Financial Coach
Stash
Maven
Salary
💰 $50 per hour
Job Level
Mid-LevelSenior
Tech Stack
Maven
About the role
- Offer actionable recommendations without creating formal financial plans or providing follow-up work beyond the session
- Maintain professionalism and ensure advice is consistent with Stash’s educational approach and regulatory requirements
- Engage with prospective clients from Stash’s existing base of over 1 million customers, helping them understand the value of personalized financial guidance and encouraging them to book advisory sessions
- Conduct virtual 30-minute sessions with customers, providing education and personalized guidance based on their goals and financial situation
- Review customer profiles, history, and AI Money Coach insights prior to each session to ensure discussions are relevant and valuable
- Use AI-powered recording and transcription tools to capture session content, with transcripts fed into Stash’s AI Money Coach, and add brief highlights or key action points for future reference
- Work with Stash’s internal team to provide feedback that will help refine the service during the pilot phase
Requirements
- Active CFP certification required (other relevant designations such as CPA, ChFC, AFC may be considered), Series 65 or Series 7/66 combination.
- Minimum of 3 years of direct client-facing financial advising experience
- Strong communication and interpersonal skills, with the ability to explain complex topics in simple terms
- Entrepreneurial mindset with a passion for building something new, excited by the opportunity to scale an advising practice using modern tools like AI-driven customer insights, virtual planning sessions, and access to a large built-in client base
- Comfort working in a virtual environment using online meeting platforms and digital tools
- Ability to operate as an independent contractor, including managing your own schedule and availability
- Ability to be properly licensed and authorized to operate in all US states
- Must not be currently affiliated with another broker-dealer or RIA. This role requires sole advisory engagement with Stash during the contract period.
