[Hiring] FinPath Financial Coach @HUB International

Role Description

As a FinPath Financial Coach, you will work one-on-one with participants to help them build healthy financial habits, overcome financial challenges, and create actionable plans aligned with their short and long-term goals. You will serve as a trusted accountability partner, helping participants gain real confidence through education, behavior change, and personalized guidance. If you are compassionate, approachable, and passionate about simplifying financial topics for real people, this role is for you.

Key Responsibilities

• Conduct confidential one-on-one financial coaching sessions via phone, video, and in person as applicable.
• Travel occasionally to support in-person financial wellness events, employee benefits fairs, and on-site coaching engagements at employer client locations.
• Guide participants in building action plans across budgeting, debt management, emergency savings, credit improvement, homeownership, student loans, retirement readiness, and other financial wellness topics.
• Facilitate engaging financial wellness webinars, workshops, and group presentations for employer clients.
• Apply a coaching approach (including motivational interviewing techniques) that drives lasting behavior change.
• Document sessions accurately and consistently within HubSpot CRM.
• Maintain professionalism, confidentiality, and strong participant relationships throughout the coaching relationship.
• Collaborate with internal teams to support program engagement, quality, and continuous improvement.
• Stay current on personal finance topics, financial wellness trends, and coaching best practices.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Experience in financial coaching, financial education, credit counseling, banking, or related fields.
• Strong working knowledge of personal finance: budgeting, debt, credit, savings, and retirement planning.
• Excellent communication, active listening, and presentation skills.
• Comfortable facilitating both individual sessions and group workshops.
• Ability to travel occasionally for in-person events and employer site visits.
• Proficiency with virtual meeting platforms and standard productivity tools.

Preferred Qualifications

• Professional certification: CPFC, AFC, ChFC, or equivalent (or active pursuit of one).
• Bilingual in English and Spanish (is a plus).
• Motivational interviewing or structured coaching methodology training.
• HubSpot CRM experience.
• Strong organizational and time management skills in a remote or hybrid environment.

Benefits

• $65,000-$68,000 per year.
• 10-15% yearly discretionary bonus.
• Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave.
• Monday-Friday (8am-5pm).
• 2 weeks of vacation, sick leave, personal days, and floating holidays.
• Remote schedule.
• Travel: Up to 25%.