Financial Coach Resume Samples

A Financial Coach assists clients with the basics of money management. The job description entails working with clients who are unable to manage money or have obstacles in keeping and managing finance. A well-drafted Financial Coach Resume mentions the following duties and responsibilities – helping clients with the basics of money management, developing healthy money habits that will last, educating clients on the basics of personal finance and work; creating a financial plan that reflects the goals; empowering clients and taking responsibility for their decisions, providing accountability, and improving the financial literacy of the clients.

Financial coaching does not require any official license, so anyone interested in the field can become one. However, a certain level of financial expertise is required. Crucial skills that can highlight a resume include – knowledge of financial products, investments, stocks, and mutual funds; and financial literacy. A Master’s qualification in finance is commonplace among job applicants.

Financial Coach Resume example

Financial Coach Resume

Summary : Acquired skills and techniques that allow me to examine what makes people and places special. This includes how to assist a successful organization in becoming better. Work history includes over 20 years of professional customer service experience within: Higher Learning Institutions, Financial Institutions and Non Profit agencies. Duties have included: Teaching, Managing, Coaching and Administrative.

Skills : Financial Management, Teaching, Public Speaking.

Description :

    1. Educated/Teached students about the importance of managing financial resources and planning for the future.
    2. Conducted workshops.
    3. Met w/ students individually and in groups along with tracking their progress.
    4. Researched on-line resources for students to access.
    5. Provided financial aid assistance w/ federal & state programs.
    6. Provided information to students about financial aid opportunities (i.e. grants, loans, scholarships, waivers, etc.).
    7. Provided students w/ options & alternatives for financing educational goals.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MBA In Business Administration


Financial Coach Resume

Summary : Detail-oriented with strong analytical skills and hands-on experience seeking a position with an organisation where I can utilise my skills and experience to improve operations, increase profitability, and enhance growth. To secure a career that will challenge, improve and expand my skills and abilities.

Skills : Medical, Customer Service, Financial Management.

Description :

    1. Educated families how money works.
    2. Made sure they are properly protected, debt free and financially independent.
    3. Assisted families in reaching their financial goals, all based on information they provide.
    4. Covered all major areas of home finance, including retirement and savings strategies, debt management, income protection needs, auto and home owners insurance and more.
    5. Collected St Josephs Hospital/ Ventures Billing 3001 Dr Martin Luther King Blvd.
    6. Documented account activities, process accounts for bad debt.
    7. Performed special duties as necessary.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
AA In Liberal Arts


Financial Coach Resume

Headline : Financial Coach with 8 years of experience in creating an environment that acknowledges, encourages and celebrates differences, Functioning and communicating effectively and respectfully within the context of varying beliefs, behaviours, orientations, identities and cultural backgrounds.

Skills : Worked For A Professional Cleaning Company, Focusing On Residential And Commercial Properties.

Description :

    1. Worked one on one with families to help create a detailed financial game plan.
    2. Wrote life insurance polices, shopped their home and auto insurance, helped with processing Wills.
    3. Stayed in constant contact with all my clients to make sure they were on track with their goals.
    4. Responsible for interviewing and processing background checks for potential new teammates.
    5. Responsible for training new teammates and helping them pass their state tests.
    6. Promoted twice in the last year.
    7. Provided group sessions in a computer lab to assist students with the submission of the Free Application for Federal Student Aid (FAFSA) and to learn about the HCC financial aid process.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associate's In Arts

Financial Coach Resume

Headline : Financial Coach with 7 years of experience in Seeking opportunities to gain experience working and collaborating in diverse, multicultural, and inclusive settings with a willingness to change for continual improvement, Adhering to all PSUs policies including the policies on Prohibited Discrimination & Harassment and the Professional Standards of Conduct.

Skills : Retail Sales, Customer Service, Financial Analysis, Financial Analysis, Budgeting, Presentations.

Description :

    1. Ran my own business within the business.
    2. Able to change peoples lives in just a few minutes of sitting down with them.
    3. Helped people truly understand what it means to be financially independent and have them understand that it's something that is actually obtainable.
    4. Used Understanding of finances and how to properly build wealth for retirement and a comfortable life.
    5. Able to manage my own time and to be a go-getter without answering to a boss or having someone always tell you what needs to be done.
    6. Recruited Team members, manage teams, attend regular business meetings, assist trainees to attain state licenses (stock and insurance).
    7. Initiate internal and external outreach programs to increase the number of students applying for financial aid (i.e.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School Or Equivalent

Financial Coach Resume

Headline : Financial Coach with 6 years of experience in Working directly with a student caseload on topics related to achieving financial wellness and academic success, while building trust with and demonstrating respect to each student.

Applies a student-centered and solution-focused approach, helps students in developing a financial plan, identifies additional funding options that may be available to them, refers them to relevant university resources, and ensures students understand loans and repayment options.

Skills : Marketing, Management, Sales, Customer Service, Operations Management, Account Management.

Description :

    1. Responsible for Agent to Client relationship.
    2. Used of discretion when discussing financial future plans.
    3. Impacted comes in the value of helping families be better prepared for their financial future and goals.
    4. Impacted of working together with a team to field train and assist on appointments with existing and future clients.
    5. Used a data compilation program based on financial information provided by clients to help families have a computerised financial game plan to become debt free with the use of a debt watchers program.
    6. Provided Life Insurance to clients based on their financial needs.
    7. Provided one-on-one financial and career coaching with 13 clients.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Applied Associate Degree

Financial Coach Resume

Headline : Strong problem solving and decision making skills with the ability to develop and implement effective action plans. Demonstrated experience in the coordination of all aspects of training and retaining quality employees.

Skills : Microsoft Suite, Excel, Outlook, Google Docs, Mentoring, Co-Active Coaching, Planning & Goal Setting, Designing Actions, Managing Progress & Accountability.

Description :

    1. Hold Maryland State Board Life Insurance License.
    2. Certified through Primerica to quote Auto and Home Insurance, and to sell Fixed Index Annuities and the Primerica Legal Protection Program.
    3. Consulted with clients to draft a detailed Financial Needs Analysis (100% satisfaction rating).
    4. Provided a variety of flexible solutions for each financial challenge (detailed budgets, reducing bills, home re-financing, and providing life insurance appropriate for family needs).
    5. Executed each solution chosen by the client.
    6. Monitored client progress toward career and financial goals.
    7. Monitored and managed collections.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor's In Accounting

Financial Coach Resume

Objective : A teacher seeking an entry-level Financial Coach position as an adjunct Spanish professor. Highly effective with building rapport with students as creating a dynamic learning environment.

Skills : C#, Python, HTML, CSS3, AngularJS, Javascript, .NET, Asp.Net, Entity Framework, Agile Development.

Description :

    1. Assisted with presentations to investors and banking institutions.
    2. Assisted and empowered customers to identify and assess their personal needs.
    3. Assisted clients with goal setting, budgeting, credit building and debt reduction, savings, utilization of quality financial services, and asset development.
    4. Developed and maintained customer relations Offer Financial Needs Analysis to customers and give presentations on the products offered Sell Life.
    5. Conservatively interacted with Members to help meet their financial needs, proactively recommend Credit Union products and services, and accurately address members’ service needs. 
    6. Educated Members on ease of use and convenience services, including PTM technology where applicable, to encourage increased use of the cooperative while building and deepening relationships.
    7. Proactively and efficiently, closed and disbursed approved loans originated in the Member Center Network and/or through alternative delivery channels.
        Years of Experience
        Experience
        2-5 Years
        Experience Level
        Level
        Executive
        Education
        Education
        Diploma In Education

        Financial Coach Resume

        Objective : Financial Coach with 3 years of experience in Ensuring students are confident in their overall financial plan to fund the completion of their degree and addressing any career or post-graduation concerns students may have, Assisting students engage with appropriate on-campus and online resources (i.e. iGrad) that will improve students' financial literacy.

        Skills : Coaching, Managing, Learning.

        Description :

          1. Accurately processed new accounts and loan requests for new and existing Members and perform maintenance on members’ accounts as requested. (Do it right the first time). 
          2. Asked open-ended questions to uncover additional opportunities to save Members money and/or time by reviewing accounts and reports, as well as making outbound calls to deepen member relationships. 
          3. Proactively identified qualified referrals for Members that will save Members time, money and provide a peace of mind. Referrals are primarily to our Mortgage Lending, Member Business Services and Retirement Solutions teams.
          4. Assisted Members with questions regarding WPCU products and services as well as resolve members’ complaints.
          5. Performed miscellaneous duties such as end of day activities, creating requested reports, filing, answering phones, maintaining supplies, operating a cash drawer, etc.
          6. Learned and applied a variety of software applications.
          7. Developed plans of action and provide tools, resources, and promote accountability to clients to help them meet their goals.
                          Years of Experience
                          Experience
                          2-5 Years
                          Experience Level
                          Level
                          Executive
                          Education
                          Education
                          MS

                          Financial Coach Resume

                          Headline : Financial Coach is Assisting with outreach to student populations and provides consistent communication to student's part of individual caseload, Responding to student concerns in a timely manner, Facilitating financial wellness workshops as needed.

                          Skills : Financial Skills, Budget Management, MS Office.

                          Description :

                            1. Assisted clients in assessing and resolving current financial challenges, while providing a wide lens on their financial health to shift the approach to proactive financial management.
                            2. Worked with clients to complete a detailed financial assessment.
                            3. Developed a budget and provided strategies for budget improvement.
                            4. Assessed clients’ financial history and provide strategies for credit building and increasing net assets.
                            5. Understood and collaborated with colleagues providing other services offered by the IRC, such as employment, career development, case management, and education services.
                            6. Developed workshop materials or tailor existing materials to meet the needs of the community. Workshop topics should be relevant to the community, and may include topics such as: budgeting, savings, banking products, credit building, and identity theft.
                            7. Scheduled and delivered workshops and training's.
                                      Years of Experience
                                      Experience
                                      5-7 Years
                                      Experience Level
                                      Level
                                      Executive
                                      Education
                                      Education
                                      GED

                                      Financial Coach Resume

                                      Headline : Financial Coach is Assisting the Program Manager to further enhance financial wellness program, Engaging in monthly evaluations and professional development opportunities to continue ongoing improvement of coaching skills and student service, Assisting the Program Manager with reviewing applications, and managing other logistics related tot he departmental scholarship.

                                      Skills : Recording, Reporting, Documenting.

                                      Description :

                                        1. Collaborated with partners to expand financial literacy support to community members and provide community-based classes.
                                        2. Administered credit-building and other consumer loan program and ensure applications have been compiled and submitted in a timely manner.
                                        3. Reviewed of documentation for loan applications.
                                        4. Ensured clients showing financial instability receive additional coaching for their own stability and success.
                                        5. Recorded outcomes within ETO database and satisfy related reporting requirements in alignment with funder objectives.
                                        6. Used Efforts to Outcome (ETO), client management system, to document and reflect client outcomes accurately and in a timely manner.
                                        7. Completed Family budgets and net worth worksheets for financial counseling clients, as well as recording credit reports.
                                                Years of Experience
                                                Experience
                                                5-7 Years
                                                Experience Level
                                                Level
                                                Executive
                                                Education
                                                Education
                                                MS