Remote Financial Wellness Coach - Budget & Retirement

HUB International; Washington (District of Columbia); Remote; USD 65,000 - 68,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

401(k) with match

Company paid STD

Life Insurance

Remote schedule

Job summary

HUB International's FinPath division seeks a FinPath Financial Coach to work with participants nationwide, delivering budgeting, debt management, savings, and retirement planning guidance.

You will conduct confidential one-on-one coaching sessions via phone, video, and in-person as needed, travel up to 25% for events, and document sessions in HubSpot CRM. Bachelor's degree required; 2–5 years of relevant experience; remote schedule with flexible hours.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Experience in financial coaching, financial education, credit counseling, banking, or related fields.
• Strong working knowledge of personal finance: budgeting, debt, credit, savings, and retirement planning.
• Excellent communication, active listening, and presentation skills.
• Comfortable facilitation of both individual sessions and group workshops.
• Ability to travel occasionally for in-person events and employer site visits.

Responsibilities

• Conduct confidential one-on-one financial coaching sessions via phone, video, and in person as applicable.
• Travel occasionally to support in-person financial wellness events, employee benefits fairs, and on-site coaching engagements at employer client locations.
• Guide participants in building action plans across budgeting, debt management, emergency savings, credit improvement, homeownership, student loans, retirement readiness, and other financial wellness topics.
• Facilitate engaging financial wellness webinars, workshops, and group presentations for employer clients.
• Apply a coaching approach (including motivational interviewing techniques) that drives lasting behavior change.
• Document sessions accurately and consistently within HubSpot CRM.
• Maintain professionalism, confidentiality, and strong participant relationships throughout the coaching relationship.
• Collaborate with internal teams to support program engagement, quality, and continuous improvement.
• Stay current on personal finance topics, financial wellness trends, and coaching best practices.

Skills

Communication

Active listening

Presentation skills

Facilitation

Travel flexibility

Remote coaching

HubSpot CRM

Time management

Education

Bachelor's degree

Tools

HubSpot CRM

Job description

HUB International's FinPath division seeks a FinPath Financial Coach to work with participants nationwide, delivering budgeting, debt management, savings, and retirement planning guidance.

You will conduct confidential one-on-one coaching sessions via phone, video, and in-person as needed, travel up to 25% for events, and document sessions in HubSpot CRM. Bachelor's degree required; 2–5 years of relevant experience; remote schedule with flexible hours.