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Personal Financial 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 ... Ensure personal operations (assigned cash drawer, assigned member document processing, etc.) are ...

rebel Financial

Financial Coach

Groveport, OH

$500 - $10K/mo

... personal. But the biggest reason to join us? Long-term Opportunity. We're building a firm where ... Position Overview The Financial Coach role is your entry point into a fulfilling career as a ...

rebel Financial

Financial Coach

Groveport, OH · On-site

$45K - $60K/yr

... personal. But the biggest reason to join us? Long-term Opportunity. We're building a firm where ... Position Overview The Financial Coach role is your entry point into a fulfilling career as a ...

rebel Financial

Financial Coach

Groveport, OH · On-site

... personal. But the biggest reason to join us? Long-term Opportunity. Were building a firm where ... Position Overview The Financial Coach role is your entry point into a fulfilling career as a ...

Theirc

Financial Coach

Elizabeth, NJ

$26.50 - $27/hr

Provide 1:1 financial coaching and counseling to a caseload of clients including creating a personal budget, establishing a bank account, taking out loans, and establishing credit, as well as ...

Tardus Wealth Strategies

Financial Coach

Honolulu, HI · Remote

$35K - $115K/yr

New hire and ongoing training coaching and a personal development training program * Flexible days ... Tardus Financial Coaches are paid a monthly residual commission after a client renews from a first ...

Tardus Wealth Strategies

Financial Coach

Honolulu, HI · On-site +1

$35K - $115K/yr

New hire and ongoing training coaching and a personal development training program * Flexible days ... Tardus Financial Coaches are paid a monthly residual commission after a client renews from a first ...

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Personal Financial Coach information

See salary details

$29.5K

$56.7K

$70.5K

How much do personal financial coach jobs pay per year?

As of Jun 8, 2026, the average yearly pay for personal financial 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 the difference between Personal Financial Coach vs Financial Advisor?

AspectPersonal Financial CoachFinancial Advisor
CredentialsGenerally no specific licensing, but certifications like CFP or AFC are commonLicensed and certified, often CFP, CFA, or CPA
Work EnvironmentOne-on-one coaching, workshops, online platformsClient meetings, investment management, financial planning firms
Services ProvidedBudgeting, goal setting, financial habitsInvestment advice, estate planning, tax strategies
Employer & IndustryIndependent, coaching firms, financial education platformsFinancial firms, banks, wealth management companies

While both roles focus on improving clients' financial health, a Personal Financial Coach primarily guides clients on budgeting, habits, and goal setting without offering investment advice. A Financial Advisor provides comprehensive investment and estate planning services, often requiring licensing and certifications. The choice depends on your financial needs and whether you seek behavioral coaching or investment management.

What is a personal financial coach?

A personal financial coach is a professional who helps individuals understand and improve their financial situation. Unlike financial advisors who manage investments, financial coaches focus on teaching clients how to budget, save, reduce debt, and make informed money decisions. They provide guidance, accountability, and support to help clients achieve their financial goals and build long-term financial habits. Personal financial coaches do not typically sell financial products or give investment advice, but instead empower clients to take control of their finances.

What are some common challenges faced by Personal Financial Coaches when working with clients, and how can they be addressed?

Personal Financial Coaches often encounter challenges such as clients’ reluctance to discuss financial setbacks, difficulty in changing spending habits, or inconsistent engagement with financial plans. Building trust through empathy and clear communication is essential to help clients feel comfortable sharing their financial history. Coaches can also use goal-setting techniques and regular check-ins to keep clients motivated and accountable. Collaborating on realistic, incremental action steps makes the process more manageable and increases the likelihood of long-term success.

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

To thrive as a Personal Financial Coach, you need a strong understanding of personal finance principles, budgeting, and debt management, often supported by a relevant degree or certification like AFC (Accredited Financial Counselor). Familiarity with financial planning software, budgeting apps, and tools for credit analysis is typically required. Exceptional communication, empathy, and motivational skills help coaches build trust and empower clients to achieve their financial goals. These competencies ensure clients receive accurate, personalized advice and the encouragement needed to make lasting financial changes.
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What states have the most Personal Financial Coach jobs? States with the most job openings for Personal Financial Coach jobs include:
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Personal Financial Coach jobs near you
Financial Coach (52270)

Financial Coach (52270)

RISEBORO COMMUNITY PARTNERSHIP

Brooklyn, NY • On-site

$30.77 - $32.97/hr

Full-time

Posted 15 days ago

Job description

ESSENTIAL DUTIES AND RESPONSIBILITIES

Under the general supervision of the Assistant Director, the Financial Coach is responsible for RiseBoro's Financial Coaching Initiative under the Level Up! Economic Empowerment Program. It is a program with a client-centered model that prioritizes the personal finance goals and objectives of each client served. The Financial Coach works collaboratively with program staff to engage clients in financial coaching for short-term solutions and/or long-term goal building. Additionally, they are trained and experienced in providing a range of personal finance education from budgeting and banking to credit building and debt management to establish wealth and long-term economic mobility. Specific duties and responsibilities include:

  • Work collaboratively with Case Managers, Career Coaches, and other internal partners to establish and achieve financial goals with clients
  • Hold a minimum of 15 meetings per week with clients, helping them increase financial security and meet their financial goals, including but not limited to establishing/improving credit, reducing debt, increasing assets/savings, and lowering financial transaction costs
  • Record client information and meeting progress data precisely, accurately, and on time in designated case management tracking software
  • Facilitate Financial Coaching workshops for small groups of clients, and transition attendees into 1 -on-1 meetings
  • Conduct engaging coaching sessions and encourage clients to establish ongoing participation in follow-up meetings with the financial coaches and other partners
  • Work collaboratively with Empowerment team to spread financial literacy and financial coaching services to staff, as needed
  • Participate and successfully complete the employer-sponsored Accredited Financial Counselor (AFC) training course
  • Participate in the annual certification for Volunteer Income Tax Assistance Program (V.I.T.A)
  • Remain up to date on related, supportive resources to refer clients for additional assistance; seek referrals where gaps in services exist
  • Adapt the approach to coaching depending on the needs of the program, working with the Director to find engaging, sustainable ways to draw in more clients
  • Other related duties as assigned
COMPETENCIES
  • Demonstrated professional experience in social services with a focus on personal finance management preferred
  • Demonstrated professional expertise in Financial Coaching/Counseling preferred
  • Exceptional organization and process management skills, i.e., starting multi-step projects and seeing them through to completion
  • Ability to work independently and collaboratively as a team
  • Ability to lead and inspire with a positive attitude and an entrepreneurial spirit
  • Ability to think critically and problem-solve
  • Excellent verbal and written communication skills with the ability to conduct effective presentations as needed
  • Excellent interpersonal skills with the ability to maintain positive relationships with staff and external contacts
  • Ability to organize and prioritize workload to meet deadlines
  • Bilingual English/Spanish speaker preferred
  • Ability to be meticulous with very strong attention to detail
  • Ability to be adaptable and flexible based on client and program needs
  • Ability to problem solve and manage time effectively
  • Dedication to continuous learning, improvement, and professional development
  • Commitment to RiseBoro's mission, vision, and values
  • Ability to understand the concepts of institutional and structural racism/bias; ability to understand their impact on underserved and underrepresented communities
  • Demonstrated commitment to supporting communities that have experienced systemic oppression i.e. people of color, LGBTQ+ people, immigrants, justice-involved persons, etc.
EDUCATION AND EXPERIENCE
  • Associate degree required; Bachelor's Degree preferred
  • A minimum of two (2) years of professional experience in social services with a focus on personal finance management preferred
EQUAL EMPLOYMENT OPPORTUNITY (EEO)/AFFIRMATIVE ACTION POLICY STATEMENT

It is the policy of RiseBoro to provide equal employment opportunity to all employees and applicants for employment. No individual will be discriminated against on the basis of race, color, age, creed, religion, national origin, citizenship status, political or union affiliation, marital or partnership status, sex, sexual orientation or affectional preference, gender identity, familial status, genetic information or predisposition or characteristic, disability, status as a victim of domestic violence, status as a veteran or member of the U.S. military and related obligations, or any other characteristic protected by law. This policy applies to all terms and conditions of employment, including but not limited to, recruitment, hiring, job placement, compensation, benefits, training and apprenticeship, employee development, promotion, demotion, discipline, transfer, lay-off and recall, and termination. RiseBoro makes reasonable accommodations based on religion and/or disability as required by law, and requests for accommodation are to be directed to the Human Resources Department.

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