Position: Financial Wellness Coach
Department: Employee Initiatives
Reporting to: Director of Employee Initiatives
Overview:
We are looking for a passionate Financial Wellness Coach to join our team and help our employees pave their way to financial health and security. As a unique perk, the Financial Wellness Coach will provide personalized, one-on-one support on key topics such as budgeting, savings, debt management, and overall asset-building strategies.
At Advisors Excel, we're committed to fostering a culture where the well-being and financial health of our employees are top priorities through our Life Center offerings. If you have a background in financial coaching and enjoy making a positive impact on people's lives, we'd love talk to you. Ready to be part of a crew that values financial well-being? Join us at Advisors Excel!"
What you'll do:
- Provide one-on-one support to employees, understanding their unique financial goals/challenges
- Regularly meet with employees to better understand their financial goals
- Provide customized coaching; assisting with goal setting, budgeting, credit building, debt management, saves, utilization of financial services and asset development
- Develop and deliver educational classes on Financial Wellness topics
- Collaborate with community partners to provide resources to employees
- Track program engagement
- Stay informed about industry trends and financial tools to provide relevant and up-to-date advice
Experience you'll bring:
- Passion for making a positive impact on individuals lives through financial coaching
- Strong understanding of personal financial topics including budgeting, saving, debt management strategies, and best practices
- Enthusiastic, dependable, self-motivated
- Confident, professional, and articulate in written and verbal communication; ability to build a rapport with all personality types
Bonus Points:
- Previous experience as a Financial Planner or Financial Advisor
- Industry designation or willingness to obtain (CFP, AFC, ChFC)
- Life and Health Licensed
- Series licensed or willing to obtain
- Familiarity with 401(k) plans
What you'll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site cafe, gym and even an on-site primary care physician
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance... and so much more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions, to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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Advisors Excel
401(k)
April 10, 2024