Junior Partner Financial Coach

My Financial Coach; Phoenix (AZ); On-site; USD 60,000 - 80,000; Full time

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

About the Job:
Founded in 2018, My Financial Coach is on the leading edge of financial planning through a data and model‑driven approach. Our membership‑fee‑driven approach delivers scalable and consistent services to clients, allowing us to focus solely on their financial wellness and outcomes.

As a dynamic startup, you will have the opportunity to contribute unique ideas and perspectives that help build our business model. Your opinions and decisions matter and shape our culture. You will be a valued member of our team.

Before applying, please spend at least 15 minutes reviewing our business model and website. You will be expected to discuss general concepts during the interview.

Anyone who meets the location and qualification requirements for the Financial Coach role will receive a response. Candidates will be expected to grow into a leadership or executive role, unless they prefer to remain highly technical and specialized within financial planning.

Qualifications

• Must have CFP® certification
• Experience working in a startup environment is highly desired and you should be comfortable wearing multiple hats
• Desire to grow a career at My Financial Coach with the ability to scale income based on planning load

Preferred

• Bi‑lingual in other languages
• Experience growing client relationships
• Base salary with the opportunity to scale income based on client‑book size and participate in a company bonus
• Earn equity in an early‑stage startup based on customer service metrics
• Opportunity to grow your career in a financial wellness startup that wants to see you succeed
• Mentorship by leaders in the field of financial wellness
• A fully paid company‑provided health insurance plan
• Access to a 401(k) plan with potential profit‑sharing in the future
• Access to an FSA plan

Our Mission

We work with individuals by using our comprehensive financial planning and modeling technology paired with a personal CFP® to uncover and fill financial gaps.

About us

Founded in 2018, My Financial Coach focuses on providing financial planning and wellness through technology and financial experts. Our leadership and operations team range from world‑renowned economists to leading financial planners from renowned fintech startups. We aim to shape the financial services industry toward a truly unbiased and unconflicted professional service that dedicates itself to its clientele. Based out of Phoenix, Arizona, and serving the entire United States, My Financial Coach’s planning service is a membership‑fee‑based financial planning company. Our coaching model considers workplace benefits, business entities set up by clients, and other areas that other advisors may not have addressed. We look forward to changing the world of financial services one account at a time!