Financial Wellness Coach

2 weeks ago


Appleton, Wisconsin, United States TEKsystems Full time

We are seeking a skilled Financial Wellness Coach to join our team at TEKsystems. In this role, you will work with individuals from diverse backgrounds to share essential money management lessons and promote healthy financial habits.

The ideal candidate will have a strong background in financial services, planning, or a related field, as well as excellent communication and empathy skills. With the ability to work independently in a virtual setting, you will conduct one-on-one coaching sessions, facilitate dialogue, and create personalized action plans to help participants achieve their financial goals.

Your responsibilities will also include:

  • Establishing and maintaining relationships with participants to provide ongoing support
  • Maintaining accurate client data and documenting consistent client notes
  • Cordinating coaching appointments and responding to daily communications

In addition to your technical skills, we value your adaptability, flexibility, and willingness to learn new skills. As a Financial Wellness Coach, you will be part of a dynamic team that is dedicated to helping individuals achieve financial wellness and stability.

This is a fully remote position, offering the opportunity to work with a leading company in the industry. We offer competitive pay ranging from $22.00 per hour, along with an attractive benefits package that includes medical, dental, and vision coverage, 401(k) retirement plan, and more.


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