Job Summary
A financial company needs applicants for an opening for a Remote Temporary Personal Financial Coach.
Individual must be able to fulfill the following responsibilities:
- Responding to our customer's questions via email
- Analyzing budgets that our customers fill out for us to provide feedback on
- Leading coaching calls with our customers to discuss their goals and budget
Qualifications for this position include:
- Must have a designation in the financial planning field (CFP, ChFC, CPA, AFC, etc.)
- Experience working with clients 1:1
- Strong work ethic and desire to get the work done