Financial Coach

4 weeks ago


Austin, Texas, United States Ark Financial Full time
Job Description

At Ark Financial Academy, we're dedicated to empowering first-generation entrepreneurs and business owners to achieve financial peace and purpose. As a Financial Coach, you'll play a vital role in guiding clients through our structured financial coaching programs, providing personalized guidance and education to help them master personal finance and achieve their financial goals.

Key Responsibilities:
  • Master our comprehensive financial coaching curriculum, designed specifically for entrepreneurs, to effectively coach clients toward financial stability and growth.
  • Conduct regular one-on-one sessions and group workshops to provide support and accountability.
  • Develop and deliver customized financial roadmaps, including budgeting, debt reduction, savings, and investment strategies.
  • Stay informed about industry trends and best practices by attending relevant workshops and conferences.
  • Maintain detailed records of client progress and provide consistent follow-up to ensure accountability.
  • Assist clients with financial analysis, tax planning, and wealth-building strategies.
Unique Aspects of Our Coaching Program:
  • We address the unique financial challenges faced by first-generation entrepreneurs, including complex business structures, high tax liability, estate planning, liquidity management, and risk management.
  • We translate the sophisticated concepts of a family office into our coaching program, covering comprehensive financial planning, holistic wealth management, legacy planning, strategic investment management, and personal and business integration.
Requirements:
  • Expertise in financial coaching and personal finance principles.
  • Adaptable coaching style to meet the diverse needs of clients.
  • Results-oriented, focusing on helping clients achieve measurable financial milestones.
  • Strong organizational, time management, communication, and facilitation skills.
  • Alignment with Ark Financial's core values of Justice, Mercy, and Humility.
Compensation:
  • Starting compensation ranges from $70,000 to $120,000, depending on experience.

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