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Remote Financial Coach Jobs in Raleigh, NC (NOW HIRING)

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Senior Financial Analyst

Raleigh, NC · 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

Cary, NC · 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 ...

DataAnnotation

Senior Financial Analyst

Durham, NC · 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

Raleigh, NC · 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 ...

Sunflower Services PBC

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Director of Nonprofit Accounting and Financial Reporting

Durham, NC · Remote

$110K - $128K/yr

Hybrid, based in Washington, DC, or Durham, NC preferably; or Remote in Maryland, New Jersey, New ... Provide leadership, coaching, and performance feedback within the financial reporting service group ...

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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 Raleigh, NC is $22.38, according to ZipRecruiter salary data. Most workers in this role earn between $18.46 and $26.15 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
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What cities near Raleigh, NC are hiring for Remote Financial Coach jobs? Cities near Raleigh, NC with the most Remote Financial Coach job openings:
Remote Financial Coach jobs near you
Wealth Management Associate - NC, Raleigh (5128)

Wealth Management Associate - NC, Raleigh (5128)

Equitable

Raleigh, NC • On-site, Remote

Other

Medical, Dental, Vision, Life, Retirement

Posted 9 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

Our people

Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.

·       We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment

·       Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit

·       Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually

·       Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves

Training and support

To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs.

Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.

Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

Benefits and compensation

Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).

 

Equitable Advisors’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE- 5929421.1 (9/23)(Exp.9/25)

What Equitable employees say

Pay

Hours and flexibility

Workplace

Get the full story on Breakroom

Equitable logo

About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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