Financial Wellness Coach
Overview :
We are looking for a passionate Financial Wellness Coach to join our team and help our employees pave their way to financial health and security.
As a unique perk, the Financial Wellness Coach will provide personalized, one-on-one support on key topics such as budgeting, savings, debt management, and overall asset-building strategies.
At Advisors Excel, we're committed to fostering a culture where the well-being and financial health of our employees are top priorities through our Life Center offerings.
If you have a background in financial coaching and enjoy making a positive impact on people’s lives, we’d love talk to you.
Ready to be part of a crew that values financial well-being? Join us at Advisors Excel!"
What you’ll do :
- Provide one-on-one support to employees, understanding their unique financial goals / challenges
- Regularly meet with employees to better understand their financial goals
- Provide customized coaching; assisting with goal setting, budgeting, credit building, debt management, saves, utilization of financial services and asset development
- Develop and deliver educational classes on Financial Wellness topics
- Collaborate with community partners to provide resources to employees
- Track program engagement
- Stay informed about industry trends and financial tools to provide relevant and up-to-date advice
Experience you’ll bring :
- Passion for making a positive impact on individuals lives through financial coaching
- Strong understanding of personal financial topics including budgeting, saving, debt management strategies, and best practices
- Enthusiastic, dependable, self-motivated
- Confident, professional, and articulate in written and verbal communication; ability to build a rapport with all personality types
Bonus Points :
- Previous experience as a Financial Planner or Financial Advisor
- Industry designation or willingness to obtain (CFP, AFC, ChFC)
- Life and Health Licensed
- Series licensed or willing to obtain
- Familiarity with 401(k) plans
What you’ll get :
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site café, gym and even an on-site primary care physician
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance and so much more!
Financial Wellness Coach
We are looking for a passionate Financial Wellness Coach to join our team and help our employees pave their way to financial health and security. As a unique perk, the Financial Wellness Coach will provide personalized, one-on-one support on key topics such as budgeting, savings, debt management, an...
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