Financial Coach (Wealth Management)

TL;DR

Financial Coach (Wealth Management): Supporting clients in implementing unique cash flow and alternative investment strategies using the Income SnowballTM system with an accent on long-term relationship management and client success. Focus on delivering personalized financial coaching, driving client renewals, and applying patented wealth-building systems.

Location: Remote (USA)

Company

A 20-year-old BBB-certified national wealth coaching firm dedicated to creating a Wealth Revolution through education and coaching.

What you will do

• Provide coaching on cash flow and alternative investment strategies.
• Implement and guide clients through the patented Income SnowballTM system.
• Foster and maintain strong, multi-year client relationships to ensure long-term success.
• Work independently to deliver high-quality financial guidance and support.
• Manage client interactions through bi-monthly or quarterly meetings.

Requirements

• Must be an independent contractor (1099 role).
• Ability to influence others and build rapport without formal authority.
• Strong communication, active listening, and professional demeanor.
• Systems-oriented mindset with a willingness to learn and follow established processes.
• High level of organization and punctuality.

Culture & Benefits

• Monthly fees per meeting plus residual commissions from annual contract renewals.
• Flexible working days and hours with a full remote arrangement.
• Significant income potential (six-figure potential).
• Comprehensive new hire and ongoing personal development training programs.
• Values-driven environment focusing on trust, excellence, accountability, and service.