Financial Coach and Client Success Manager

  • Part-Time
  • Remote
  • Ends on May 24, 2025

Overview

HIRING: Financial Coach and Client Success Manager

Join us, a Financial Coaching Practice specializing in helping 6 Figure Earners learn to manage their cash flow, pay off debt and learn to invest so they can build wealth without pointless sacrifice.

We’re searching for a Financial Coach who will act as a Client Success Manager who can do more than just crunch numbers—you’ll be coaching clients through the financial strategies AND the mindset shifts that are necessary for long-term success. You’ll guide them through the process of analyzing their financial picture and building a plan to achieve their own personal wealth goals while wealth-building strategies, identify the mental roadblocks holding them back, and keep them accountable to taking real financial action.

(More details in the application link)

This will start off as a part-time position working about 20 hours a week during business hours across US time zones, and 2-3 Saturdays a month to serve our international and busy professional clientele. There will be opportunity to grow to full time as we are experiencing rapid growth!

Perfect fit? Not only are you obsessed with building wealth for yourself, you’re keenly tuned into the role that mindset and societal pressures play in personal finance. You love to help folks shift their mindset to see how their perceptions and beliefs are holding them back.

🕒 Hours & Growth Path
Starting: Part-time, ~20 hours/week during US business hours
Includes: 2–3 Saturdays/month to serve international and busy professionals
Growth: This will ramp up quickly to 40 hours/week as we scale
Payment: Part time starting between $24-48k/year and Full time $58-92k/year based on experience

Tagged as: client success, coaching, financial, money, personal finance

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Qualifications

Financial Expertise: Strong understanding of financial planning, cash flow management strategies, debt payoff tactics, wealth-building principles, and personal/business finance. Coaching & Client Success: You know how to ask the right questions, identify client roadblocks, and help them make breakthrough decisions. Communication Mastery: Exceptional ability to coach, educate, and keep clients engaged throughout their journey. Organized & Proactive: Ability to track client progress, manage coaching notes, and ensure accountability. Tech-Savvy: Proficiency in CRM platforms (ClickUp preferred) and financial tracking tools. Growth Minded: You're always looking for ways to improve client engagement, retention, and coaching strategies.
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