Financial Coach

Money motivated and go getter personality best suited for this position. Recommend part time for beginners not experienced in the field of finances while attaining state appointed licenses.

Duties:
- Set appointments with clients

-Gather leads and bring in new clients

-Provide comprehensive Financial Coaching and guidance to clients
- Assist clients in setting financial goals and developing personalized financial plans
- Conduct thorough financial assessments and analysis for clients
- Educate clients on investment management strategies and options
- Offer advice on cash management, budgeting, and debt reduction
- Assist clients in understanding and navigating complex financial products and services
- Collaborate with clients to develop strategies for asset management and wealth accumulation
- Stay up-to-date with industry trends and changes in regulations

Skills:
- Social Media and digital Marketing

-Team Building

- Proficient in financial planning techniques and tools
- Excellent communication skills to effectively interact with clients
- Experience in asset management is a plus

Note: This job description is intended to provide a general overview of the position. Duties, responsibilities, and skills may vary depending on the specific needs of the employer.

Job Types: Full-time, Part-time

Pay: $45,733.50 - $55,076.90 per year

Schedule:

• Choose your own hours

Supplemental pay types:

• Commission pay

Work Location: Remote