Financial Coach Job Description
The National Financial Educators Council offers financial coach positions for well-qualified individuals in certain areas. The NFEC, in an effort to expand its financial coaching network, is seeking qualified coaches to serve its growing client base.
- Conduct client financial coaching through one-on-one, couple, or small-group sessions.
- Competently assess clients’ current financial situations through review of their tax returns, accounts, credit reports, etc.
- Have clear understanding of how to ascertain clients’ income, assets, debt, and credit scores by reviewing their financial records.
- Demonstrated ability to calculate financial health markers (debt-to-income ratio, net worth, etc.).
- Ability to document results, conduct accurate measurements, and generate outcome reports.
- Must have the necessary skill sets to empathize with clients about their financial situations, while also providing motivation and moving clients toward positive action.
- Clearly define financial coaching and has a deep knowledge of a financial coaches role.
- Must possess the content knowledge required to give clients high-quality and timely financial education.
- Effective communication skills, both verbal and non-verbal; and excellent writing skills.
- Teach financial education materials to individuals and groups in alignment with financial coaching standards.
- Financial coaches must have passed the Certified Personal Financial Consultant program and a criminal background check.