Coach Recruit
Cerity Partners
Financial Wellness Coach
Cerity Partners is seeking a dedicated Financial Wellness Coach to provide comprehensive financial planning services to clients. In this role, you will build strong client relationships, analyze financial health, set goals, and design actionable plans to achieve financial stability.
Key Responsibilities
- Develop and maintain long-term client relationships.
- Analyze clients' financial situations and set short- and long-term goals.
- Provide tailored financial advice and adjust services as needed.
- Host workshops and seminars on personal finance topics.
- Serve as a brand ambassador, advocating the company's values and approach.
- Collaborate with internal teams to track client progress.
- Work independently with regional travel to client sites.
Qualifications
- Bachelor's degree in finance, economics, or a related field.
- Proven experience in financial planning or advisory roles.
- Strong communication and interpersonal skills.
- Ability to work independently and manage multiple client relationships.
- Willingness to travel regionally as required.
Application Process
Interested candidates should submit a resume and cover letter detailing their qualifications and passion for financial coaching.
Cerity Partners is an equal opportunity employer, committed to creating an inclusive environment for all employees.
Join us in empowering clients to achieve their financial goals through personalized coaching and support!
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