Financial Coach Remote Pt Ft

Company Description

GFI - H Team is focused on empowering people to achieve financial well-being through education, guidance, and practical support. The organization helps individuals, institutions, and business owners take control of their finances and build long-term security by offering tailored solutions from a broad network of financial services providers. This approach ensures that people from all walks of life can access options that fit their needs and support their financial mobility. GFI - H Team is committed to mentoring and coaching future leaders in the financial industry to extend its legacy of education and empowerment. The team actively seeks innovative professionals who want to contribute to a forward-thinking organization that is redefining the financial industry while creating a positive impact. Role Description The Financial Coach will provide remote financial guidance and education to clients, helping them understand and improve their personal finances through structured coaching sessions. This part-time role involves assessing client financial situations, identifying goals, and creating action plans that support budgeting, saving, debt reduction, and long-term financial planning. The Financial Coach will deliver educational content, explain financial concepts in clear, accessible language, and recommend appropriate financial tools or resources. Day-to-day tasks include maintaining accurate client records, tracking progress against goals, and collaborating with the broader team to align coaching strategies with organizational standards. The role also involves staying informed about financial products, regulations, and best practices to ensure clients receive up-to-date and relevant guidance.

Qualifications

Strong skills in Financial Coaching and Financial Education, with the ability to translate complex concepts into practical guidance for diverse clients. Experience or knowledge in Financial Planning and Personal Finance, including budgeting, saving, debt management, and goal setting. Solid understanding of Finance principles and current financial products, tools, and industry trends. Excellent communication, listening, and interpersonal skills, with a client-centered and non-judgmental approach. Ability to work independently in a remote environment, manage a part-time schedule, and maintain organized documentation. Prior experience in coaching, advising, or counseling roles is beneficial; certification or coursework in finance, financial planning, or related fields is a plus. Commitment to ethical standards, confidentiality, and continuous learning in the financial coaching space.