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Personal Financial Coach Jobs in Michigan (NOW HIRING)

Oxford Bank

Personal Banker

Clarkston, MI · On-site

$19.75 - $24/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Focus on customer long-term financial needs * Engage customers in meaningful financial ... Seek opportunities for self-guided learning and embrace coaching and feedback from fellow team ...

Oxford Bank

Personal Banker

Ortonville, MI · On-site

$17 - $20.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Focus on customer long-term financial needs * Engage customers in meaningful financial ... Seek opportunities for self-guided learning and embrace coaching and feedback from fellow team ...

Oxford Bank

Personal Banker

Ortonville, MI · On-site

$17 - $20.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Focus on customer long-term financial needs * Engage customers in meaningful financial ... Seek opportunities for self-guided learning and embrace coaching and feedback from fellow team ...

Oxford Bank

Personal Banker

Clarkston, MI · On-site

$19.75 - $24/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Focus on customer long-term financial needs * Engage customers in meaningful financial ... Seek opportunities for self-guided learning and embrace coaching and feedback from fellow team ...

Oxford Bank

Personal Banker - Bench

Romeo, MI · On-site

$18.50 - $22.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Focus on customer long-term financial needs * Engage customers in meaningful financial ... Seek opportunities for self-guided learning and embrace coaching and feedback from fellow team ...

Oxford Bank

Personal Banker - Bench

Oakland, MI · On-site

$18 - $21.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Focus on customer long-term financial needs * Engage customers in meaningful financial ... Seek opportunities for self-guided learning and embrace coaching and feedback from fellow team ...

Oxford Bank

Personal Banker - Bench

Romeo, MI

$18.50 - $22.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Focus on customer long-term financial needs * Engage customers in meaningful financial ... Seek opportunities for self-guided learning and embrace coaching and feedback from fellow team ...

Oxford Bank

Personal Banker - Bench

Oakland, MI · On-site

$20.50 - $25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Focus on customer long-term financial needs * Engage customers in meaningful financial ... Seek opportunities for self-guided learning and embrace coaching and feedback from fellow team ...

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Showing results 1-20

All JobsPersonal Financial Coach JobsPersonal Financial Coach Jobs in Michigan

Personal Financial Coach information

See Michigan salary details

$25.7K

$49.4K

$61.4K

How much do personal financial coach jobs pay per year?

As of Aug 20, 2026, the average yearly pay for personal financial coach in Michigan is $49,430.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $55,800.00 per year, depending on experience, location, and employer.

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 Michigan?

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

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

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

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

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

Personal Financial Coach jobs near you
Infographic showing various Personal Financial Coach job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 21% Part Time, 2% Temporary, 4% Contract, and 2% Nights. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $49,430 per year, or $23.8 per hour.

Insurance & Financial Representative

Riverfront Insurance & Financial Group

Port Huron, MI • On-site

$100K/yr

Full-time

Re-posted 27 days ago

Job description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Benefits Include:

  • Flexible schedule with a strong work-life balance.

  • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.

  • Training allowance and performance-based incentives.

  • Company-sponsored professional development opportunities.

Compensation:

$70,000 - $100,000 yearly commission


Responsibilities:
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members

  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

  • Make strategic product, plan, and investment recommendations and provide financial advice to help clients reach their financial goals

  • Offer solutions in insurance, asset accumulation, and retirement planning

  • Work within a hybrid model, attending in-person meetings and training sessions as required

  • Maintain compliance with industry regulations and licensing requirements


Qualifications:
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Self-motivated, coachable, and driven to succeed
  • Strong interpersonal and communication skills
  • Competitive mindset with a history of leadership or achievement
  • No prior experience in finance is required—comprehensive training is provided
  • Must be authorized to work in the US

About Company

Riverfront Insurance & Financial Group is based in downtown Port Huron, proudly serving individuals, families, and businesses across Michigan. Built on trust, experience, and a genuine commitment to helping others, our team focuses on protecting what matters most while helping clients plan confidently for the future. We believe in taking the time to understand each person's unique goals and providing guidance that is clear, honest, and personalized. We're committed to being there when clients need us most while also fostering a team-oriented environment where hard work is balanced with connection, collaboration, and celebrating wins.