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Wealth Coach Jobs (NOW HIRING)

New York Life

Wealth Advisor

Greenville, NC

$69K - $130K/yr

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 ...

New York Life

Wealth Advisor

Wilmington, NC

$69K - $130K/yr

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 ...

New York Life

Wealth Advisor

Fayetteville, NC

$69K - $130K/yr

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 ...

Curi Capital

Wealth Advisor

Denver, CO · Hybrid

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 ...

New York Life

Wealth Advisor

Raleigh, NC

$69K - $130K/yr

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 ...

New York Life

Wealth Advisor

Greenville, NC

$69K - $130K/yr

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 ...

New York Life

Wealth Advisor

Wilmington, NC

$69K - $130K/yr

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 ...

New York Life

Wealth Advisor

Greensboro, NC

$69K - $130K/yr

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 ...

New York Life

Wealth Advisor

Fayetteville, NC

$69K - $130K/yr

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 ...

New York Life

Wealth Advisor

Greensboro, NC

$69K - $130K/yr

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 ...

New York Life

Wealth Advisor

Greenville, NC

$69K - $130K/yr

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 ...

New York Life

Wealth Advisor

Wilmington, NC

$69K - $130K/yr

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 ...

New York Life

Wealth Advisor

Raleigh, NC

$69K - $130K/yr

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 ...

New York Life

Wealth Advisor

Wilmington, NC

$69K - $130K/yr

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 ...

New York Life

Wealth Advisor

Fayetteville, NC

$69K - $130K/yr

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 ...

New York Life

Wealth Advisor

Raleigh, NC

$69K - $130K/yr

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 ...

New York Life

Wealth Advisor

Greenville, NC

$69K - $130K/yr

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 ...

New York Life

Wealth Advisor

Wilmington, NC

$69K - $130K/yr

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 ...

New York Life

Wealth Advisor

Greensboro, NC

$69K - $130K/yr

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 ...

New York Life

Wealth Advisor

Greensboro, NC

$69K - $130K/yr

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 ...

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All JobsWealth Coach Jobs

Wealth Coach information

See salary details

$13

$18

$22

How much do wealth coach jobs pay per hour?

As of Jun 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.

Can financial advisors make $500,000 a year?

Wealth coaches and financial advisors can potentially earn $500,000 or more annually, especially with extensive experience, a strong client base, and high-net-worth clients. Achieving this level of income often requires advanced certifications, excellent sales skills, and a focus on comprehensive financial planning. However, income varies widely based on location, firm size, and individual performance.

How much does a wealth coach make?

A wealth coach's salary typically ranges from $50,000 to $100,000 annually, depending on experience, client base, and location. Many wealth coaches also earn additional income through commissions, workshops, or online programs, and certifications in financial planning can enhance earning potential.

What does a wealth coach do?

A wealth coach helps clients improve their financial health by providing guidance on budgeting, saving, investing, and debt management. They assess clients' financial goals, develop personalized plans, and often use tools like financial spreadsheets or software to track progress. Certification in financial planning or coaching is common in this role.

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.

Is $200,000 enough to work with a financial advisor?

As a wealth coach or financial advisor, having $200,000 in assets can be sufficient to seek professional financial guidance, depending on the advisor’s fee structure and services. Many advisors offer fee-based or hourly options suitable for clients with this level of assets, and some may require higher minimum investments. It’s important to compare fee structures and services to determine if your assets align with the advisor’s requirements.

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 June 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% In-person job distribution, with an average salary of $38,219 per year, or $18.4 per hour.
Wealth Advisor

Wealth Advisor

New York Life

Greenville, NC

$69K - $130K/yr

Full-time

Posted 20 days ago

Job description

Are you a leader who has the following traits?
  • Competitive
  • Entrepreneurial
  • 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 Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. New York Life’s Wealth Advisory Practice Model¹ training program is designed to develop your expertise in helping clients build and manage wealth to meet a wide spectrum of their needs in the areas of protection, retirement, investment, and estate planning. From helping to manage their assets to growing their wealth, this specialized curriculum will equip you with the knowledge to improve your clients’ financial future while building a meaningful career for yourself. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing advisors. What you need to know You’ll be on a path to become a financial advisor.
  • Our wealth advisory curriculum focuses on wealth accumulation strategies using a goals-based planning approach.
  • You’ll focus in your first 12–18 months on obtaining licensing, earning professional designations and completing the core curriculum.
  • New York Life pays 100% of the costs to obtain the following licenses and designations associated with becoming a financial professional and the Wealth Advisory Practice Model coursework:
    • Licenses: Life, Health², SIE, Series 6 (or 7) and 63 American College
    • Designations: FSCP®, ChFC® and WMCP®
Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds³ through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,⁴ estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow financial professionals. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917.⁵ Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.⁶ About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.⁷
  • A++ Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody’s)
  • AA+ Very Strong (Standard & Poor’s)
We’re proud of the training we offer.⁸
  • Training Magazine’s APEX Award for 2022
We’re proud to be recognized by organizations that also value diversity.
  • Human Rights Campaign: 2022 Corporate Equality Index
  • Forbes 2022: America’s Best Employers for Diversity
  • Latino Leaders 2022 Best Companies for Latinos to Work For
We’re proud of the help we’ve provided and continue to provide our clients.⁹
  • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
  • $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
  • $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
  • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.¹⁰
  1. Wealth advisory requires affiliation as a financial advisor with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life Company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training.
  2. Life and Health licenses are required before a candidate is appointed as an agent for New York Life.
  3. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.
  4. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.
  5. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied.
  6. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason.
  7. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value.
  8. A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition
  9. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022.
  10. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity V1_AR10511_042023 SMRU 5021157.4 (Exp. 04.30.2024)
NorCal Orange logo

About NorCal Orange

Sourced by ZipRecruiter

Industry

Colleges, universities, and professional schools

Company size

11 - 50 Employees

Headquarters location

Syracuse, NY, US

View All NorCal Orange Jobs