The opportunity is to coach / counsel our clients virtually. Our practice is dedicated to reducing the anxiety people feel about their money lives. Our process combines financial literacy education, proprietary planning/budgeting software, with therapeutic modalities. Location: Remote / Hybrid / New Jersey.
Financial Coach / Counselor
Part Time / Contract
Job Description
The prospect is to coach / counsel our clients virtually. Our practice is dedicated to reducing the anxiety people feel about their money lives. Our process combines financial literacy education, proprietary planning/budgeting software, with therapeutic modalities. Location: Remote / Hybrid / New Jersey.
Responsibilities
- Meet with clients via zoom for a series of 50-minute sessions.
- Write up meeting summary notes, send homework emails to clients, and respond to client email questions.
- Attend mandatory weekly supervisory meetings.
- Training in the PROSPR method and software is required before seeing any clients.