Financial Wellbeing Coach, Credit

. Financial Coaching: Recruit, build trust, and lead clients to achieve strategic performance objectives.

Posted 4/21/2026full-timeMiami • Florida • 🇺🇸 United StatesJuniorMid-Level💰 $58,656 - $61,000 per yearWebsite

Key responsibilities & impact

Financial Coaching: Recruit, build trust, and lead clients to achieve strategic performance objectives.
Provide one-on-one coaching sessions to clients, addressing their specific financial concerns and goals.
Develop personalized action plans based on individual client needs and circumstances.
Educate clients on budgeting, debt management, savings strategies, and other relevant topics.
Workshop Facilitation: Establish and maintain relationships with local strategic alliance partners.
Deliver group workshops and seminars on various financial literacy topics within the community.
Client Relationship Management: Establish and maintain strong relationships with clients.
Connect clients with relevant resources, services, and financial products.

What you’ll need

Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.
Proficiency in MS Word, Excel, and PowerPoint will be required in this position.
Presentation skills - the right candidate can conduct workshops with a varying number of attendees.
High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for diverse populations, while exhibiting cultural competency.
Strong communication skills both verbally and in writing to conduct presentations and meetings.
Self-starter with a demonstrated ability to work with minimal hands-on direction.
Empathetic and patient approach while working with individuals from diverse backgrounds.
Professional demeanor and attire will be required in this position.

Comp & perks

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial coachingbudgetingdebt managementsavings strategiespresentation skillsclient relationship managementaction plan development

Soft Skills

communication skillsempathypatienceconfidenceaccountabilityprofessionalismresiliencecultural competencyself-starter