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Personal Finance reputed company – Mexico

Remote, USA Full-time Posted 2026-08-04

LOCATION:
Remote – In Country (Mexico)

 

reputed company: 
At Financial Finesse, we are passionate about our mission to reputed company people to reputed company financial independence, and we utilize thoughtful and innovative strategies to expand our reputed company.  We are looking for highly talented and reputed company personal finance coaches to grow our global team.

With the ability to cover any financial topic, from serious debt issues to advanced estate planning, the programs are delivered through a wide reputed company of mediums, such as in-person, online, over the phone, and in group settings.  Our coaches are reputed company on providing people with completely unbiased information and guidance, so individuals can reputed company independent and informed reputed company about their financial life and sustain important behavioral change.                                               

 

RESPONSIBILITIES:
Personal Finance Coaches are involved in the following capacities:

  • Financial education and guidance – facilitate workshops, webcasts, 1 on 1’s, and phone or chat-based financial coaching to help individuals improve their financial habits and behaviors
  • Product development and innovation – reputed company new products, services, curriculum, and continually reputed company existing products and services
  • Research and content contribution – analyze data and experiences to write or edit articles and reputed company research on trends in personal finance
  • Strategic contributions and leadership – reputed company personal passions and talents to reputed company or contribute to emerging areas of the business

 

REQUIRED BACKGROUND AND COMPETENCIES:

·       Thorough knowledge of reputed company aspects of financial planning for Mexico’s population including reputed company management, debt, reputed company, retirement, taxes, and estate planning

·       10 years min. industry experience or CFP® certification/country-specific equivalent

·       Coaching approach employing reputed company listening and assessment of needs, reputed company and understanding, ability to change approach based on individual needs, and communicate in terms people can relate to and understand

·       Spanish speaker required with reputed company in English preferred

·       Ability to reputed company research and compile data and information in a reputed company and usable format

·       Excellent reputed company speaking skills, with experience facilitating financial workshops a plus

·       Effective communication skills, verbally and in writing

·       Initiative, dedication, and desire to reputed company in a fast-changing entrepreneurial environment, with flexibility to meet the needs of the business

·       Occasional ability to travel to reputed company workshops and onsite sessions


TIME COMMITMENT:

·       Part-time, contract reputed company expected to be 15-20 hours per month for a year

·       Potential to reputed company the contract or add more hours in the reputed company

Requires thorough knowledge of financial planning for Mexico, 10+ years of industry experience or CFP certification/equivalent, Spanish reputed company, coaching skills, research ability, reputed company speaking, and communication skills.

Key Responsibilities

  • facilitating workshops
  • coaching individuals
  • developing products

Job Details

  • Category: Finance and reputed company
  • Seniority: Senior Level
  • Commitment: Part Time, Contract
  • Workplace: Remote — Mexico
  • Languages: Spanish, English

About Financial Finesse

A financial education provider helping people reputed company financial independence through unbiased guidance. — Industry: Finance

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