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Remote Financial Coach Jobs (NOW HIRING)

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Financial Coach II

Las Vegas, NV · Remote

$21/hr

POSITION SUMMARY The position of the Financial Coach II will be responsible for answering questions and conducting coaching sessions via telephone, internet, as well as representing the organization ...

Leland

Quantitative Finance Coach

We're seeking an experienced quantitative finance coach to work with students and professionals pursuing careers in quant finance. This role includes helping students apply AI fundamentals and AI ...

Leland

FP&A Coach

We're seeking professionals with FP&A experience at Fortune 500 companies or strong formal finance backgrounds to coach students and early-career candidates pursuing roles in corporate finance.

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How much do remote financial coach jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for remote financial coach in the United States is $23.03, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $26.92 per hour, depending on experience, location, and employer.

What are the typical daily responsibilities of a remote financial coach?

As a Remote Financial Coach, your typical day involves conducting virtual coaching sessions with clients, reviewing their financial situations, and developing personalized action plans. You’ll regularly track clients’ progress, provide ongoing support through digital tools or messaging platforms, and update financial reports and documentation. Additionally, you may research financial resources, participate in online team meetings, and stay current on industry trends to enhance your coaching strategies. This role combines independent work with collaboration, as you may coordinate with other coaches or refer clients to specialized financial professionals when needed.

What is a remote financial coach?

A Remote Financial Coach helps clients improve their financial well-being by providing guidance on budgeting, saving, debt management, and financial planning. They work virtually, offering personalized advice through video calls, phone calls, or online messaging. This role focuses on education and accountability rather than selling financial products or providing investment advice. Coaches empower clients to set and achieve their financial goals by creating customized strategies based on their unique financial situation.

What are the key skills and qualifications needed to thrive as a remote financial coach?

To thrive as a Remote Financial Coach, you need a strong understanding of personal finance principles, budgeting, debt management, and often a degree in finance, accounting, or a related field. Familiarity with financial planning software, video conferencing tools, and industry certifications like AFC® or CFP® can be highly beneficial. Excellent listening, motivational interviewing, and clear communication skills help build client trust and deliver actionable guidance remotely. These abilities are crucial to effectively support clients' financial goals and foster long-term financial wellness in a virtual environment.

More about Remote Financial Coach jobs
What cities are hiring for Remote Financial Coach jobs? Cities with the most Remote Financial Coach job openings:
What are the most commonly searched types of Financial Coach jobs? The most popular types of Financial Coach jobs are:
What states have the most Remote Financial Coach jobs? States with the most job openings for Remote Financial Coach jobs include:
What job categories do people searching Remote Financial Coach jobs look for? The top searched job categories for Remote Financial Coach jobs are:
Remote Financial Coach jobs near you
Infographic showing various Remote Financial Coach job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $47,895 per year, or $23 per hour.

FinPath Financial Coach

HUB International Limited

Austin, TX • On-site, Remote

$65K - $68K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

HUB International rating

8.0

Company rating: 8.0 out of 10

Based on 140 frontline employees who took The Breakroom Quiz

163rd of 301 rated insurance

Job description

Job Title: FinPath Financial Coach
Location: Remote
Reports To: Financial Coach Coordinator
Compensation: $65,000-$68,000 salary plus 10-15% yearly discretionary bonus
Scheduled Hours: Monday-Friday: 8:00am-5:00pm 3 days per week and 10:00am-7:00pm 2 days per week
About Us:
HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
About HUB Retirement & Private Wealth (RPW):
We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.
About FinPath:
FinPath by HUB is a comprehensive financial wellness program offering certified financial coaching, financial education courses, and digital money tools. Our coaches empower participants across the country to move from financial stress to financial confidence through human-centered, unbiased guidance.
Why Join FinPath?
You will make a measurable difference in participants' financial lives, backed by a team that values coaching quality, continuous learning, and participant impact. FinPath coaches are not just educators; they are trusted partners in their participants' financial journeys.
Job Purpose:
As a FinPath Financial Coach, you will work one-on-one with participants to help them build healthy financial habits, overcome financial challenges, and create actionable plans aligned with their short and long-term goals.
You will serve as a trusted accountability partner, helping participants gain real confidence through education, behavior change, and personalized guidance.
If you are compassionate, approachable, and passionate about simplifying financial topics for real people, this role is for you.
Key Responsibilities
  • Conduct confidential one-on-one financial coaching sessions via phone, video, and in person as applicable.
  • Travel occasionally to support in-person financial wellness events, employee benefits fairs, and on-site coaching engagements at employer client locations.
  • Guide participants in building action plans across budgeting, debt management, emergency savings, credit improvement, homeownership, student loans, retirement readiness, and other financial wellness topics.
  • Facilitate engaging financial wellness webinars, workshops, and group presentations for employer clients.
  • Apply a coaching approach (including motivational interviewing techniques) that drives lasting behavior change.
  • Document sessions accurately and consistently within HubSpot CRM.
  • Maintain professionalism, confidentiality, and strong participant relationships throughout the coaching relationship.
  • Collaborate with internal teams to support program engagement, quality, and continuous improvement.
  • Stay current on personal finance topics, financial wellness trends, and coaching best practices.

Required Qualifications
  • Bachelor's degree or equivalent professional experience.
  • Experience in financial coaching, financial education, credit counseling, banking, or related fields.
  • Strong working knowledge of personal finance: budgeting, debt, credit, savings, and retirement planning.
  • Excellent communication, active listening, and presentation skills.
  • Comfortable facilitating both individual sessions and group workshops.
  • Ability to travel occasionally for in-person events and employer site visits.
  • Proficiency with virtual meeting platforms and standard productivity tools.

Preferred Qualifications
  • Professional certification: CPFC, AFC, ChFC, or equivalent (or active pursuit of one).
  • Bilingual in English and Spanish. (is a plus)
  • Motivational interviewing or structured coaching methodology training.
  • HubSpot CRM experience.
  • Strong organizational and time management skills in a remote or hybrid environment.

Featured Benefits:
  • $65,000-$68,000 per year
  • 10-15% yearly discretionary bonus
  • Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
  • Monday-Friday (8am-5pm)
  • 2 weeks of vacation, sick leave, personal days, and floating holiday's
  • Remote schedule

Travel:
  • Up to 25%

Department Business Operations
Required Experience: 2-5 years of relevant experience
Required Travel: Up to 25%
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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