Financial Coach

3 weeks ago


Lahaina, Hawaii, United States Employers Options Full time

Job Title: Financial Coach

We are seeking a qualified Financial Coach to work with our clients in Wailuku, HI.

The estimated salary for this role is $23/hour.

About the Role:

  • Deliver financial literacy classes for adults and teens on topics such as business planning, budgeting, and credit management.
  • Provide personalized guidance to assess clients' financial needs and offer tailored assistance.
  • Promote our financial literacy program through community outreach, social media, and public speaking engagements.
  • Track program progress and manage client interactions using CRM tools.
  • Maintain strong relationships with clients to increase participation and ensure exceptional customer service.

Requirements:

  • Bilingual abilities preferred.
  • Strong communication, public speaking, and presentation skills.
  • Ability to develop business plans and financial projections.
  • Basic knowledge of interpreting financial documents and writing reports.
  • Highly organized with the ability to manage multiple tasks effectively.
  • Valid driver's license and access to a vehicle.


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