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Remote Financial Coach Jobs in San Ramon, CA (NOW HIRING)

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How much do remote financial coach jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for remote financial coach in San Ramon, CA is $25.73, according to ZipRecruiter salary data. Most workers in this role earn between $21.20 and $30.10 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 San Ramon, CA? For Remote Financial Coach jobs in San Ramon, CA, the most frequently searched job titles are:
What job categories do people searching Remote Financial Coach jobs in San Ramon, CA look for? The top searched job categories for Remote Financial Coach jobs in San Ramon, CA are:
What cities near San Ramon, CA are hiring for Remote Financial Coach jobs? Cities near San Ramon, CA with the most Remote Financial Coach job openings:
Remote Financial Coach jobs near you

Strategic Financial Analyst - Velora

Velora

San Francisco, CA • On-site, Remote

$110K - $130K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

Job description

About Velora:

📍check out our company website: joinvelora.com

Our product websites:

  • keela.co
  • raisely.com
  • aplos.com

We're excited to share that Aplos, Raisely, and Keela have come together to form one unified company, Velora, with a shared mission: to help nonprofit organizations thrive. While we continue to offer the products you know and love, we now operate as one team, dedicated to making nonprofit work easier, more impactful, and more sustainable.

Together, our combined expertise spans fundraising, donor management, financial tracking, and communications—offering a powerful suite of tools designed to reduce complexity so nonprofits can focus on what matters most: making a difference.

We're one company with 3 products all servicing customers in the impact space. Working at Velora means that you have the opportunity to build one or across all our products.

We have a combination of merged teams and also teams dedicated to one specific product and you can find details about the work through our job descriptions under the "about the role" section.

About The Role

Hiring locations:

  • US: CA, CO, GA, FL, ID, MD, MA, MN, NC, NV, OR, SC, TN, TX, VA, WA (California, Colorado, Georgia, Florida, Idaho, Maryland, Massachusetts, Minnesota, North Carolina, Nevada, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington)
  • Canada Provinces: British Columbia, Ontario, Alberta only

We're hiring a strategic finance analyst to grow our finance team and help shape how we plan, analyze, and operate as a business. Reporting to the Director of Finance, you'll own core work-streams across modelling, forecasting, board reporting, and strategic analysis while partnering closely with leaders across the business. We're looking for someone with exceptional horsepower, strong business judgment, and a high standard for their own work. The work is varied - you'll shift between long-term modelling and day-to-day execution. If you're ready to move from transactions to an operator role with meaningful impact, this is the opportunity for you.

What You'll Be Doing
  • Build detailed financial models and analyses to enable business planning and strategic decision making at all levels of the business
  • Maintain and evolve the company's operating model
  • Analyze trends and distill actionable insights to guide long-term strategy and day-to-day execution
  • Support corporate finance workstreams including annual planning, forecasting, and board materials
  • Establish excellent cross-functional relationships across the Company to source data, gather information, and deliver actionable, data-driven findings
  • Deliver high-quality analysis that influences key business decisions
  • Leverage AI tools and workflows to improve the speed, quality, and scale of work
What We're Looking For
  • 2-4 years of investment banking, private equity, or similar experience (TMT or SaaS coverage preferred)
  • Excellent financial modeling skills with a demonstrated ability to build and maintain SaaS models
  • In-depth understanding of SaaS metrics and business models
  • Clear written and verbal communication skills for cross-functional stakeholders, including senior leaders
  • High bias to action and comfortable in high-growth environments with shifting priorities
Why work with us?

If you need more convincing, here's the rest of it:

  • 💵 Salary – The salary range for this role is $110,000 - $130,000 USD for US candidates and $100,000 - $120,000 CAD for Canadian candidates. Your base salary compensation will be determined based on factors such as skills, education, experience, and geographic location.

  • 🏝️ Paid Time Off

    • Canada: Everyone gets 4 weeks paid leave plus 11 days of public holidays, as well as an 'end of year shutdown' which is an extra 2 week company holiday. Plus, you are entitled to generous paid sick leave.
    • US: US employees are eligible for open or paid discretionary time off (take time when you need it), plus 11 days of public holidays, as well as an 'end of year shutdown' which is an extra 2 week company holiday. Plus, you are entitled to generous paid sick leave.

  • 🌴 Work remotely – We're a remote-first company - live and work wherever you're happiest.

  • 🤷 Training – We'll support you when you want to learn new skills or pay for conference or course tickets.

  • ❤️ Health Coverage & Retirement-

    • Canada & US: We offer robust medical, dental, vision, disability and life insurance coverages and have a 4% match on Retirement.

If you have any questions or require accommodations in the interview process, please reach out to recruitment@joinvelora.com.

Velora's Commitment to Equal-Employment, Diversity, Inclusion, and Equity

We know with diversity comes strength. Aplos, Raisely and Keela provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.