Personal Finance Coach – Spain

Search Results; United States; Remote; USD 10,000 - 20,000; Part time

Job summary

Financial Finesse is seeking exceptionally talented personal finance coaches to grow our global team and services. The role focuses on expanding our offering for Spain, including content localization, product development, and delivering financial education.

Ideal candidates have 10+ years in financial planning, CFP/EFP certs, fluency in English and Spanish, and strong coaching and communication skills, with flexibility for a fast-changing entrepreneurial environment.

Qualifications

• Thorough knowledge of financial planning for Spain, including money management, debt, investing, retirement, taxes and estate planning.
• 10 years min. industry experience and CFP via FPSB Spain or EFPA Spain’s EFP certification.
• Fluent in English and Spanish.
• Ability and interest in leveraging technology to deliver information clearly.
• Coaching approach with active listening and needs assessment.
• Excellent written and verbal communication and public speaking skills.
• Initiative, dedication, flexibility, and adaptability in a fast-changing entrepreneurial environment.
• Attention to detail for high quality content.

Responsibilities

• Localized content development—review content, modify for local market, create gaps-based content.
• Product development and innovation—develop new products, services, curriculum, and leverage technology.
• Research and content contribution—analyze data and write/edit articles on trends in personal finance.
• Financial education and guidance—facilitate workshops, webcasts, and one-on-one meetings.
• Strategic contributions and leadership—lead or contribute to Spain team and business.

Job description

SUMMARY:

Financial Finesse is the leading independent global provider of unbiased financial coaching as an employee benefit, driving measurable improvements in employee financial wellness and proven employer ROI. Our employer clients include some of the world’s largest multinational companies across a variety of industries. 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 exceptionally talented and experienced personal finance coaches to grow our global team and services. Our programs are delivered through a wide variety of mediums, such as in-person, online, over the phone, and in group settings. Our coaches provide 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:

In collaboration with our US team, the Personal Finance Coach will be responsible for expanding our personal finance offering for Spain, which includes:

• Localized content development — review existing content, determine changes needed to apply to local market, create additional content based on gaps identified in personal finance topics
• Product development and innovation — develop new products, services, curriculum, and leverage technology to 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
• Financial education and guidance — facilitate workshops, webcasts, and one on one meetings to help individuals improve their financial habits and behaviors
• Strategic contributions and leadership — leverage personal passions and talents to lead or contribute to build our team and business in Spain

REQUIRED BACKGROUND AND COMPETENCIES:

Thorough knowledge of all aspects of financial planning for Spain’s population including money management, debt, investing, retirement, taxes, and estate planning

10 years min. industry experience and Certified Financial Planner (CFP) via FPSB Spain, or EFPA Spain’s European Financial Planner (EFP) certification

Fluent in English and Spanish

Ability and interest in leveraging technology to deliver information in a clear and usable format

Coaching approach employing active listening and assessment of needs, compassion and understanding, ability to change approach based on individual needs

Excellent written and verbal communication skills including public speaking experience

Initiative, dedication, flexibility, and desire to work in a fast-changing entrepreneurial environment

Attention to detail, especially crucial in developing high quality content

LOCATION AND TIME COMMITMENT

Spain — Flexible in-country location, remote work. Occasional domestic travel to deliver workshops and onsite sessions

Part-time contract basis with expected 20 hours per month and potential to extend and increase hours as needs evolve