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Wealth Coach Jobs (NOW HIRING)

HB Wealth

Wealth Advisor

Towson, MD · On-site

$100K - $150K/yr

Job Type Full-time Description HB Wealth ("HB") is a national, independent, fee-only wealth ... Trains, coaches, and/or mentors Associates and Senior Associates. * Contributes to the Team ...

HB Wealth

Wealth Advisor

Towson, MD

$100K - $150K/yr

Description HB Wealth ("HB") is a national, independent, fee-only wealth management firm ... Trains, coaches, and/or mentors Associates and Senior Associates. * Contributes to the Team ...

Leland

Wealth Management Careers Coach

$16.50 - $19.25/hr

We're seeking an experienced wealth management careers coach to work with students and professionals pursuing careers in wealth management. This role includes teaching core skills in financial ...

TIAA

Director, Wealth Management Coach

Princeton, NJ

$155K - $167K/yr

Wealth Management Coach The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial ...

TIAA

Director, Wealth Management Coach

Roseland, NJ · On-site

$155K - $167K/yr

Wealth Management Coach The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial ...

TIAA

Director, Wealth Management Coach

Hackensack, NJ

$155K - $167K/yr

Wealth Management Coach The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial ...

TIAA

Director, Wealth Management Coach

Roseland, NJ · On-site

$155K - $167K/yr

Wealth Management Coach The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

The Associate Wealth Advisor also provides coaching and guidance on financial planning methodologies and firm-specific processes while supporting the continued development of the advisory team. Job ...

Wealth Architects

Wealth Architect

Mountain View, CA · On-site

$82K - $113K/yr

This position also serves as a coach to develop the Associate Wealth Architects. This role will work in conjunction with our Chief Wealth Architect, fellow Wealth Architects, Associate Wealth ...

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All JobsWealth Coach Jobs

Wealth Coach information

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How much do wealth coach jobs pay per hour?

As of Jul 21, 2026, the average hourly pay for wealth coach in the United States is $18.37, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $18.03 per hour, depending on experience, location, and employer.

What is the difference between Wealth Coach vs Financial Advisor?

AspectWealth CoachFinancial Advisor
CredentialsCertifications like CFP, ChFC, or no formal certificationCFP, CFA, or other financial planning certifications
Work EnvironmentOne-on-one coaching, personal development focusInvestment management, financial planning for clients
Employer & IndustryPersonal coaching firms, independent practiceBanks, advisory firms, independent financial planning
Search & Comparison IntentUnderstanding coaching services for wealth buildingFinancial planning, investment advice

While both roles focus on financial well-being, a Wealth Coach primarily guides clients on mindset, habits, and strategies to build wealth, often without managing investments directly. A Financial Advisor provides comprehensive financial planning, including investment management and estate planning. The roles overlap in client education but differ in scope and credentials.

What are the key skills and qualifications needed to thrive as a Wealth Coach, and why are they important?

To thrive as a Wealth Coach, a strong background in personal finance, investment strategies, and financial planning—often supported by certifications like CFP or AFC—is essential. Familiarity with financial planning software, budgeting tools, and portfolio management systems is typically required. Exceptional interpersonal skills, active listening, and motivational communication help build trust and guide clients toward their financial goals. These skills and qualities are crucial for empowering clients to make informed decisions and achieve long-term financial well-being.

How does a Wealth Coach typically collaborate with clients and other financial professionals to create personalized financial plans?

A Wealth Coach works closely with clients to understand their financial goals, values, and challenges, often meeting regularly to provide guidance and accountability. Collaboration is key; Wealth Coaches may coordinate with financial advisors, accountants, or estate planners to ensure clients receive comprehensive advice that aligns with their overall objectives. This collaborative approach helps address all aspects of a client's financial life, from budgeting and debt management to investing and retirement planning. Wealth Coaches also educate clients, empowering them to make informed decisions and develop long-term financial habits.

What is a Wealth Coach?

A Wealth Coach is a professional who helps individuals or families develop strategies to manage, grow, and protect their wealth. Unlike traditional financial advisors who may focus on specific investment products, wealth coaches take a holistic approach, addressing mindset, financial habits, goal setting, and long-term planning. They provide guidance on budgeting, saving, investing, and may also help clients overcome psychological barriers to financial success. Wealth coaches often work with clients to create actionable plans tailored to their unique financial goals and life circumstances.
More about Wealth Coach jobs
What job categories do people searching Wealth Coach jobs look for? The top searched job categories for Wealth Coach jobs are:
Wealth Coach jobs near you
Infographic showing various Wealth Coach job openings in the United States as of July 2026, with employment types broken down into 38% Full Time, 61% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $38,219 per year, or $18.4 per hour.

Financial Services Representative - State Farm Agent Team Member

James Rollo - State Farm Agent

Binghamton, NY • On-site

$50K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Job description

Benefits:
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Training & development

Location: Binghamton, NY
Employment Type: Full-Time
Company: Jim Rollo Insurance and Financial Services, Inc.
About Us
At Jim Rollo Insurance and Financial Services, Inc., we empower customers to achieve financial success and create lasting legacies. Our mission is to help clients build, protect, and distribute their wealth. We deliver personalized, hands-on guidance with a commitment to exceptional service. Join our team of passionate professionals dedicated to real service, real results, and real impact.
The Opportunity
We seek a dynamic Wealth Coach to guide customers in building wealth, managing risks, and planning income distribution for themselves and a legacy for their heirs. This role suits a motivated, customer-focused professional passionate about fostering deep relationships and delivering exceptional service.
Key Responsibilities
  • Develop customized wealth accumulation strategies.
  • Assist clients with risk management and wealth protection.
  • Guide clients on creating sustainable income streams and legacy planning.
  • Build and maintain trust-based client relationships with personalized coaching.
  • Educate and empower clients to make confident financial decisions.
  • Collaborate with the Wealth Coach team to deliver holistic solutions aligned with our mission.
Qualifications
  • 3+ years in wealth management or related field with proven relationship-building success.
  • Certifications: ChFC preferred; Series 6/63 and 65 a plus.
  • Strong interpersonal and communication skills with passion for client coaching.
  • Expertise in capital accumulation, risk management, income and estate planning.
  • Ability to simplify complex financial concepts for clients.
  • Analytical proficiency with financial tools/software, preferably Money Guide.
  • Customer-centric, empathetic, proactive, and trustworthy.
  • Bachelor’s degree in finance, economics, business, or related field; advanced degree a plus.
Why Join Us?
  • Make a meaningful impact by helping clients achieve financial goals and lasting legacies.
  • Work within a supportive, collaborative culture focused on innovation and customer-first values.
  • Access ongoing training, professional development, and clear career advancement.
  • Receive competitive salary, performance bonuses, and comprehensive benefits.
  • Be part of a firm committed to real people and real service, fostering deep trust with clients.
Join us and transform lives through exceptional wealth coaching!