Financial Wellness Coach

Do you have a passion for helping people? Do you enjoy counseling individuals to help them improve their financial lives? Our financial wellness program participants need you to help them secure their financial futures. Take advantage of this opportunity and apply today!

Responsibilities:

  • Counsel individuals and families virtually and by phone.
  • Help clients solve financial problems, build financial skills, improve financial habits, and improve their financial wellbeing.
  • Guide clients in the optimal use of the Financial Empowerment System.
  • Collect and analyze required information and data.
  • Utilize various software systems to generate financial solutions for clients.
  • Demonstrate expertise in various personal financial topics, including goals, cash flow, savings, debt reduction, risk management, investing, retirement planning, college planning, estate planning, and employee benefits.
  • Help improve internal processes and procedures.
  • Maintain accurate records of all client interactions.
  • Generate reports promptly.
  • Maintain the confidentiality of all parties.

Requirements:

  • 3+ years providing financial counseling to individuals and families.
  • Bachelor’s Degree.
  • A current Accredited Financial Counselor (AFC) or Certified Financial Planner (CFP) credential.
  • Experience with Microsoft Office software tools and MoneyGuide Pro.
  • Demonstrated passion for helping people improve their financial lives.
  • Excellent organizational skills.
  • Professional written and verbal communication skills.
  • Eagerness to develop expertise in Iota’s Financial Empowerment System.
  • Successfully pass a criminal history background check, including a credit check and education and employment verification.

Work Model:

  • Remote.
  • Part-Time or 1099 Contract.
  • Flexible Hours: 8:00 a.m. to 8:00 p.m. CST, Monday – Saturday.
    Interested and qualified candidates may submit their resume to careers@iotalc.com.

 

Ref: JOB-1017

Scroll to Top