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Remote Financial Coach Jobs in Ohio (NOW HIRING)

DPDHL

Sr Financial Analyst I

Westerville, OH · On-site +1

$85K - $150K/yr

Review and approve remote sites month-end close * Facilitate the development of monthly forecasts ... Exchange a responsibility with a colleague to learn a new skill/process and serve as a peer coach ...

Huntington

Sr Financial Recovery Rep (SBA)

Cincinnati, OH · On-site +1

$70K - $140K/yr

May coach less experienced employees. Duties & Responsibilities: * Develops resolution strategy on ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Sr Financial Recovery Rep (SBA)

Columbus, OH · On-site +1

$70K - $140K/yr

May coach less experienced employees. Duties & Responsibilities: * Develops resolution strategy on ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

Huntington

Sr Financial Recovery Rep (SBA)

Columbus, OH · On-site +1

$70K - $140K/yr

May coach less experienced employees. Duties & Responsibilities: * Develops resolution strategy on ... Remote roles will also have the opportunity to come together in our offices for moments that matter.

GIA Legacy Planning

$30K - $60K/yr

GIA Legacy Planning (under Symmetry Financial Group) Location: Work from Home / Fully Remote Job ... Daily Training & Mentorship - Comprehensive onboarding + ongoing coaching from successful producers

Promoted2

Remote Insurance Agent

Dayton, OH · Remote

$60K - $110K/yr

About the Company We're a national financial services organization helping families achieve ... Self-motivated, coachable, goal-oriented * Eligible to work in the U.S. * Reliable high-speed ...

Promoted2

Remote Insurance Agent

Toledo, OH · Remote

$60K - $110K/yr

About the Company We're a national financial services organization helping families achieve ... Self-motivated, coachable, goal-oriented * Eligible to work in the U.S. * Reliable high-speed ...

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Remote Financial Coach information

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How much do remote financial coach jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for remote financial coach in Ohio is $21.89, according to ZipRecruiter salary data. Most workers in this role earn between $18.08 and $25.58 per hour, depending on experience, location, and employer.

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 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 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.

How much money do remote financial coaches make?

Remote financial coaches typically earn between $40,000 and $70,000 annually, depending on experience, certifications, and client base. Some coaches with established practices or specialized skills can earn higher incomes, especially if they work independently or offer premium services.

Is there a demand for remote financial coaches?

There is growing demand for remote financial coaches as more individuals seek personalized financial guidance online. The increase in digital communication tools and remote work arrangements has expanded opportunities for financial coaching roles, often requiring certifications and strong interpersonal skills. This trend is expected to continue as financial literacy remains a priority for many consumers.

What are popular job titles related to Remote Financial Coach jobs in Ohio?

For Remote Financial Coach jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Remote Financial Coach jobs in Ohio look for?

The top searched job categories for Remote Financial Coach jobs in Ohio are:

What cities in Ohio are hiring for Remote Financial Coach jobs?

Cities in Ohio with the most Remote Financial Coach job openings:

Remote Financial Coach jobs near you
Infographic showing various Remote Financial Coach job openings in Ohio as of September 2026, with employment types broken down into 66% Full Time, 17% Part Time, and 17% Contract. Highlights an 100% Remote job distribution, with an average salary of $45,534 per year, or $21.9 per hour.

Call Center - Financial Coach

Beavercreek, OH • Remote

Wright-Patt Credit Union
Finance and Insurance • 1 - 5K employees
Learn more about Wright-Patt Credit Unionexternal

Full-time

Re-posted 10 days ago

Wright-Patt Credit Union rating

5.8

Company rating: 5.8 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

The Financial Coach I - MHC delivers extraordinary service while encouraging members and non-members to choose the Credit Union as their primary financial services provider by proactively building member relationships which includes consumer lending, new account establishment and account servicing activities that originate through remote delivery channels (telephone, mobile, web, email, and in the future live chat) to help meet their financial needs. 

1)      Provide extraordinary member service by engaging with members to help meet their financial needs, proactively recommend credit union products and services- including loan protection products, referrals to other lines of business, and accurately address members' service needs. Increase member engagement and use of the cooperative by educating members on ease of use and convenience services. Ensure proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. (30%)

2)      Accurately process consumer loan applications (i.e., Credit Card, Personal, Auto, & Home Equity Loans) for new and existing members and perform maintenance on members' accounts as requested via a high-volume Contact Center. (25%)

3)      Engaging with members and non-members to help meet their new account and lending needs by consulting with them on their overall financial wellness, including credit reports. Proactively and efficiently coordinate with the member(s) after application has been submitted. Collect required material/documents in order to ensure Credit Union policy/risk is followed. Demonstrates an attention to detail that allows for identifying fraud and red flags found on applications via the online channel. Analyze alerts to mitigate fraud using fraud prevention tools and resources.  (20%)

4)      Review application for accuracy, prepare closing documentation, and fund approved loans utilizing electronic signature or make arrangements for the member to close in the Member Center Network. (10%)

5)      Ask open-ended questions to uncover member's expressed or unexpressed needs to recommend suitable deposit account and loan products. Proactively review and analyze member's credit report in an effort to uncover competitive buyout opportunities and improve members financial wellness. (5%)

6)      Assist Members with questions regarding WPCU products and services as well as resolve member escalations. This may require Financial Coaches to assist in any Member Help Center queue. (5%)

7)      Perform miscellaneous duties as required.  (5%)

What Wright-Patt Credit Union employees say

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