Redefining mental health with personalised end-to-end care for workforces across Asia Pacific.
Financial Coach
Location
Australia
Posted
143 days ago
Salary
0
Seniority
Senior
Job Description
Financial Coach
Intellect
• Offer strategic coaching in essential areas, such as cash flow and budgeting, through text and video consultations • Assess clients’ financial situations and design customized financial plans tailored to their unique needs and goals • Guide clients in making informed, secure financial decisions that align with their short-term needs and long-term aspirations • Help clients effectively manage their resources to meet both daily obligations and larger goals, such as saving for retirement or purchasing a home • Stay current with financial trends, market changes, and budgeting strategies to offer clients the most relevant coaching • Monitor and adjust financial plans as needed, ensuring clients stay on track and adapt to any life changes or shifts in financial goals
Job Requirements
- Proven experience as a Finance Coach, or similar role with a track record of successful client outcomes
- Bachelor’s degree in Finance or a related field
- Strong analytical abilities for interpreting financial data and offering well-grounded, data-based coaching
- Ability to produce engaging written content; video creation skills are a plus but not mandatory.
- Proficient in English and local language, with excellent communication, negotiation, and presentation skills
- High level of accuracy, attention to detail, and the ability to simplify complex financial concepts for clients
- Proficiency with database systems and strong PC skills
Benefits
- 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
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
Media Investment Associate
TinuitiTinuiti is a marketing agency that helps companies identify, acquire, and engage customers across the digital media ecosystem. A recent recipient of two awards
• Research, vet, and execute media plans for multiple clients, ensuring that they run efficiently and accurately, while also assisting with opportunities for strategic expansion, optimization, and campaign growth–particularly for our largest, most complex accounts • Oversee daily campaign delivery across channels, ensuring strategies are appropriately implemented, errors are kept to a minimum, and goals are being achieved. • Interface with network partners, vendors, and internal teams to ensure smooth campaign execution with a solution-oriented mindset • Stay abreast of TV, audio, and display trends through educational meetings with publishers as well as your own independent research, utilizing insights to make informed media recommendations and fostering knowledge sharing among your peers. • Evaluate partner materials and negotiate media plans and costs, with a clear ability to vet new offerings and assess the value of media opportunities for the clients you work on while relaying their impact in the context of the larger media ecosystem • Develop and coordinate project-based work tailored to the Media Investment team’s needs, showcasing your flexibility and creativity in improving how we function with clients and media partners alike • At times assist with elements such as network traffic and confirmations
Bolsista Mestre – Dados, Analytics e Áreas Financeiras
Sistema FibraPelo Futuro da Indústria | Pelo Futuro do Trabalho
• Mapear e avaliar o processo assurance contábil • Análise de dados • Desenvolvimento de IA para análise de dados e analytics com desenvolvimento de indicadores e paines
Bolsista Doutor – Dados, analytics e áreas financeiras
Sistema FibraPelo Futuro da Indústria | Pelo Futuro do Trabalho
• Mapear e avaliar o processo assurance contábil • Análise de dados • Desenvolvimento de IA para análise de dados e analytics com desenvolvimento de indicadores e paines
Bolsista Doutor, Dados, analytics, áreas financeiras
Sistema FibraPelo Futuro da Indústria | Pelo Futuro do Trabalho
• Mapear e avaliar o processo assurance contábil • Análise de dados • Desenvolvimento de IA para análise de dados e analytics com desenvolvimento de indicadores e paines
