PT Financial Coach – Contractor

Posted Oct 31

This is a fully remote position, open to applicants in Ireland.

📋 Description

• Deliver tailored financial coaching to employees through one-on-one virtual sessions lasting 30 minutes.

• Address topics including budgeting, debt elimination, credit management, retirement planning, investment education, insurance fundamentals, and home purchasing.

• Offer impartial, non-sales-oriented coaching aimed at educating and empowering employees.

• Uphold professionalism and confidentiality in all communications.

• Customize coaching and resources according to each employee's unique needs, objectives, and financial situations.

• Utilize digital tools such as video conferencing platforms to facilitate remote coaching sessions.

• Monitor session completion and provide concise documentation of the subjects discussed.


⛳️ Requirements

• Must be fluent in both English and Irish.

• Must be a resident of Ireland.

• Demonstrated experience in financial coaching, financial planning, or personal finance education.

• Comprehensive understanding of budgeting, debt management, retirement planning, credit enhancement, investments, insurance, and home buying.

• Capability to convey intricate financial concepts in a straightforward manner.

• Exceptional interpersonal and communication skills.

• Knowledge of confidentiality and ethical standards in financial education.

• Reliable internet access and the ability to work remotely.

• Proficiency in English is essential, along with fluency in the native language of the country if it differs from English.

• Certification in financial coaching or planning is highly desirable but not mandatory.

• Experience working with a diverse range of populations and financial circumstances is preferred.

• Familiarity with financial systems and practices across multiple countries is advantageous.


🏝️ Benefits

• Flexible, part-time work schedule.

• Work from the comfort of your own home with fully remote sessions.

• Opportunity to make a significant impact by assisting individuals in reaching their financial goals.

• No sales involvement—focus exclusively on delivering unbiased financial education and guidance.

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