Remote Financial Coach: Flexible Hours & Real Impact

Intellect

United States

Remote

USD 55,000 - 110,000

Part time

14 days+

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Benefits offered by this job

Flexible hours

Remote work from anywhere

Job summary

Intellect is seeking a Financial Coach to empower clients in shaping their financial future. This flexible, freelance role lets you set your own hours and work remotely from anywhere.

You’ll collaborate with finance professionals to deliver strategic coaching, budgeting guidance, and customized plans tailored to each client’s goals. Ideal candidates have a Bachelor's in Finance, strong analytical skills, and excellent English communication.

Qualifications

Bachelor's degree in Finance or related field required.
Proven ability to interpret financial data and translate into coaching.
Strong communication, negotiation, and presentation skills.

Responsibilities

Offer strategic coaching in cash flow, budgeting, and financial planning via text and video consultations.
Assess clients' financial situations and design customized financial plans.
Guide clients in making informed financial decisions aligning with short- and long-term goals.
Help clients manage resources to meet daily obligations and major goals (retirement, home purchase).
Stay current with financial trends and budgeting strategies to provide relevant coaching.
Monitor and adjust financial plans as life changes occur.

Skills

Analytical skills

Communication

Negotiation

Presentation

Attention to detail

Data-driven coaching

Education

Bachelor's degree in Finance

Tools

Database systems

Job description

Intellect is seeking a Financial Coach to empower clients in shaping their financial future. This flexible, freelance role lets you set your own hours and work remotely from anywhere.

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