FinPath Financial Coach

Fin Path Financial Coach

Remote

Financial Coach Coordinator

$65,000-$68,000 salary plus 10-15% yearly discretionary bonus

Monday-Friday: 8:00am-5:00pm 3 days per week and 10:00am-7:00pm 2 days per week

HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

Fin Path by HUB is a comprehensive financial wellness program offering certified financial coaching, financial education courses, and digital money tools. Our coaches empower participants across the country to move from financial stress to financial confidence through human-centered, unbiased guidance.

You will make a measurable difference in participants’ financial lives, backed by a team that values coaching quality, continuous learning, and participant impact. Fin Path coaches are not just educators; they are trusted partners in their participants’ financial journeys.

As a Fin Path Financial Coach, you will work one-on-one with participants to help them build healthy financial habits, overcome financial challenges, and create actionable plans aligned with their short and long-term goals.

You will serve as a trusted accountability partner, helping participants gain real confidence through education, behavior change, and personalized guidance.

If you are compassionate, approachable, and passionate about simplifying financial topics for real people, this role is for you.

• 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, home ownership, 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 Hub Spot 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.

• 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 facilitating both individual sessions and group workshops.
• Ability to travel occasionally for in-person events and employer site visits.
• Proficiency with virtual meeting platforms and standard productivity tools.

• Professional certification: CPFC, AFC, ChFC or equivalent (or active pursuit of one).
• Bilingual in English and Spanish. (is a plus)
• Motivational interviewing or…