Financial Coach

Overview

This role services workplace participants with investment and financial wellness needs and supports key growth initiatives, including client retention, lifetime value of a customer, net promoter score, and asset consolidation/growth.

The employer provides a flexible work environment and internal mobility opportunities.

Schedule

Candidates must be available to work the following Monday–Friday schedule for their location (actual schedule determined by business need):

• Eastern Time (ET): 12:30 p.m. – 9:00 p.m.
• Central Time (CT): 11:30 a.m. – 8:00 p.m.
• Mountain Time (MT): 10:30 a.m. – 7:00 p.m.

Responsibilities

• Educate and provide advice through wellness conversations to help participants choose appropriate financial planning and investment options.
• Work with participants enrolled in in-plan managed account offerings, including during periods of high volume.
• Use online planning tools and conversation guides to enhance participant conversations and experiences.
• Provide direct advice using the employer’s proprietary financial planning tools and help customers adopt solutions in their best interests.
• Primarily manage inbound queues and appointments to ensure critical service timeframes and customer experiences; comfortable making outbound calls as needed.
• Adhere to compliance/risk procedures and focus on the participant’s best interest.
• Identify, execute, and follow up on opportunities to contract additional client assets, including retirement planning discussions.
• Identify trends and determine proactive solutions to maximize service quality and increase assets under management.
• Meet monthly performance expectations and implement coaching to achieve goals.
• Participate in internal development opportunities to advance your career.

Requirements

• Bachelor’s degree or an equivalent combination of education and professional work.
• FINRA 7 and 66 (or 63 and 65) registrations required within corporate-established timelines.
• FINRA fingerprinting required.

Preferred Qualifications

• Demonstrated success in performance roles or other similar experience.
• Experience managing multiple priorities and handling stressful situations and customer interactions consistently.
• Consultative skills to understand needs and present customer-focused solutions.
• Working knowledge of Microsoft Office software and ability to learn new technology systems.
• Suitable at-home space to focus on work and be on camera in meetings.
• Previous experience in inbound and outbound phone roles.
• Normal office environment with majority of time spent working on a computer and communicating by phone.
• Limited, infrequent travel may be required.

Compensation & Benefits

• Base Salary Range: $58,500.00 - $72,000.00
• Non-sales positions may have the opportunity to participate in a bonus program.
• Sales positions may be eligible for sales incentives and, in some instances, a bonus plan; total compensation may exceed base salary depending on individual performance.
• Actual compensation offered may vary based on geographic location, work experience, education, licensure requirements, and/or skill level, and will be finalized at time of offer.

Benefits offered include:

• Medical, dental, vision and life insurance
• Retirement savings: 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment (option to wear jeans)
• Generous paid time off upon hire, including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time: 16 hours per calendar year
• Leave of absence programs, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) open to all

Work Authorization

Applicants must be authorized to work for any employer in the U.S. The employer is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Remote/Hybrid Requirements (if applicable)

For remote and hybrid positions, you will be required to provide reliable high-speed internet with a wired connection and a place in your home to work with limited disruption. Connectivity must be reliable from an internet service provider that is fiber, cable or DSL. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

Location

This role follows a location-specific Monday–Friday schedule with time zones listed above.

Job Posting End Date

11-07-2026 at 12:01 am