Personal Finance Coach

We're seeking an experienced personal finance coach to work with clients looking to get their finances in order and plan for the future. This role includes helping clients build a budget, establish saving and emergency fund habits, and develop a broader financial planning approach tailored to their goals. Coaches also guide clients through debt and student loan strategy, investing fundamentals, and retirement and employer benefits, as well as navigating major purchases and life events and optimizing income through career changes. Ideal candidates have professional experience in personal finance or financial planning, prior coaching experience, and a clear, structured approach to helping clients build confidence around their money. Coaches set their own hours and rates, host sessions virtually, and partner with our team to deliver a high-quality, supportive experience for every client.