Remote Holistic Financial Advisor

Overview

Are you passionate about empowering clients to take control of their financial future? Join us as a Financial Coach, where you’ll help clients make informed, strategic decisions to build a secure financial foundation and achieve their financial goals—all from the comfort of your own workspace.

In Short

• 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

Requirements

• Experience in financial coaching or advising
• Strong understanding of budgeting and cash flow management
• Excellent communication skills for client consultations
• Ability to create customized financial plans
• Knowledge of current financial trends and market changes

Benefits

• Flexible hours to set your own schedule
• Opportunity to work from anywhere
• Collaboration with other finance professionals
• Ability to supplement your current job or private practice