Financial Coach Jobs
Financial Coach jobs are open across personal finance, fintech, nonprofit, and banking sectors, from entry-level to senior and director, with specializations in debt management, wealth building, and retirement planning. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 50+ Financial Coach jobs
PEOPLES ADVANTAGE HELPING HANDS (PAHH)
Financial Empowerment Coach
The Cameron Foundation | Financial Empowerment Coaching Initiative
Location: Petersburg, Virginia / Petersburg area
Reports to: Executive Director
Status: Full-time, grant-supported
Salary: $60,000 annually (proposed; subject to approved funding)
About PAHH
Peoples Advantage Helping Hands (PAHH) is a 501(c)(3) nonprofit dedicated to financial well-being, economic mobility and housing stability. PAHH provides individualized financial coaching, financial education and connections to community resources in collaboration with Peoples Advantage Federal Credit Union (PAFCU) and regional partners.
Position Summary
The Financial Empowerment Coach delivers client-centered one-on-one coaching, group education and ongoing financial action planning for individuals and families experiencing credit, debt, savings and housing challenges. The Coach documents measurable outcomes and works with PAHH staff and partners to strengthen long-term financial resilience.
Housing Stability Coaching and Individualized Financial Resilience (60%)
- Coach renters facing housing instability on sustainable housing budgets and financial planning.
- Coordinate appropriate referrals to housing counseling, mediation, rental assistance and homebuyer readiness services.
- Work with PAHH housing programs and partners while observing each program’s eligibility rules.
- Conduct confidential financial assessments of income, expenses, debts, credit, savings and goals.
- Develop individualized financial action plans and provide ongoing coaching and follow-up.
- Help clients create budgets, build savings, understand credit reports and manage debt.
- Maintain accurate, confidential client records using strengths-based, trauma-informed practices.
Financial Education and Outreach (15%)
- Facilitate workshops on budgeting, credit, debt, savings, banking and fraud prevention.
- Participate in community events and collaborate with schools, housing providers and workforce partners.
Partnerships and Referrals (10%)
- Coordinate warm referrals with PAFCU, nonprofit providers and community organizations.
- Track referrals and follow up on client access to recommended services.
Data, Evaluation and Grant Reporting (15%)
- Track sessions, participant demographics, financial goals, credit and savings outcomes.
- Use appropriate financial well-being assessments, including the CFPB scale when applicable.
- Prepare timely program reports and consent-based success stories for funder reporting.
Proposed Annual Performance Measures
Coaching sessions: 200–250
Unduplicated coaching participants: 75–100
Financial education workshops: 12–18
Financial action plans: 90% of participants
Credit improvement: 50% among participants with comparable credit scores
Participant engagement: 75% complete at least two sessions
Financial well-being and housing readiness: Document measurable progress and referrals
The above annual performance metrics will be conducted by two full-time financial coaches with target populations in Petersburg and Richmond.
Minimum Qualifications
- Bachelor’s degree in finance, business, social work, human services or related field preferred; equivalent experience considered.
- At least two years of experience in financial coaching, banking, credit or housing counseling, case management or community services.
- Knowledge of budgeting, credit reporting, debt management and consumer financial products.
- Strong interpersonal, organizational, documentation and computer skills; commitment to confidentiality.
- Ability to travel locally and work effectively with low- to moderate-income households.
Preferred Qualifications
- Financial counseling or coaching certification, or willingness to obtain one.
- HUD housing counselor certification or housing counseling experience.
- Experience in nonprofit or CDFI settings, grant reporting and ALICE household needs.
- Knowledge of community resources in Petersburg area; bilingual skills are a plus.
Core Competencies
Empathy and cultural responsiveness; motivational coaching; financial education; problem-solving; teamwork; accountability; professional ethics and client confidentiality.
Work Environment
Office- and community-based work, including partner locations. Occasional evening or weekend events and local travel may be required.
Funding and Sustainability
This position is supported by grant funds. Continued employment depends on organizational needs, performance and funding availability.
Equal Employment Opportunity
PAHH provides equal employment opportunities without regard to any status protected by applicable law.
Must comply with all laws, statutes, rules and regulations which govern the credit union, including but not limited to all the components of the Bank Secrecy Act (BSA) provisions of the US Patriot Act and Office of Foreign Assets Control (OFAC).
Pay: $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Work Location: In person
PEOPLES ADVANTAGE HELPING HANDS (PAHH)
Financial Empowerment Coach
The Cameron Foundation | Financial Empowerment Coaching Initiative
Location: Petersburg, Virginia / Petersburg area
Reports to: Executive Director
Status: Full-time, grant-supported
Salary: $60,000 annually (proposed; subject to approved funding)
About PAHH
Peoples Advantage Helping Hands (PAHH) is a 501(c)(3) nonprofit dedicated to financial well-being, economic mobility and housing stability. PAHH provides individualized financial coaching, financial education and connections to community resources in collaboration with Peoples Advantage Federal Credit Union (PAFCU) and regional partners.
Position Summary
The Financial Empowerment Coach delivers client-centered one-on-one coaching, group education and ongoing financial action planning for individuals and families experiencing credit, debt, savings and housing challenges. The Coach documents measurable outcomes and works with PAHH staff and partners to strengthen long-term financial resilience.
Housing Stability Coaching and Individualized Financial Resilience (60%)
- Coach renters facing housing instability on sustainable housing budgets and financial planning.
- Coordinate appropriate referrals to housing counseling, mediation, rental assistance and homebuyer readiness services.
- Work with PAHH housing programs and partners while observing each program’s eligibility rules.
- Conduct confidential financial assessments of income, expenses, debts, credit, savings and goals.
- Develop individualized financial action plans and provide ongoing coaching and follow-up.
- Help clients create budgets, build savings, understand credit reports and manage debt.
- Maintain accurate, confidential client records using strengths-based, trauma-informed practices.
Financial Education and Outreach (15%)
- Facilitate workshops on budgeting, credit, debt, savings, banking and fraud prevention.
- Participate in community events and collaborate with schools, housing providers and workforce partners.
Partnerships and Referrals (10%)
- Coordinate warm referrals with PAFCU, nonprofit providers and community organizations.
- Track referrals and follow up on client access to recommended services.
Data, Evaluation and Grant Reporting (15%)
- Track sessions, participant demographics, financial goals, credit and savings outcomes.
- Use appropriate financial well-being assessments, including the CFPB scale when applicable.
- Prepare timely program reports and consent-based success stories for funder reporting.
Proposed Annual Performance Measures
Coaching sessions: 200–250
Unduplicated coaching participants: 75–100
Financial education workshops: 12–18
Financial action plans: 90% of participants
Credit improvement: 50% among participants with comparable credit scores
Participant engagement: 75% complete at least two sessions
Financial well-being and housing readiness: Document measurable progress and referrals
The above annual performance metrics will be conducted by two full-time financial coaches with target populations in Petersburg and Richmond.
Minimum Qualifications
- Bachelor’s degree in finance, business, social work, human services or related field preferred; equivalent experience considered.
- At least two years of experience in financial coaching, banking, credit or housing counseling, case management or community services.
- Knowledge of budgeting, credit reporting, debt management and consumer financial products.
- Strong interpersonal, organizational, documentation and computer skills; commitment to confidentiality.
- Ability to travel locally and work effectively with low- to moderate-income households.
Preferred Qualifications
- Financial counseling or coaching certification, or willingness to obtain one.
- HUD housing counselor certification or housing counseling experience.
- Experience in nonprofit or CDFI settings, grant reporting and ALICE household needs.
- Knowledge of community resources in Petersburg area; bilingual skills are a plus.
Core Competencies
Empathy and cultural responsiveness; motivational coaching; financial education; problem-solving; teamwork; accountability; professional ethics and client confidentiality.
Work Environment
Office- and community-based work, including partner locations. Occasional evening or weekend events and local travel may be required.
Funding and Sustainability
This position is supported by grant funds. Continued employment depends on organizational needs, performance and funding availability.
Equal Employment Opportunity
PAHH provides equal employment opportunities without regard to any status protected by applicable law.
Must comply with all laws, statutes, rules and regulations which govern the credit union, including but not limited to all the components of the Bank Secrecy Act (BSA) provisions of the US Patriot Act and Office of Foreign Assets Control (OFAC).
Pay: $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Work Location: In person
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Find Financial Coach JobsFinancial Coach Job Market
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in financial coach jobs.
- Accredited Financial Counselor (AFC) or equivalent certification preferred or required
- One to three years of direct financial counseling or coaching experience
- Proficiency with budgeting tools and financial planning software
- Strong active-listening and behavioral coaching skills for one-on-one client sessions
- Bachelor's degree in finance, social work, counseling, or a related field
- Experience conducting workshops or group financial education sessions
Tips for Your Financial Coach Job Search
Tailor your resume to client outcomes
Financial coach resumes that highlight measurable client results, like debt reduced or savings goals met, outperform generic finance resumes. Translate your coaching sessions into concrete outcomes rather than listing duties, so hiring managers see impact immediately.
Earn a recognized coaching certification first
Many employers filter applicants by certification before reading anything else. The AFC, CFP, or FFC credentials appear frequently in financial coach job postings. If you lack one, prioritize earning it before applying to roles that list it as required.
Apply early to roles that fit
Migrate Mate lists financial coach openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings that match your niche
Financial coaching roles split sharply by population served, such as military families, low-income households, or corporate employees. Filter your search by the client base you have direct experience with, since employers in those niches prioritize demonstrated familiarity over broad finance backgrounds.
Prepare a client scenario for the interview
Interviewers for financial coach roles routinely ask you to walk through a real coaching session. Prepare two or three anonymized client scenarios showing how you diagnosed a financial problem, set a plan, and tracked progress. Generic answers about financial principles do not satisfy this question.
Negotiate scope before accepting an offer
Financial coach compensation often mixes base pay with per-session fees or caseload targets. Before accepting, clarify caseload size, session frequency expectations, and whether benefits are tied to hitting client minimums, so the total package is what you actually agreed to.
Financial Coach Jobs: Frequently Asked Questions
Which companies are hiring the most financial coachs?
The companies hiring the most financial coachs right now include Operation HOPE, JPMorganChase, and Wright-Patt Credit Union, with the largest share of openings in Ohio, Texas, and Illinois, based on current listings on Migrate Mate as of November 2026. Nonprofit credit counseling agencies and employer-sponsored financial wellness programs tend to post the highest volume of openings consistently.
How many financial coach jobs are remote?
About 47% of financial coach openings are fully remote or hybrid as of November 2026, reflecting strong employer adoption of virtual coaching delivery. One-on-one client coaching and financial education webinars are the sub-areas most likely to be fully remote, while roles tied to in-person workshops or community outreach programs typically require on-site presence.
How do you become a financial coach?
Start by earning a recognized credential such as the Accredited Financial Counselor or Financial Fitness Coach certification, which most employers treat as a baseline requirement. Build hands-on experience through volunteer work at a nonprofit credit counseling agency or an employer financial wellness program. Then develop a client-facing portfolio that documents real coaching outcomes before applying to paid roles.
Can you get hired as a financial coach with little experience?
Yes, entry-level financial coach roles exist, particularly at nonprofit agencies, credit unions, and employer assistance programs that train new coaches internally. Your best path in is a recognized certification paired with any direct client-facing experience, even unpaid or volunteer. Roles focused on financial education workshops tend to have lower experience bars than one-on-one debt or retirement coaching positions.
What does the financial coach interview process look like?
Most financial coach interviews run two to three stages. The first is a phone or video screen covering your certification background and coaching philosophy. The second is a behavioral interview asking you to walk through real client scenarios. Some employers add a role-play round where you coach a mock client through a financial problem, so prepare a structured session outline you can demonstrate on the spot.
Where can I find and apply to financial coach jobs?
You can find and apply to financial coach jobs on Migrate Mate, which lists current openings from across the United States in one place. Search the listings to find roles that match your experience, certification, and preferred client population, then apply directly to each listing that fits.
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