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.
Franchise-Adjacent
The best description we have for MoneyCoach Network is it operates like a franchise for financial coaches: providing operations, marketing support, business management, and software & systems so financial coaches can focus on finding and working with clients.
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 client 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
- Managed 401(k) Plan
Education & Credentials
- AFC or CFP holders preferred
- Working toward AFC, CFP required
- 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.
