid vacation
  • Access to leadership and personal development programs
  • Casual dress code

All your information will be kept confidential according to EEO guidelines.

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What Sonic Automotive employees say

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Hours and flexibility

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About Sonic Automotive

Sourced by ZipRecruiter

At a Sonic Automotive family dealership, you'll find the opportunities, resources, and support you need to grow and develop professionally. Our 100+ dealerships are concerned with more than moving inventory; they're committed to your success and invested in your future.

Industry

Motor vehicle and motor vehicle parts wholesalers

Company size

5,001 - 10,000 Employees

Headquarters location

Charlotte, NC, US

Year founded

1997

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