Coach & Financial Wellness Educator — Series
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-03-01
Listing for:
Trilogy Financial Services, Inc.
Full Time
position Listed on 2026-03-01
Job specializations:
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Finance & Banking
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Education / Teaching
Job Description & How to Apply Below
A leading financial services company in San Diego is seeking a Money Coach to educate employees about financial wellness and planning. This role includes facilitating workshops, generating leads, and ensuring compliance with regulations. Candidates should have a Bachelor's degree and knowledge of financial planning topics. Proficiency in Microsoft Office and bilingual skills in Spanish are preferred. Competitive benefits include comprehensive insurance and 401(k) matching.
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