Finance Career Coach - San Francisco Bay Area

Initio Capital LLC; San Francisco (CA); On-site; USD 75,000 - 120,000; Part time

Job summary

Initio Capital LLC in the San Francisco Bay Area is seeking a Finance Career Coach to guide professionals through transitions in finance, accounting, and financial services. This is a contractor role with fixed yearly pay of $75,000 to $120,000, depending on experience and scope.

You will assess client backgrounds, design practical search plans, help craft resumes and profiles, and coach on networking and interview preparation while maintaining confidentiality and professional standards.

Qualifications

• Experience coaching professionals in finance, accounting and financial services with a clear coaching approach and measurable outcomes.
• Clear communication, independent organization and reliable follow-through.
• Ability to explain prior work without sharing confidential material.
• Familiarity with startup and professional-services ecosystem in the target city.

Responsibilities

• Apply experience in career transitions to agreed work.
• Understand client experience, target roles, constraints and goals.
• Develop a practical search plan and help clients describe achievements.
• Provide resume, professional-profile, networking and interview guidance.
• Help clients use approved job-search tools while maintaining responsibility for applications.
• Document actions and progress; tailor coaching to individual needs.
• Communicate realistic expectations without guaranteeing interviews or offers.

Skills

Finance career coaching

Client outcomes

Communication

Organization

Job description

Finance Career Coach - San Francisco Bay Area

Initio Capital is accepting applications for a paid Finance Career Coach opening focused on career transitions in finance, accounting, and financial services in San Francisco Bay Area.

The work

As a Finance Career Coach, your specialty is career transitions in finance, accounting, and financial services. Scope, assigned accounts or searches, workload, and engagement terms must be agreed before work starts.

Responsibilities

• Apply your experience in career transitions in finance, accounting, and financial services to the agreed work.
• Understand each client's experience, target roles, constraints, and career goals.
• Develop a practical search plan and help clients describe their relevant achievements.
• Provide resume, professional-profile, networking, and interview preparation guidance.
• Help clients use approved job-search tools while retaining responsibility for accurate applications.
• Document agreed actions and progress, adapting coaching to the individual's needs.
• Communicate realistic expectations without guaranteeing interviews, offers, or placement.

Qualifications

• Experience coaching professionals in the named specialty, with a clear coaching approach and relevant client outcomes.
• Clear communication, independent organization, and reliable follow-through.
• Ability to explain relevant prior work without sharing confidential client or employer material.
• Familiarity with the startup and professional-services ecosystem in the target city.

Engagement and compensation

Fixed pay: $75,000 to $120,000 per year. Engagement: contractor.

Professional standards

Respect existing employment obligations and disclose conflicts. Do not bring proprietary customer or candidate lists. Use approved tools and handle personal data only for the agreed purpose.

Applicants are evaluated on relevant experience and skills without regard to protected characteristics.