Job Summary
A fiscal coaching firm has an open position for a Remote Financial Coach.
Individual must be able to fulfill the following responsibilities:
- Prepare for and conduct monthly online one-on-one and group coaching meetings with clients
- Track clients, record progress and communicate with team members and clients
- Run financial projections and analyze various options
Applicants must meet the following qualifications:
- Confident reading and explaining financial statements, using spreadsheets and financial software
- Ability to plan a consistent coaching schedule including at least one weekend day per month
- Able and willing to work directly with the sales team to help clients reach their goals
- Able to use online tools, search engines and systems to prepare for meetings, take notes, report on client progress
