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Financial Wellness Coach - Topeka Kansas
Company: Advisors Excel Location: Topeka, Kansas
Posted On: 05/04/2024
Position: Financial Wellness Coach Location: 2950 SW McClure Rd Topeka, KS Job Id: 1902 # of Openings: 1 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: |
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