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.
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.