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Personal Financial Coach Jobs (NOW HIRING)

cdcb

Housing Advisor & Financial Coach

Brownsville, TX · On-site

$35K - $40K/yr

Summary The Housing Advisor/Financial Coach's responsibility is to provide participants with ... Personal Days - Based on Length of Service cdcb IS AN EQUAL OPPORTUNITY EMPLOYER Powered by JazzHR ...

Strategies for Wealth

Personal Financial Planner

Boston, MA · On-site

$82K - $110K/yr

As a Financial Planner, you'll develop expertise in retirement planning, investment management ... If you're motivated, coachable, competitive, and excited by the opportunity to own your success ...

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Personal Financial Coach information

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$29.5K

$56.7K

$70.5K

How much do personal financial coach jobs pay per year?

As of Jul 23, 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.
More about Personal Financial Coach jobs
What cities are hiring for Personal Financial Coach jobs? Cities with the most Personal Financial Coach job openings:
What states have the most Personal Financial Coach jobs? States with the most job openings for Personal Financial Coach jobs include:
What job categories do people searching Personal Financial Coach jobs look for? The top searched job categories for Personal Financial Coach jobs are:
Personal Financial Coach jobs near you
Infographic showing various Personal Financial Coach job openings in the United States as of July 2026, with employment types broken down into 36% Full Time, 63% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $56,712 per year, or $27.3 per hour.
Financial Coach - Social Security Administration Benefits Counselor

Financial Coach - Social Security Administration Benefits Counselor

ServiceSource

New Castle, DE • On-site

$18.50 - $24/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

Make an impact by joining ServiceSource, a champion for people with disabilities. Explore new opportunities! ServiceSource is an organization of talented people who drive innovation, embrace change, and strengthen communities.
Job Summary
Work one-on-one with consumers, providing services to help them set financial goals, understand their social security disability benefits (if applicable), develop skills in asset building, banking, repairing or establishing credit, managing and decreasing debt, benefits screening/access, financial and (Social Security Administration) SSA work incentives counseling and planning.
Primary Duties
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These duties and responsibilities will be rated on the Annual Performance Review.
  • Serve as a resource to all staff members, consumers and stakeholders. Complete financial health assessments with customers. Track and meet monthly and annual program service targets.
  • Conduct individual financial coaching on topics such as credit and debt management. Assist participants to develop a personal financial plan to meet their financial goals. savings, and budgeting. Assist and empower customer to identify and assess their personal financial needs
  • Provide, as applicable, individual SSA (Social Security Administration) benefits counseling and planning. Assist and empower customer to understand their SSA disability benefits and related
  • Ensure that all customer information is documented in the database(s) on a daily basis. Set aside time each day and week to ensure all data is current and complete. Develop and submit monthly progress reports, as directed.
  • Build relationships in the community to create opportunities for outreach and inform the community of services available.
  • *Manage and oversees a diverse caseload of Supported Employment participants and participant-employees, providing ongoing support and consultation to participants, employers, and community partners to promote successful employment outcomes, case management, workplace stability, and long-term career development*

Additional Responsibilities
  • Participate in financial coaching training programs offered by stand By Me.
  • Develop competency to deliver program related presentations, including but not limited to: program orientations, Mind Over Money and Social Security Benefits workshops.
  • Facilitate financial education workshops.
  • Facilitate Social Security Work Incentive education workshops.
  • Maintain follow-up contact on progress toward goals during coaching sessions.
  • Refer participants to community or financial agencies to obtain services outlined in financial plans.
  • Represent the Finance Ability Program in various community forums and conduct program presentations.
  • Contribute to the Rehab department outcomes including participation in team and staff meetings.
  • Perform other responsibilities as assigned.

Qualifications: Education, Experience, and Certification(s)
  • Hold and maintain CWIC: Certification required for Social Security Benefit Counseling.
  • Bachelor's degree plus minimum two years of related job experience, associate degree plus minimum three years of related job experience, or minimum four years of related experience required
  • Experience working with adults with a wide range of disabilities required.
  • English/Spanish bilingual preferred.
  • Must pass a a credit check.
  • Ability to pass Social Security background check.
  • Ability to obtain Personal Financial Coaching Certification. Certified Work Incentives Counselor (or be in the process of obtaining certification).
  • Valid driver's license and/or access to reliable transportation to perform work-related travel required. Eligible drivers must have a good motor vehicle record (MVR).

Knowledge, Skills, and Abilities
  • Customer service skills.
  • Strong oral and written communication skills.
  • Proficient with Excel, Word and PowerPoint.
  • Demonstrated understanding of financial industry.
  • Demonstrated understanding of Social Security work incentives.
  • Flexible, open to change and enjoys mobility in the workplace.
  • Compassionate self-starter with the ability to work independently.
  • Strong interpersonal skills.

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; reach with hands and arms; and talk or hear. The employee is occasionally required to walk and sit. The employee may occasionally lift or move products and supplies, up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually quiet.
What We Offer - for Benefit Eligible Employees May Include:
Because ServiceSource hires the best people, we work hard to provide benefits that make their lives better, so we offer a comprehensive benefit program which features:
  • Health coverage for you and your family through Medical, Dental, and Vision plans.
  • Financial protection with 100% company paid Disability, Life, Accidental Death & Dismemberment insurance.
  • A 403(b)-Retirement plan in which the company matches dollar for dollar on a generous percentage matching up to 3% of your contribution.
  • Tax advantages through Flexible Spending and Health Savings accounts that allow you to pay for specific healthcare and dependent care expenses with pre-tax dollars.
  • To help you manage your work and life needs, we offer an Employee Assistance Program, Wellness Program, and Tuition Assistance.
  • A generous paid time-off program in which the benefits increase based on your tenure with the company.

We are an Equal Employment Opportunity Employer, making employment decisions without regard to a person's race, color, religion, sex (including pregnancy, sexual orientation, gender identity and transgender status), national origin, age (40 or older), veteran status, disability, or any other protected class. We are an E-Verify Employer and a drug-free workplace. Pre-employment background checks are required for all employment positions.
PAY TRANSPARENCY POLICY STATEMENT:
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information

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