FinPath Financial Coach

HUB International; Washington (District of Columbia); Remote; USD 65,000 - 68,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

401(k) with match

Company paid STD

Life Insurance

Remote schedule

Job summary

HUB International's FinPath division seeks a FinPath Financial Coach to work with participants nationwide, delivering budgeting, debt management, savings, and retirement planning guidance.

You will conduct confidential one-on-one coaching sessions via phone, video, and in-person as needed, travel up to 25% for events, and document sessions in HubSpot CRM. Bachelor's degree required; 2–5 years of relevant experience; remote schedule with flexible hours.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Experience in financial coaching, financial education, credit counseling, banking, or related fields.
• Strong working knowledge of personal finance: budgeting, debt, credit, savings, and retirement planning.
• Excellent communication, active listening, and presentation skills.
• Comfortable facilitation of both individual sessions and group workshops.
• Ability to travel occasionally for in-person events and employer site visits.

Responsibilities

• Conduct confidential one-on-one financial coaching sessions via phone, video, and in person as applicable.
• Travel occasionally to support in-person financial wellness events, employee benefits fairs, and on-site coaching engagements at employer client locations.
• Guide participants in building action plans across budgeting, debt management, emergency savings, credit improvement, homeownership, student loans, retirement readiness, and other financial wellness topics.
• Facilitate engaging financial wellness webinars, workshops, and group presentations for employer clients.
• Apply a coaching approach (including motivational interviewing techniques) that drives lasting behavior change.
• Document sessions accurately and consistently within HubSpot CRM.
• Maintain professionalism, confidentiality, and strong participant relationships throughout the coaching relationship.
• Collaborate with internal teams to support program engagement, quality, and continuous improvement.
• Stay current on personal finance topics, financial wellness trends, and coaching best practices.

Skills

Communication

Active listening

Presentation skills

Facilitation

Travel flexibility

Remote coaching

HubSpot CRM

Time management

Education

Bachelor's degree

Tools

HubSpot CRM

Job description

Job Title: FinPath Financial Coach

Location: Remote

Reports To: Financial Coach Coordinator

Compensation: $65,000-$68,000 salary plus 10-15% yearly discretionary bonus

Scheduled Hours: Monday-Friday: 8:00am-5:00pm 3 days per week and 10:00am-7:00pm 2 days per week

About Us

HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

About HUB Retirement & Private Wealth (RPW)

We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

About FinPath

FinPath by HUB is a comprehensive financial wellness program offering certified financial coaching, financial education courses, and digital money tools. Our coaches empower participants across the country to move from financial stress to financial confidence through human-centered, unbiased guidance.

Why Join FinPath?

You will make a measurable difference in participants' financial lives, backed by a team that values coaching quality, continuous learning, and participant impact. FinPath coaches are not just educators; they are trusted partners in their participants' financial journeys.

Job Purpose

As a FinPath Financial Coach, you will work one-on-one with participants to help them build healthy financial habits, overcome financial challenges, and create actionable plans aligned with their short and long-term goals. You will serve as a trusted accountability partner, helping participants gain real confidence through education, behavior change, and personalized guidance. If you are compassionate, approachable, and passionate about simplifying financial topics for real people, this role is for you.

Key Responsibilities

• Conduct confidential one-on-one financial coaching sessions via phone, video, and in person as applicable.
• Travel occasionally to support in‑person financial wellness events, employee benefits fairs, and on‑site coaching engagements at employer client locations.
• Guide participants in building action plans across budgeting, debt management, emergency savings, credit improvement, homeownership, student loans, retirement readiness, and other financial wellness topics.
• Facilitate engaging financial wellness webinars, workshops, and group presentations for employer clients.
• Apply a coaching approach (including motivational interviewing techniques) that drives lasting behavior change.
• Document sessions accurately and consistently within HubSpot CRM.
• Maintain professionalism, confidentiality, and strong participant relationships throughout the coaching relationship.
• Collaborate with internal teams to support program engagement, quality, and continuous improvement.
• Stay current on personal finance topics, financial wellness trends, and coaching best practices.

Required Qualifications

• Bachelor's degree or equivalent professional experience.
• Experience in financial coaching, financial education, credit counseling, banking, or related fields.
• Strong working knowledge of personal finance: budgeting, debt, credit, savings, and retirement planning.
• Excellent communication, active listening, and presentation skills.
• Comfortable facilitation of both individual sessions and group workshops.
• Ability to travel occasionally for in‑person events and employer site visits.
• Proficiency with virtual meeting platforms and standard productivity tools.

Preferred Qualifications

• Professional certification: CPFC, AFC, ChFC, or equivalent (or active pursuit of one).
• Bilingual in English and Spanish. (is a plus)
• Motivational interviewing or structured coaching methodology training.
• HubSpot CRM experience.
• Strong organization and time management skills in a remote or hybrid establishment.

Featured Benefits

• $65,000-$68,000 per year
• 10‑15% yearly discretionary bonus
• Medical insurance
• Vision insurance
• Dental insurance
• 401(k) plus match
• Company Paid STD
• Life Insurance
• & parental leave Monday‑Friday (8am-5pm)
• 2 weeks of vacation, sick leave, personal days, and floating holiday’s
• Remote schedule
• Travel: Up to 25% Department Business Operations

Required Experience

2-5 years of relevant experience

Required Travel

Up to 25%

Required Education

Bachelor's degree (4‑year degree)

Equal Opportunity Statement

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

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About HUB International

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.