Junior Partner – Financial Coach

Job Location: Remote
Job Type: Full-time

About The Job:
Founded in 2018, My Financial Coach is on the leading edge of financial planning through a data and model-driven approach. Our membership-fee-driven approach to financial planning delivers in a scalable and consistent way to our clients. This means that because our clients pay an onboarding fee followed by a monthly membership fee, we can focus solely on our clients’ financial wellness and financial outcomes.

As a dynamic startup, we are always growing, and anyone hired to work here will be able to offer their unique ideas and perspectives that will help to build our business model. Your opinions will matter. Your decisions will help us create the culture. You will be valued as a member of our team.

Before applying, please spend at least 15 minutes reviewing our business model and website. You will be expected to tell me general things during our interview.

As a bonus, anyone who meets the qualifications (This means location as well) for the financial coach role will be guaranteed a response.

Anyone applying here will be expected to grow into a leadership or executive role in the future, unless they prefer to remain very technical and specialized within the realm of financial planning.

Qualifications:

• Must have CFP®
• Experience working in a start-up environment is highly desired, hopefully wearing multiple hats.
• Desire to grow a career at My Financial Coach with the ability to scale income based on planning load

Preferred:

• Additional designations
• Bi-lingual in other languages
• Experience growing client relationships

Benefits:

• Base salary with the opportunity to scale income based on client-book size, and the ability to participate in a company bonus
• Earn equity in an early-stage start-up based on customer service metrics
• Opportunity to grow your career in a financial wellness start-up company that wants to see you succeed!
• Mentorship by leaders in the field of financial wellness
• A fully paid company-provided health insurance plan
• Access to a 401(k) plan with potential profit-sharing in the future
• Access to an FSA plan
• PTO/Holiday/Sick days available

My Financial Coach, LLC. IS AN EQUAL OPPORTUNITY EMPLOYER

Are you a motivated individual looking to be a part of the founding team of a fast-growing financial wellness and planning company? Do you enjoy working with medical professionals on an individual basis to educate them on how unbiased and unconflicted financial planning can help them achieve their goals? Are you looking to expand your tax planning background with a group of dedicated CFP®s?

Our Mission:
We work with individuals by using our comprehensive financial planning and modeling technology paired with a personal CFP® to uncover and fill financial gaps.

About us:
Founded in 2018, My Financial Coach has focused on providing financial planning and wellness through the use of technology and financial experts. Our leadership and operations team ranges from world-renowned economists to leading financial planners from famous fintech startups. We hope to shape the financial services industry towards a truly unbiased and unconflicted professional service that can dedicate itself to its clientele. Based out of Phoenix, Arizona, and servicing the whole United States, My Financial Coach’s planning service is a membership fee-based financial planning company. As such, our coaching model takes into account workplace benefits, business entities set up by our clients, as well as areas that other advisors may not have worked on with their clients.
We look forward to changing the world of financial services one account at a time!

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