Financial Advisor
3 weeks ago
We are seeking a dedicated Financial Coach to join our team in Nashville, TN. As a Financial Coach, you will provide personalized financial coaching and create comprehensive financial plans for our clients.
This role involves educating clients on personal finance, offering solutions to improve their financial health and wellness, and helping them achieve their financial goals. You will facilitate financial wellness sessions, conduct one-on-one financial coaching sessions, develop and implement customized financial plans, and educate clients on personal finance topics such as budgeting, saving, and investing.
The estimated salary for this role is around $70,000 - $90,000 per year, depending on experience. Benefits include vacation time, federal holidays, personal leave, 401k with 5% match, maternity leave, healthcare (subsidized), and other unique benefits.
To be successful in this role, you will need strong communication and interpersonal skills, the ability to develop and maintain client relationships, and a commitment to improving clients' financial well-being. You should have proven experience in financial coaching or a related field and a strong understanding of personal finance principles.
If you are passionate about helping others achieve their financial goals and have the necessary skills and qualifications, we encourage you to apply for this opportunity.
Key Responsibilities:- Facilitate financial wellness sessions.
- Conduct one-on-one financial coaching sessions.
- Develop and implement customized financial plans for clients.
- Educate clients on personal finance topics.
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