As a member of our team, you’ll collaborate with other finance professionals to offer clients expert financial coaching, sound planning, and goal-oriented support. Together, we’re helping people navigate their financial journeys with confidence and clarity.
What You’ll Do
- Offer strategic coaching in essential areas, such as cash flow and budgeting, through text and video consultations
- Assess clients’ financial situations and design customized financial plans tailored to their unique needs and goals
- Guide clients in making informed, secure financial decisions that align with their short-term needs and long-term aspirations
- Help clients effectively manage their resources to meet both daily obligations and larger goals, such as saving for retirement or purchasing a home
- Stay current with financial trends, market changes, and budgeting strategies to offer clients the most relevant coaching
- Monitor and adjust financial plans as needed, ensuring clients stay on track and adapt to any life changes or shifts in financial goals
What We’re Looking For
- Experience: Proven experience as a Finance Coach, or similar role with a track record of successful client outcomes
- Education:
Bachelor’s degree in Finance or a related field
- Skills: Strong analytical abilities for interpreting financial data and offering well-grounded, data-based coaching
- Content Creation: Ability to produce engaging written content; video creation skills are a plus but not mandatory.
- Communication: Proficient in English and local language, with excellent communication, negotiation, and presentation skills
- Attention to Detail: High level of accuracy, attention to detail, and the ability to simplify complex financial concepts for clients
- Tech‑Savvy: Proficiency with database systems and strong PC skills
Why You’ll Love This Role
- Flexible hours and remote work from anywhere
- Opportunity to make a real impact in clients’ lives by helping them achieve financial security
- Team-oriented, mission‑driven environment with other finance professionals
- Freedom to innovate and share your expertise on a growing virtual platform
If you’re a dedicated Financial Coach eager to guide clients toward financial success, apply today to join us in delivering trusted financial coaching and planning to clients worldwide.
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📌 Financial Wellbeing Consultant (Australia)
🏢 Intellect
📍 Australia
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