Financial Guidance Specialist

1 week ago


Austin, Texas, United States Ark Financial Full time
Position Overview

As a Financial Guidance Specialist at Ark Financial Academy, you will accompany first-generation entrepreneurs and business owners on their path to achieving financial stability. By leveraging our structured coaching programs, you will offer tailored advice and education, understanding each client's distinct financial landscape and empowering them with actionable strategies to reach their financial aspirations.

Key Responsibilities
  • Master Ark Financial Academy Curriculum: Utilize our educational resources, specifically designed for entrepreneurs, to effectively guide clients towards financial growth.
  • Client Coaching Sessions: Conduct regular individual sessions and group workshops to provide support and accountability.
  • Personalized Financial Plans: Create and present customized financial roadmaps, focusing on budgeting, debt management, savings, and investment strategies.
  • Ongoing Education: Keep abreast of industry trends and best practices by participating in relevant workshops and conferences.
  • Client Progress Tracking: Maintain comprehensive records of client progress and ensure consistent follow-up for accountability.
  • Financial Analysis and Planning: Assist clients with financial assessments, tax strategies, and wealth-building initiatives.
Unique Aspects of Our Coaching Program

Our coaching program addresses the specific financial challenges encountered by first-generation entrepreneurs, including:

  • Complex Business Structures: Simplifying and optimizing business entities for enhanced efficiency and growth.
  • High Tax Liability: Implementing proactive tax strategies to minimize financial burdens.
  • Estate Planning: Crafting comprehensive estate plans to ensure business continuity and family security.
  • Liquidity Management: Ensuring adequate liquidity for personal and business needs.
  • Risk Management: Identifying and mitigating financial risks unique to entrepreneurs.
Family Office Concepts Integrated into Coaching

We incorporate sophisticated family office concepts into our coaching program, including:

  • Comprehensive Financial Planning: Covering finance, tax, legal, and insurance aspects.
  • Holistic Wealth Management: Coordinating across various disciplines to achieve family objectives.
  • Legacy Planning: Ensuring wealth preservation and smooth transition to future generations.
  • Strategic Investment Management: Tailoring investment strategies to align with both business and personal goals.
  • Personal and Business Integration: Aligning personal financial planning with business operations and growth.
A Successful Candidate Will
  • Expertise in Financial Coaching: Possess a deep understanding of personal finance principles and coaching methods tailored for entrepreneurs.
  • Adaptable Coaching Style: Adjust coaching techniques to meet the diverse needs of clients.
  • Results-Oriented: Focus on assisting clients in achieving measurable financial milestones.
  • Professional Skills: Exhibit strong organizational, time management, communication, and facilitation abilities.
  • Alignment with Values: Reflect Ark Financial's core values of Justice, Mercy, and Humility in all interactions.
Qualifications
  • Experience: Proven background in financial coaching or personal finance education.
  • Interpersonal Skills: Exceptional ability to build and maintain trusting client relationships.
Compensation
  • Salary Range: Starting compensation ranges from $70,000 to $120,000, depending on experience.
Why Join Ark Financial Academy?
  • Meaningful Work: Assist first-generation entrepreneurs and business owners in achieving financial peace and purpose.
  • Growth Opportunities: Access to continuous learning, professional development, and career advancement.
  • Supportive Environment: Be part of a collaborative and values-driven team committed to client success and community impact.


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