Provide personalized financial coaching to employees in one-on-one virtual sessions (30 minutes each).
Cover a variety of financial topics, including but not limited to budgeting, debt reduction, credit management, retirement planning, investment education, insurance basics, and home buying.
Offer unbiased coaching that focuses solely on educating and empowering employees without any sales or promotion of financial products.
Maintain professionalism and confidentiality in all interactions with employees.
Tailor coaching and resources to employees' individual needs, goals, and financial circumstances.
Utilize digital tools (e.g., video conferencing platforms) to conduct coaching sessions remotely.
Track session completion and provide brief documentation of topics covered.

Proven experience in financial coaching, financial planning, or personal finance education.
Strong knowledge of financial topics, including budgeting, debt management, retirement planning, credit improvement, investments, insurance, and home buying.
Ability to explain complex financial concepts in an easy-to-understand manner.
Excellent interpersonal and communication skills.
Familiarity with confidentiality and ethical practices in financial education.
Access to reliable internet and the ability to work remotely.
Proficiency in English
must be

Flexible, part-time schedule.
Opportunity to make a meaningful impact by helping individuals achieve their financial goals.
Work from the comfort of your home with fully remote sessions.
No sales—focus solely on providing unbiased financial education and guidance.

Part-Time Financial Coach

Key skills