Remote Financial Guide — On-Demand, Part-Time Coach

Your Money Line; United States; Remote; USD 31,822 - 45,323; Part time

Job summary

A financial wellness company is seeking a Remote Financial Guide (Independent Contractor) to provide empathetic support and educational resources to participants. This part-time role requires a minimum of two years of financial coaching experience, proficiency in Spanish, and strong organizational skills. The position offers flexible scheduling and the ability to work independently while focusing on participant satisfaction.

Qualifications

• At least two years of financial industry/coaching experience.
• Excellent customer service skills.
• Ability to work under minimal supervision.

Responsibilities

• Provide participants with empathetic financial guidance.
• Create and deliver educational support via webinars and articles.
• Manage recurring counseling appointments as necessary.

Skills

Financial coaching

Bilingual in Spanish

Excellent communication skills

Organizational skills

Customer service skills

Education

AFC, CFP, or other professional designation

Tools

Salesforce

Job description

A financial wellness company is seeking a Remote Financial Guide (Independent Contractor) to provide empathetic support and educational resources to participants. This part-time role requires a minimum of two years of financial coaching experience, proficiency in Spanish, and strong organizational skills. The position offers flexible scheduling and the ability to work independently while focusing on participant satisfaction.