Are you passionate about empowering clients to take control of their financial future? Join us as a Financial Wellbeing Consultant, where you'll provide education, motivation, and practical tools to help clients build healthy financial habits, strengthen their budgeting skills, and work toward long-term goals—all from the comfort of your own workspace.
This flexible, freelance role allows you to set your own hours, making it an excellent way to supplement your current job or private practice. While we prefer local candidates, we welcome qualified applicants who share our vision of providing accessible, high-quality financial well-being support.
Why Join Us?
As a member of our team, you’ll collaborate with other finance professionals to offer clients expert financial coaching and goal-oriented support. Together, we’re helping people navigate their financial journeys with confidence and clarity.
What You’ll Do
- Offer strategic coaching in essential areas, such as cash flow and budgeting, through text and video consultations
- Support clients in understanding their financial situations and guide them in developing practical budgeting and cash flow habits that fit their goals.
- Provide general education around financial well-being topics such as emergency planning, financial habits, and long-term financial awareness.
- Help clients build the skills and habits to meet both daily obligations and larger goals, such as saving for retirement or purchasing a home.
- Stay current with financial literacy trends and budgeting strategies to offer clients the most relevant coaching.
- Support clients in tracking their progress and guide them in adapting budgeting and saving strategies to life changes or shifts in financial goals.
Requirements
What We’re Looking For
- Experience: Proven experience supporting individuals in financial coaching, financial wellbeing, financial education, or similar roles focused on financial literacy and money habits.
- Education: Bachelor’s degree in Finance or a related field
- Skills: Strong analytical abilities to interpret budgeting and spending data, and provide well-grounded coaching that helps clients build sustainable financial habits.
- Content Creation: Ability to produce engaging written content; video creation skills are a plus but not mandatory.
- Communication: Proficient in English and local language, with excellent communication, negotiation, and presentation skills
- Attention to Detail: High level of accuracy, attention to detail, and the ability to simplify complex financial concepts for clients
- Tech-Savvy: Proficiency with database systems and strong PC skills
Benefits
Why You’ll Love This Role
- Flexible hours and remote work from anywhere
- Opportunity to make a real impact in clients’ lives by helping them achieve financial security
- Collaborative, mission-driven environment with other finance professionals
- Freedom to innovate and share your expertise on a growing virtual platform
If you’re a dedicated Financial Wellbeing Consultant eager to guide clients toward financial success, apply today to join us in delivering trusted financial coaching and planning to clients worldwide.
