Financial Coach

Job Location:

On-site
Job Type: Full-time
Base Salary: $80,000/yr + Bonus, Stock

• Base salary with the opportunity to earn a company bonus
• Earn equity in an early-stage start-up based on customer service metrics
• Opportunity to grow your career in a financial wellness start-up company that wants to see you succeed!
• Mentorship by leaders in the field of financial wellness
• A fully paid company-provided health insurance plan
• Access to a 401(k) plan with potential profit‑sharing in the future
• Access to an FSA plan

Founded in 2018, My Financial Coach is on the leading edge of financial planning through a data and model‑driven approach. Our membership‑fee‑driven approach to financial planning delivers in a scalable and consistent way to our clients. This means that because our clients pay an onboarding fee followed by a monthly membership fee, we can focus solely on our client’s financial wellness and financial outcomes.

As a dynamic startup, we are always growing and anyone hired to work here will be able to offer their unique ideas and perspectives that will help to build our business model. Your opinions will matter. Your decisions will help us to create the culture. You will be valued as a member of our team.

Before applying, please spend at least 15 minutes reviewing our business model and website, you will be expected to tell me general things during our interview.

As a bonus, anyone who meets the qualifications (This means location as well) for the financial coach role will be guaranteed a response.

Anyone applying here will be expected to grow into a leadership or executive role in the future unless they prefer to remain very technical and specialized within the realm of financial planning.

• Must have CFP®
• Experience working in a start‑up environment is highly desired, hopefully wearing multiple hats
• 3+ Years of experience working in a financial planning setting

• Additional designations
• Bi‑lingual in other languages

• Name
  * First Last
• Job of Interest
  *
  • Junior Partner - Financial Coach
  • Client Relationship Manager
  • Financial Coach
• Email *
• Phone *
• Resume Upload
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Are you a motivated individual looking to be a part of the founding team of a fast‑growing financial wellness company? Do you enjoy working with individuals to educate them on how group financial wellness can benefit a company?

We aim to improve the financial outcomes of our clients in a scientific and data‑driven manner.