Job Description
Job Description
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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 / Current Jersey.
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Financial Coach / Counselor
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Part Time / Contract
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Job Description
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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 / Current Jersey.
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Responsibilities
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Meet with clients via zoom for a series of 50-minute sessions.
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Write up meeting summary notes, send homework emails to clients, and respond to client email questions.
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Attend mandatory weekly supervisory meetings.
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Training in the PROSPR method and software is required before seeing any clients.
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Qualifications
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Financial Literacy
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Budgeting skills
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Coaching experience
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Google Sheets
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Counseling Experience
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📌 Financial Coach / Counselor South Australia
🏢 PROSPR Financial Wellness
📍 South Australia