Remote Financial Coach - Flexible Hours & Impact

Intellect; United States; Remote; USD 34,440 - 82,656; Full time

Benefits offered by this job

Flexible hours

Remote work

Job summary

Intellect is seeking a Financial Coach to empower clients to build a secure financial foundation from their own workspace. This freelance role lets you set your own hours and work remotely, with preference for local candidates but open to qualified applicants worldwide.

You’ll assess financial situations, design personalized plans, coach on cash flow, budgeting, and long-term goals, and stay updated on trends to guide clients effectively.

Qualifications

• Proven experience as a finance coach or similar role with client outcomes.
• Strong analytical abilities to interpret financial data and coach clients.
• Excellent English communication and presentation skills.

Responsibilities

• Offer strategic coaching in cash flow and budgeting via text and video consultations
• Assess clients’ financial situations and design customized financial plans
• Guide clients in making informed financial decisions aligned with goals
• Help clients manage resources to meet daily obligations and long-term goals
• Stay current with financial trends and budgeting strategies
• Monitor and adjust financial plans as life changes occur

Skills

Finance coaching

Client assessment

Budgeting

English communication

Remote work

Education

Bachelor's degree in Finance or related field

Tools

Database systems

General PC skills

Job description

Intellect is seeking a Financial Coach to empower clients to build a secure financial foundation from their own workspace. This freelance role lets you set your own hours and work remotely, with preference for local candidates but open to qualified applicants worldwide.

You’ll assess financial situations, design personalized plans, coach on cash flow, budgeting, and long-term goals, and stay updated on trends to guide clients effectively.