Personal Finance Coach – Mexico

RPMGlobal; Mexico; 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

SUMMARY:

At Financial Finesse, we are passionate about our mission to empower people to achieve financial independence, and we utilize thoughtful and innovative strategies to expand our impact. We are looking for highly talented and experienced personal finance coaches to grow our global team.

With the ability to cover any financial topic, from serious debt issues to advanced estate planning, the programs are delivered through a wide variety of mediums, such as in-person, online, over the phone, and in group settings. Our coaches are focused on providing people with completely unbiased information and guidance, so individuals can make independent and informed decisions about their financial life and sustain important behavioral change.

RESPONSIBILITIES:

Personal Finance Coaches are involved in the following capacities:

• Financial education and guidance – facilitate workshops, webcasts, 1 on 1’s, and phone or chat-based financial coaching to help individuals improve their financial habits and behaviors
• Product development and innovation – develop new products, services, curriculum, and continually innovate existing products and services
• Research and content contribution – analyze data and experiences to write or edit articles and develop research on trends in personal finance
• Strategic contributions and leadership – leverage personal passions and talents to lead or contribute to emerging areas of the business

REQUIRED BACKGROUND AND COMPETENCIES:

• Thorough knowledge of all aspects of financial planning for Mexico’s population including money management, debt, investing, retirement, taxes, and estate planning
• 10 years min. industry experience or CFP® certification/country-specific equivalent
• Coaching approach employing active listening and assessment of needs, compassion and understanding, ability to change approach based on individual needs, and communicate in terms people can relate to and understand
• Spanish speaker required with fluency in English preferred
• Ability to gather research and compile data and information in a clear and usable format
• Excellent public speaking skills, with experience facilitating financial workshops a plus
• Effective communication skills, verbally and in writing
• Initiative, dedication, and desire to thrive in a fast-changing entrepreneurial environment, with flexibility to meet the needs of the business
• Occasional ability to travel to deliver workshops and onsite sessions

TIME COMMITMENT:

• Part-time, contract basis expected to be 15-20 hours per month for a year
• Potential to extend the contract or add more hours in the future