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

Pair Team

Senior Financial Analyst

San Francisco, CA · Remote

$100K - $125K/yr

This is a fully remote position reporting up to the Sr. Finance Manager. What You'll Do * Support senior company leaders with data driven analysis and strategic insights by managing the department ...

Owner

Senior FP&A Analyst

San Francisco, CA · On-site +1

$100K - $125K/yr

Where we work Owner is a remote-first, global company headquartered in San Francisco, with a sales ... We want someone who treats our financial infrastructure like a product: constantly rebuilding and ...

Stratford Davis

Virtual Sales Associate

San Francisco, CA · Remote

$16.50 - $22.50/hr

Host remote discovery calls to evaluate client needs and outline personalized financial strategies ... Full Training & Mentorship: One-on-one coaching and structured developmental resources.

Stratford Davis

Virtual Sales Associate

Oakland, CA · Remote

$16.50 - $22.25/hr

Host remote discovery calls to evaluate client needs and outline personalized financial strategies ... Full Training & Mentorship: One-on-one coaching and structured developmental resources.

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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 2, 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 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 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
Infographic showing various Remote Financial Coach job openings in San Ramon, CA as of June 2026, with employment types broken down into 70% Full Time, 16% Part Time, and 14% Contract. Highlights an 100% Remote job distribution, with an average salary of $53,524 per year, or $25.7 per hour.

Senior Financial Analyst

Mindful Health Solutions

San Francisco, CA • Remote

$90K - $110K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 2 days ago

Job description

Senior Financial Analyst – REMOTE 
 
About the role: In Partnership with Financial leadership, the Senior Financial Analyst (SFA) supports the Corporate Finance team across various functions, collaborates and partners with senior management and other team members.  The SFA is primarily responsible for supporting financial planning, modeling, analysis, and forecasting. Additionally, the SFA prepares reports on financial and budgeting trends, assisting in analysis of operational performance, and gathering and preparing recommendations of financial activities and plans.
 
Benefits: 
• Comprehensive medical, dental, vision & Pet insurance 
• 401(k) with 4% match 
• Equipment provided 
• 18 days of PTO + 1 floating holiday
 
How you will contribute:  
• Supports business modeling by developing best-practice models, analyzing risk alternatives, and developing      what-if scenarios and forecasts 
• Lead various analyses that deliver data-driven insights in a coherent and structured manner to promote decision making and business outcomes that accelerate our growth trajectory
• Drive efficiencies and continuous improvement by streamlining, standardizing, and automating processes and reporting requirements
• Supports assessment of the business vision, objectives, and strategic initiatives by conducting research to assess financial impact of strategies and initiatives. 
• Creates budgets and/or forecasts related to strategic initiatives by analyzing budgeting trends; preparing budget and forecasting; and coordinating with others to develop department/regional budgets. 
• Supports clinic operations by analyzing their operational/financial performance. 
• Supports strategic financial planning by performing and evaluating financial, utilization, and benchmark analytics. 
• Supports the CFO by preparing the monthly and quarterly investor/ Board of Director presentations
 
Skills, Experiences and Attributes you bring to the role 
• 3+ years of Finance experience 
• Experience in FP&A, management consulting, investment banking or similar roles
• Ability to influence all levels of leadership to drive actions, behaviors, decisions, and business outcomes
• Advanced Proficiency in Microsoft Excel and Powerpoint to analyze complex business scenarios by building/improving financial models. 
• Demonstrated excellent strategic thought leadership skills, as well as strong financial and analytical skills.
• PREFERRED SKILL – experience with advanced FP&A software (Adaptive, Planful, Datarails, Power BI)
• PREFERRED SKILL – experience with SQL, Python
 
 Pay range: $90,000 to $110,000This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law. The employee may be eligible for bonuses and other forms of compensation.
 
About the Company:
Mindful Health Solutions is a premier private psychiatric practice whose purpose is to provide interventional psychiatry and supporting care to alleviate suffering and save lives. As one of the largest interventional psychiatric practices in the U.S., we focus on innovative treatment modalities to achieve our Vision of unleashing the human spirit for generations to come by advancing the science of mental health care.Our expert team of psychiatrists and psychiatric nurse practitioners offers compassionate, high-quality care through a combination of interventional treatments, medication management, and psychotherapy. They are among the most experienced clinicians globally in providing advanced treatments such as Transcranial Magnetic Stimulation (TMS), Esketamine (Spravato), and Ketamine Infusion Therapy, which are highly effective for depression and other acute mental health conditions.
 

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