[Hiring] Financial Coach & Investment Mentor @Paired

Role Description

We are looking for a Financial Coach & Investment Mentor to support members throughout an 8-week financial education program. In this role, you will:

• Guide members from onboarding through program completion.
• Lead group sessions and conduct 1:1 follow-ups.
• Answer questions inside the community and help members stay motivated and accountable.
• Become a trusted educational guide for participants, helping them understand investment concepts clearly.
• Create a warm, energetic, and confidence-building experience.

This is a highly visible role that combines financial education, customer success, community engagement, coaching, and on-camera facilitation.

Qualifications

• Around 5 years of experience in finance, investments, or a related field.
• 2–5 years of experience teaching, coaching, mentoring, or training others.
• Hands-on investing experience, either by investing your own money or helping others understand how to invest.
• Relevant certification, training, or education in finance, investments, or a related area.
• Strong understanding of the Latino market in the United States, including their financial reality, fears, and goals.
• Native-level Spanish.
• High energy, charisma, and confidence speaking on camera.
• AI-first mindset, with willingness to use, improve, and “train” AI tools in your daily work.

Requirements

• Guide members through weeks 3–8 of an 8-week financial education program.
• Lead live group sessions and support 1:1 coaching when needed.
• Onboard new members and help them stay engaged throughout the program.
• Answer questions and provide support through Skool, DMs, and community posts.
• Explain financial and investment concepts in a simple, clear, and engaging way.
• Track member progress, feedback, and participation.
• Help collect testimonials, wins, and member success stories.
• Use AI tools and internal systems to improve the member experience.

Benefits

• Competitive salary.
• Ability to work remotely.