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Remote Financial Coach Jobs in Boca Raton, FL (NOW HIRING)

Fortis Financial

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Financial Account Executive

Fort Lauderdale, FL · Remote

$50K - $150K/yr

Comfortable working independently in a remote environment via Zoom and digital platforms. Dynamic ... We've found incredible success with people from: · Education & Coaching: You know how to explain ...

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Senior Financial Analyst

Boca Raton, FL · Remote

$40 - $60/hr

... remote work and the freedom to set your own schedule. This role is designed to fit a variety of ... We are looking for a Finance Expert to help advance AI development in the finance domain. We're ...

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Senior Financial Analyst

Miramar, FL · Remote

$40 - $60/hr

... remote work and the freedom to set your own schedule. This role is designed to fit a variety of ... We are looking for a Finance Expert to help advance AI development in the finance domain. We're ...

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Senior Financial Analyst

Pompano Beach, FL · Remote

$40 - $60/hr

... remote work and the freedom to set your own schedule. This role is designed to fit a variety of ... We are looking for a Finance Expert to help advance AI development in the finance domain. We're ...

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Senior Financial Analyst

Sunrise, FL · Remote

$40 - $60/hr

... remote work and the freedom to set your own schedule. This role is designed to fit a variety of ... We are looking for a Finance Expert to help advance AI development in the finance domain. We're ...

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Senior Financial Analyst

Plantation, FL · Remote

$40 - $60/hr

... remote work and the freedom to set your own schedule. This role is designed to fit a variety of ... We are looking for a Finance Expert to help advance AI development in the finance domain. We're ...

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Senior Financial Analyst

Coral Springs, FL · Remote

$40 - $60/hr

... remote work and the freedom to set your own schedule. This role is designed to fit a variety of ... We are looking for a Finance Expert to help advance AI development in the finance domain. We're ...

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Senior Financial Analyst

Miami Gardens, FL · Remote

$40 - $60/hr

... remote work and the freedom to set your own schedule. This role is designed to fit a variety of ... We are looking for a Finance Expert to help advance AI development in the finance domain. We're ...

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Senior Financial Analyst

Davie, FL · Remote

$40 - $60/hr

... remote work and the freedom to set your own schedule. This role is designed to fit a variety of ... We are looking for a Finance Expert to help advance AI development in the finance domain. We're ...

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Senior Financial Analyst

Hollywood, FL · Remote

$40 - $60/hr

... remote work and the freedom to set your own schedule. This role is designed to fit a variety of ... We are looking for a Finance Expert to help advance AI development in the finance domain. We're ...

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Senior Financial Analyst

Pembroke Pines, FL · Remote

$40 - $60/hr

... remote work and the freedom to set your own schedule. This role is designed to fit a variety of ... We are looking for a Finance Expert to help advance AI development in the finance domain. We're ...

Roethlisberger Life Group

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Remote Life Insurance Agent

Fort Lauderdale, FL · Remote

$55K - $110K/yr

... related financial solutions . Founded by Fred and Gabby Roethlisberger, our agency emphasizes ... We support motivated individuals who are coachable, reliable, and interested in building a ...

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How much do remote financial coach jobs pay per hour?

As of May 29, 2026, the average hourly pay for remote financial coach in Boca Raton, FL is $21.85, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $25.53 per hour, depending on experience, location, and employer.

What is a Remote Financial Coach job?

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 in the Remote Financial Coach position, and why are they important?

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.

What are some 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.
More about Remote Financial Coach jobs
What are popular job titles related to Remote Financial Coach jobs in Boca Raton, FL? For Remote Financial Coach jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Remote Financial Coach jobs in Boca Raton, FL look for? The top searched job categories for Remote Financial Coach jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Remote Financial Coach jobs? Cities near Boca Raton, FL with the most Remote Financial Coach job openings:
Remote Financial Coach jobs near you
Infographic showing various Remote Financial Coach job openings in Boca Raton, FL as of May 2026, with employment types broken down into 2% Internship, 59% Full Time, 31% Part Time, and 8% Contract. Highlights an 100% Remote job distribution, with an average salary of $45,451 per year, or $21.9 per hour.
401k & 403b Financial Education Coach - (Remote)

401k & 403b Financial Education Coach - (Remote)

National Financial Partners

Boca Raton, FL • On-site, Remote

$70K - $100K/yr

Full-time

Retirement, PTO

Posted 22 days ago

Job description

Who We Are:
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com .
Summary of the Role: Wealthspire will provide access to the employees of our 401(k) and 403(b) corporate clients. The Advisor will provide employee education and leverage our proprietary financial wellness platform, Wellcents, to help employees and create relationships and opportunities for wealth management referrals. Administrative support is included. Conduct group and individual financial education meetings. Advisor is expected to increase employee participation, increase employee deferrals, and provide investment education. Travel required. Training provided.
Essential Duties and Responsibilities:
  • Conduct group and individual employee financial education meetings in English and Spanish, in-person and virtual
  • Serve as primary point of contact and lead financial education for plan participants
  • Provide prompt, courteous, and excellent service. Actively interact with clients and their employees to ensure we are delivering upon service expectations
  • Cross-sell all lines of business and services available at Wealthspire
  • Prepare for meetings in advance and ensure follow up and execution of deliverables following the meetings
  • Consult with Wealthspire's internal ERISA teams to ensure proper compliance regarding all client matters
  • Respond to employee or concerns. Ensure questions or issues are resolved in an accurate and timely manner.
Knowledge, Skills, and/or Abilities:
The position is an opportunity for ambitious, collaborative, self-starters, who have a strong desire to learn and create positive outcomes for employees of Wealthspire's corporate clients. This career offers much sought after and long-term, upward mobile opportunities. Financial growth over time can be significant for top performers who embrace the challenge of learning the diverse and significant technical requirements needed to be proficient.
  • Working knowledge of the Microsoft Office Suite and CRM
  • Building and managing client relationships; Retirement plan knowledge
  • Self-starter
  • Ability to multi-task and problem solve
  • Excellent written and verbal communication skills, bright, hardworking, enthusiastic, positive attitude.
  • Ability to travel nationally and conduct client presentations on short notice
Education and/or Experience:
  • College degree preferred
  • Spanish language fluency is a big plus
Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $70,000 to $100,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.

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