Global Personal Finance Coach - Part-Time, Bilingual

RPMGlobal; México; Presencial; MXN 84.000 - 120.000; A tiempo parcial

Descripción de la vacante

Financial Finesse is seeking experienced personal finance coaches to empower individuals with unbiased guidance. Programs cover topics from debt to estate planning and are delivered in person, online, by phone, or in groups.

Coaches will facilitate workshops, contribute to product development, conduct research, and help lead new initiatives in a fast-changing entrepreneurial environment. Travel for onsite sessions may be required.

Formación

• Knowledge of financial planning for Mexico's population including money management, debt, investing, retirement, taxes, and estate planning.
• 10 years minimum industry experience or CFP certification / equivalent.
• Coaching approach with active listening and needs assessment, adaptability, clear communication.
• Spanish speaker required with fluency in English preferred.

Responsabilidades

• Facilitate workshops, webcasts, 1-on-1 coaching, and phone or chat-based financial coaching.
• Develop new products, services, curricula, and innovate existing offerings.
• Research and contribute content; analyze data and write articles on personal finance trends.
• Provide strategic contributions and leadership to emerging areas of the business.

Conocimientos

Financial planning

Coaching

Public speaking

Communication

Travel

Educación

CFP certification / equivalent

Descripción del empleo

Financial Finesse is seeking experienced personal finance coaches to empower individuals with unbiased guidance. Programs cover topics from debt to estate planning and are delivered in person, online, by phone, or in groups.

Coaches will facilitate workshops, contribute to product development, conduct research, and help lead new initiatives in a fast-changing entrepreneurial environment. Travel for onsite sessions may be required.