CFP Financial Coach — Startup Leader Path

My Financial Coach

Phoenix (AZ)

On-site

USD 60,000 - 80,000

Full time

14 days+

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Benefits offered by this job

Fully paid health insurance plan
401(k) plan access with potential profit-sharing
Opportunities for mentorship
Equity earning potential

Job summary

A financial planning startup based in Phoenix, Arizona, is seeking a Financial Coach to provide tailored financial advice. Candidates must have a CFP® certification and should be comfortable in a startup environment. The position offers opportunities for career growth, potential income scaling based on work volume, equity earning potential, and mentorship from leaders in financial wellness. A fully paid health insurance plan and 401(k) access are included.

Qualifications

  • Must hold a CFP® certification.
  • Experience working in a startup is highly desired.
  • Desire to grow a career with potential income scaling.

Skills

CFP® certification
Experience in a startup environment
Desire to grow a career
Bi-lingual
Client relationship growth

Job description

A financial planning startup based in Phoenix, Arizona, is seeking a Financial Coach to provide tailored financial advice. Candidates must have a CFP® certification and should be comfortable in a startup environment. The position offers opportunities for career growth, potential income scaling based on work volume, equity earning potential, and mentorship from leaders in financial wellness. A fully paid health insurance plan and 401(k) access are included.
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