Job Title: Financial Coach
Location: Nashville, TN (On-site)
Position Type: Full-time Role Overview:
We are seeking a dedicated Financial Coach to join our team in Nashville, TN. This full-time, on-site role involves providing personalized financial coaching and creating comprehensive financial plans. The Financial Coach will educate clients on personal finance, offer solutions to improve their financial health and wellness, and help them achieve their financial goals. This is not a sales position. BCH is non-fiduciary meaning that we don’t sell products or services , we are just educators/teachers. Key Responsibilities (All of these areas are taught at BCH): - Facilitate financial wellness sessions.
- Conduct one-on-one financial coaching sessions.
- Develop and implement customized financial plans for clients.
- Educate clients on personal finance topics such as budgeting, saving, and investing.
- Provide actionable solutions to enhance clients' financial health and wellness.
- Build and maintain strong relationships with clients and executive management.
- Offer ongoing financial guidance to support clients in reaching their financial objectives.
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