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Financial Guidance Specialist

2 months ago

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

Position Title: Financial Coach

About Ark Financial:
Ark Financial Academy is committed to empowering individuals through financial literacy and coaching. Grounded in Christian principles, our mission is to assist first-generation entrepreneurs and business owners in achieving financial stability and purpose. We offer extensive training and resources to help clients navigate personal finance, encompassing budgeting, debt management, wealth accumulation, and legacy planning. Our vision is to democratize the concept of a family office, making sophisticated financial strategies accessible to entrepreneurs.

Role Summary:
As a Financial Coach at Ark Financial Academy, you will partner with first-generation entrepreneurs and business owners on their path to financial stability. By leveraging our structured coaching programs, you will provide tailored guidance and education. Your responsibilities include assessing each client's distinct financial circumstances, meeting them at their current stage, and equipping them with actionable strategies to reach their financial aspirations.

Key Responsibilities:

  • Master the Ark Financial Curriculum: Utilize our educational materials and resources, specifically designed for entrepreneurs, to effectively guide clients toward financial health and growth.
  • Conduct Coaching Sessions: Facilitate regular individual meetings and group workshops to offer support and accountability.
  • Create Customized Financial Plans: Develop and present personalized financial strategies, including budgeting, debt management, savings, and investment planning.
  • Continuous Learning: Stay updated on industry trends and best practices by participating in relevant workshops and conferences.
  • Track Client Progress: Maintain comprehensive records of client development and provide consistent follow-up to ensure accountability.
  • Financial Analysis and Strategy: Assist clients with financial assessments, tax planning, and wealth-building techniques.

Unique Aspects of Our Coaching Program:
Our coaching addresses the specific financial challenges encountered by first-generation entrepreneurs, such as:

  • Complex Business Structures: Streamlining and optimizing business entities for enhanced efficiency and growth.
  • High Tax Liabilities: Implementing proactive tax strategies to reduce liabilities.
  • 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 in Coaching:
We incorporate sophisticated family office concepts into our coaching program, including:

  • Comprehensive Financial Planning: Addressing finance, tax, legal, and insurance matters.
  • Holistic Wealth Management: Coordinating across various disciplines to achieve family objectives.
  • Legacy Planning: Ensuring wealth preservation and smooth transitions to future generations.
  • Strategic Investment Management: Customizing investment strategies to align with both business and personal goals.
  • Integration of Personal and Business Finances: Aligning personal financial planning with business operations and growth.

Ideal Candidate Profile:

  • Expertise in Financial Coaching: Possess a profound understanding of personal finance principles and coaching methodologies tailored for entrepreneurs.
  • Flexible Coaching Style: Adapt coaching techniques to cater to the diverse needs of clients.
  • Results-Driven: Focus on assisting clients in achieving tangible financial milestones.
  • Professional Skills: Exhibit strong organizational, time management, communication, and facilitation abilities.
  • Value Alignment: Embody Ark Financial's core values of Justice, Mercy, and Humility in all interactions.

Qualifications:

  • Location: Must be able to work in the office daily.
  • Experience: Demonstrated experience in financial coaching or personal finance education.
  • Interpersonal Skills: Exceptional ability to build and maintain trusting relationships with clients.

Compensation:

  • Salary Range: Starting compensation varies based on experience.

Why Consider Ark Financial Academy?

  • Meaningful Impact: Assist first-generation entrepreneurs and business owners in achieving financial peace and purpose.
  • Opportunities for Growth: Access to ongoing learning, professional development, and career advancement.
  • Supportive Culture: Be part of a collaborative and values-driven team dedicated to client success and community impact.