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Personal Financial Coach Jobs in Arizona (NOW HIRING)

Infopact, Inc.

Financial Counselor

Fort Huachuca, AZ · On-site

$30.14/hr

A current nationally recognized financial counseling, planning, coaching, or education ... Experience supporting military financial readiness, personal financial management, transition ...

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Personal Financial Coach information

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.

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 are popular job titles related to Personal Financial Coach jobs in Arizona?

For Personal Financial Coach jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Personal Financial Coach jobs in Arizona look for?

The top searched job categories for Personal Financial Coach jobs in Arizona are:

What cities in Arizona are hiring for Personal Financial Coach jobs?

Cities in Arizona with the most Personal Financial Coach job openings:

Personal Financial Coach jobs near you

Tax Preparer - Part Time Contract (Hybrid)

My Financial Coach (MFC)

Phoenix, AZ • On-site

$2.5K/mo

Other

Posted 4 days ago

Job description

Are you a motivated individual looking to be a part of the founding team of a fast-growing financial wellness and planning company? Do you enjoy working with medical professionals on an individual basis to educate them on how unbiased and unconflicted financial planning can help them achieve their goals? Are you looking to expand your tax planning background with a group of dedicated CFP®s?


Our Mission:

We work with individuals by using our comprehensive financial planning and modeling technology paired with a personal CFP® to uncover and fill financial gaps.


About us:

Founded in 2018, My Financial Coach has focused on providing financial planning and wellness through the use of technology and financial experts. Our leadership and operations team ranges from world-renowned economists to leading financial planners from famous fintech startups. We hope to shape the financial services industry towards a truly unbiased and unconflicted professional service that can dedicate itself to its clientele. Based out of Phoenix, Arizona, and servicing the whole United States, My Financial Coach's planning service is a membership fee-based financial planning company. As such, our coaching model takes into account workplace benefits, business entities set up by our clients, as well as areas that other advisors may not have worked on with their clients.

We look forward to changing the world of financial services one account at a time!


The Role:


Working alongside a team of CFP®s and tax professionals, you will help make sure that we are crossing our T's and dotting our I's from 1040s to K1s and beyond! This role is meant to lead to a full-time role and eventual leadership roles.


Contractor Role:

$2,500 a month retainer paid on the 15th and the end of the month (subject to holidays and/or weekend restrictions)

+ $100 per completed filing per client (paid on a bi-monthly basis)


Contract Responsibilities:

  1. One in-office workday a week (subject to holidays or personal request days and at the discretion of the Chief Operating Officer)
  2.  Filing and/or review of all MFC client tax returns
  3. Ability to answer emails and/or inquiries from clients based on any concerns arising from the client tax filing situations.
  4. Quarterly meetings with Enpo to go over the potential for a full-time role based on desire or capacity needs


Minimum Experience level:


  1. 2 years of experience with CCH: ProSystemFX Tax Software
  2. Ability to commute to Phoenix Office once a week
  3. Basic computer skills with a laptop 
  4. Experience with filing business tax returns as well as personal tax returns
  5. Experience with itemized deductions


Preference will be given to candidates with:


  1. 5 + years of experience with  CCH: ProSystemFX Tax Software
  2. CPA designation or EA designation 
  3. Multi-state return experience
  4. Experience using or reading Holistiplan software
  5. Experience with Google Workspace Software


We will review this contract on an annual basis starting on the start date of the contract to make any changes necessary. However, based on our operational need and joint agreement, we can make changes to the specifications of the contract via addendum or operational processes and the exploration of a new and full-time contract


My Financial Coach, LLC. IS AN EQUAL OPPORTUNITY EMPLOYER

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