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

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Remote Financial Coach information

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How much do remote financial coach jobs pay per hour?

As of Jul 15, 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 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.

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 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 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 Tax Manager - CPA or CPA Candidate (PRO1055452)

RES Consultant Group

Fort Lauderdale, FL • Remote

$106K - $139K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 10 days ago


Job description

Company Description

Remote Tax Manager needed at a modern accounting firm to deliver advisory and tax services with a concierge-level service. Fully paperless, best-of-breed technology, no time tracking.
 

Job Description

Job Overview:
Remote Tax Manager will lead tax engagements and serve as a trusted advisor, building strong relationships with clients. Work with a range of clients, including rapidly growing businesses, successful entrepreneurs, and family offices, communicating regularly to ensure they are taken care of and positioned for financial success.
Responsibilities:

  • Delivering high-quality tax compliance and consulting services to a growing client base 
  • Managing the preparation and delivery of quarterly tax projections and ad hoc client requests 
  • Facilitating and managing the preparation and review of federal and state tax returns and the accurate, timely submission of all tax filings 
  • Finding and implementing opportunities for process improvement in tax procedures 
  • Delighting our customers with expert guidance and support 
  • Available to work between the normal business day (ex. 9am to 5pm) to be responsive to client requests.  
Qualifications
  • Bachelor's degree or higher in Accounting or Tax 
  • CPA or CPA candidate (REQUIRED)
  • 6+ years (minimum) working in public accounting (REQUIRED)
  • Experience working in a client-facing role, communicating with business leaders via email, phone, and video calls 
  • Tech-forward; ability to learn new software and comfortable using technology in general
  • Independent worker
  • Ability to coach and train associates 

 Nice to haves

  • Experience using CCH Axcess 
  • Experience using SafeSend Suite 
  • Prior experience working with small to medium-sized businesses, entrepreneurs, startups, family offices, and individual owners 
Additional Information

What's in it for you?

  • Work remotely, no commute
  • Competitive salary and incentive bonus package 
  • 401(k) with employer match 
  • Medical covered approx. 90% by firm
  • Vision, Dental at employee cost 
  • FSA/HSA + Dependent care FSA 
  • Ongoing training including technical tax, finance, accounting, software, and soft skills 
  • Opportunity to be a key part of building a modern accounting company

If you feel you have the necessary qualifications, please forward a current copy of your resume and state your salary requirements.