Excited by financial coaching
But not running a coaching business?
MoneyCoach Network partners with financial coaches to handle the entire “business” side of having a financial coaching business, so you can focus on helping clients transform their financial lives.
Explore what it looks like to coach with full support behind you.
Our Mission
Our mission is to help financial coaches be more successful by allowing them to focus on what they love - helping clients.
Discover a group where you can focus on clients, grow your business, and join a team of like minded coaches who help and support each other.
Financial Coach/Counselor
MoneyCoach Network is looking for financial coaches/counselors with a passion for helping people improve their relationship with money.
This role is ideal for financial coaches who love working with clients, but aren't a fan of running the business side.
What You'll Do/Responsibilities
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Work with clients regularly to review spending, provide accountability, and help them build healthy financial habits
- Utilize our Coaching Operating System TM to ensure follow through for the entire client experience, from prospect to client through offboarding
- Use our coaching frameworks, programs, and pricing, modifying them as needed for your niche
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Document client progress and celebrate milestones
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Participate in marketing and sales activities for prospective clients
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Facilitate and assist with the onboarding process
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Participate in our community of coaches who share ideas, learnings, and encouragement
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Engage in company meetings and continuous improvement opportunities
Position Details
- Independent contractor (1099)
- Flexible scheduling
- Remote work
- Professional development opportunities
- Access to a national network of financial coaches ???
- Employer sponsored retirement savings
Education, Credentials & Experience
- Working toward (or plan to) AFC, CFP desired - other certifications may be considered
- Education, training or degree in a related field preferred: Finance, Business, Psychology, Counseling
We're Looking For Coaches Who/Desired Skills
- Strong interpersonal skills
- Ability to counsel clients on spending without judgement
- Good follow-up skills
- Value collaboration, community, and continuous learning
- Preferred skills
- Experience coaching or counseling clients
- Experience with budgeting, debt management or other financial services software
FAQ
Do I need prior coaching experience?
What tech do I need?
Where will I meet with prospects and clients?
How many clients will I work with?
Is this a sales job?
How does the client relationship work?
Is MoneyCoach Network a course? Membership? Coaching program?
Support the Growth of Your Financial Coaching
Spend more time in front of more clients by letting us support the back-end of your business.
Management Team
Josh Escalante-Troesh
CFP | MBA
Josh has over two-decades experience guiding entrepreneurs as a business consultant, Tenured Professor of Entrepreneurship and Personal Finance, and fiduciary financial advisor for business owners.
He has been a C-Level Vice President of Marketing & Business Development for a credit union and has owned numerous businesses himself.
Amelie Riendl
AFC | PMP
Amelie brings more than 15 years of project management and software development experience from organizations including Johnson & Johnson, Walmart Home Office, and PDL BioPharma.
At Financial Coaches Network, she leads the development and implementation of systems, education, and technology that support financial coaching businesses.