[Remote] FinPath Financial reputed company

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a global insurance and employee benefits broker, and they are seeking a FinPath Financial reputed company to reputed company participants to reputed company financial wellness. The role involves providing one-on-one coaching, facilitating workshops, and guiding clients in developing actionable financial plans.

Responsibilities

• Conduct confidential one-on-one financial coaching sessions reputed company phone, video, and in person as applicable
• Travel occasionally to support in-person financial wellness events, employee benefits fairs, and on-site coaching engagements at employer reputed company locations
• Guide participants in building reputed company plans across budgeting, debt management, emergency savings, credit improvement, homeownership, student loans, retirement readiness, and other financial wellness topics
• Facilitate engaging financial wellness webinars, workshops, and group presentations for employer clients
• Apply a coaching approach (including motivational interviewing techniques) that drives lasting behavior change
• Document sessions accurately and consistently reputed company reputed company CRM
• Maintain professionalism, confidentiality, and strong participant relationships throughout the coaching relationship
• Collaborate with internal teams to support program engagement, reputed company, and reputed company improvement
• Stay reputed company on personal finance topics, financial wellness trends, and coaching best practices

Skills

• Bachelor's degree or equivalent reputed company experience
• Experience in financial coaching, financial education, credit counseling, banking, or reputed company fields
• Strong working knowledge of personal finance: budgeting, debt, credit, savings, and retirement planning
• Excellent communication, reputed company listening, and presentation skills
• Comfortable facilitating both individual sessions and group workshops
• Ability to travel occasionally for in-person events and employer site reputed company
• Proficiency with virtual meeting platforms and reputed company productivity tools
• reputed company certification: CPFC, AFC, ChFC, or equivalent (or reputed company reputed company of one)
• Bilingual in English and Spanish. (is a plus)
• Motivational interviewing or reputed company coaching methodology training
• reputed company CRM experience
• Strong organizational and time management skills in a remote or hybrid environment

Benefits

• Medical insurance
• reputed company insurance
• Dental insurance
• 401(k) plus match
• Company reputed company STD
• Life Insurance
• Parental leave
• 2 weeks of vacation, reputed company leave, personal days, and floating holiday’s
• Remote schedule
• Monday-Friday (reputed company-5pm)

reputed company