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Wealth Coach Jobs (NOW HIRING)

If so, being a Wealth Sales Coach with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, w ...

If so, being a Wealth Sales Coach with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, w ...

3B+ Independent Wealth Advisory Platform Overview Dynamic, fast-growing 8B+ Wealth Advisory ... coaching, financial planning Compensation * 79%- 90% payouts * Ability to monetize your business ...

In this role, you will offer comprehensive wealth planning advice to established clients while ... Curious and coachable disposition * Passionate about serving clients * Strong ability to foster ...

Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...

Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...

Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...

Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...

Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...

Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...

Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...

Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...

Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...

Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...

Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...

Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...

Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...

Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York ...

Showing results 21-40

Wealth Coach information

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$18

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How much do wealth coach jobs pay per hour?

As of Aug 12, 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
Infographic showing various Wealth Coach job openings in the United States as of August 2026, with employment types broken down into 46% Full Time, 53% 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.

Wealth Sales Coach

Frost Bank

Houston, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


Job description

Job Description
It's about investing in people, not accounts.
Are you known for your goal-oriented mindset and always thinking one step ahead? Are you ready to facilitate all the moving pieces to help deliver a top-quality investments experience? Do you enjoy providing guidance to help others accomplish big projects? If so, being a Wealth Sales Coach with Frost could be for you.
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Wealth Sales Coach, you will lead and manage a sales team, providing guidance and coaching to maximize performance. You will help bring value to the organization by identifying and targeting new business opportunities to drive revenue growth. You have a servant leadership mindset and passion for people and are not afraid to answer questions and provide guidance to staff, escalating issues as needed. Our managers have a genuine care for people and consistently strive to lead with integrity, caring, and excellence.
What you'll do:
  • Lead and manage a team of Wealth Advisors, providing coaching on sales techniques, business development, and client relationship strategies to maximize individual and team performance
  • Identify and pursue new business opportunities while cultivating strong relationships with clients and local stakeholders to support revenue growth
  • Stay informed on market trends and competitor activity to inform local strategy and advisor development
  • Prepare and present sales performance updates and forecasts to regional leadership
  • Achieve and exceed local sales targets while maintaining a high standard of client service and profitability
  • Actively participate in community and professional networks, positioning Frost as a trusted partner and expanding influence across the region
  • Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you'll need:
  • Bachelor's degree in finance, business, or related field; or equivalent experience
  • Must maintain active FINRA registrations, including Series 7, Series 63, Series 24 (General Securities Principal), and either Series 65 or Series 66; candidates not currently holding the Series 24 must obtain it within 120 days of hire
  • Candidate must be eligible to supervise FINRA-registered representatives and investment adviser representatives and maintain all required registrations in good standing
  • General Lines Agent License: Life, Accident, Health, and HMO Insurance; or ability to obtain within 120 days of hire
  • Proven track record of success in sales, preferably within financial services or a related field
  • Demonstrated ability to lead and develop a team, with strengths in business development and relationship management
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft computer applications

Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
  • Medical, dental, vision, long-term disability, and life insurance
  • 401(k) matching
  • Generous holiday and paid time off schedule
  • Tuition reimbursement
  • Extensive health and wellness programs, including our Employee Assistance Program
  • Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.