+1 760.340.4277 customerservice@myfinancialcoach.com

What is it like working with us?

We are a team that works together to bring premium independent financial wellness and planning to our clients. It is a positive work environment where each individual can shift towards areas that highlight their unique skills to help My Financial Coach grow. Each employee has a direct voice in helping our company grow and they enjoy the freedom and flexibility to find their own projects, that identify and solve real issues. Here, your voice will be heard, respected, and action is taken based on your insights and skills to drive My Financial Coach’s development. You are not just another number.

By constantly growing our Tech Stack and platform beyond our initial Minimum Viable Product, our employees continue to learn and be challenged in how to make our operational and financial planning services stand out above our competitors. You will learn more about technology and the financial wellness & planning space, which will put you at the forefront of this industry and set you up for long term career success.

 

 

Job Positions

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Client Relationship Manager

Are you a motivated individual looking to be a part of the founding team of a fast-growing financial wellness company? Do you enjoy working with individuals to educate them on how group financial wellness can benefit a company?

We are:

An exciting new financial wellness startup that is looking to find a great addition to our growing team dedicated to the field of financial wellness.
A startup with a stable financial backing and a strong leadership team.
Looking to find a Client Relationship Manager to add to our team!

Description:
You will be involved in the day to day growth of My Financial Coach by directly supporting the client journey at the very beginning stages. Through My Financial Coach’s partnerships and company sponsorships, we have many individual clients who need engagement and motivation to start along the journey to financial wellness!
Through developing engagement strategies with our leadership team, you will have the opportunity to deepen relationships with existing partners and continue to improve upon our existing relationships.

Qualifications:
3+ Years of experience working in client-facing roles consisting of strong technical skills, communicative writing, and experience in providing support to various channel partners and clients.
3+ Years of strong customer service background in financial services and financial planning, preferably in a digital setting.

Preferred:
Financial designations
Bilingual in other languages
Working toward or possessing professional designations.
A strong desire to grow into different roles and shape the future of My Financial Coach. Wherever your career path may take you, there will be opportunities that will allow you to grow your career in leadership, project work, marketing, as well as pursue future roles in paraplanning or becoming a Financial Coach.

Benefits:
Competitive base salary with the opportunity to earn a bonus.
Opportunity to 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

Prospective Financial Coach

Are you a motivated individual looking to be a part of the founding team of a fast-growing financial wellness company? Do you enjoy working with individuals to educate them on how group financial wellness can benefit a company?

We are:

An exciting new financial wellness startup that is looking to find a great addition to our growing team dedicated to the field of financial wellness.
A startup with the stable financial backing and a strong leadership team.
Looking to find a Financial Coach to add to our team!

Qualifications:
Must have CFP® credentials. Other designations a huge plus.
Experience working in a start-up environment highly desired.
3+ Years of experience using comprehensive financial planning software

Preferred:
Additional designations
Bi-lingual in other languages
Experience in delivering virtual financial planning

Benefits:
Competitive base salary with the opportunity to earn a bonus.
Opportunity to 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

Prospective Client Services Lead

Are you a motivated individual looking to be a part of the founding team of a fast-growing financial wellness company? Do you enjoy working with individuals to educate them on how group financial wellness can benefit a company?

We are:

An exciting new financial wellness startup that is looking to find a great addition to our growing team dedicated to the field of financial wellness.
A startup with a stable financial backing and a strong leadership team.
Looking to find a Client Services Lead to add to our team!

Qualifications:
3+ Years of experience working in client-facing roles consisting of strong technical skills, communicative writing, and experience in providing support to Financial Coaches/Advisor clients who may need assistance in appointment setting, online registration, and ongoing support.
3+ Years of strong customer service background in financial services and financial planning, preferably in a digital setting.

Preferred:
Financial designations
Bilingual in other languages
Working toward or possessing professional designations.
A strong desire to grow into different roles and shape the future of My Financial Coach. Wherever your career path may take you, there will be opportunities that will allow you to grow your career in leadership, project work, marketing, as well as pursue future roles in paraplanning or becoming a Financial Coach.

Benefits:
Competitive base salary with the opportunity to earn a bonus.
Opportunity to 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

 

 

 

 

Benefits & Extra Perks:

Come work for a company with the independent spirit of a startup, but with the benefits of a more traditional corporate company. We have a great employee benefits package due to our belief that great benefits reduce employee stress and contribute to a healthier workplace. Our great HR provider, Insperity, offers health insurance (we pay for this), Life, Disability, and 401(k) options. These benefits will only continue to grow with the success of our company.

We believe in hard work, but we also believe talented professionals deserve to blow off some steam. As part of our culture, we make it a priority to have monthly team days! Like the service we provide, we keep employee wellness at the forefront, and our team days are a great way to bond with your fellow co-workers. Some past examples are taking a trip to Dave and Buster’s, checking out the “Medieval Times” attraction, or letting loose and being a kid for a day at a build-a-bear workshop. We like rewarding the hard work you do and want you to enjoy coming in on Monday.

 

 

 

 

CATERED FOOD

There is also a social calendar available monthly that displays any fully catered in sandwiches, breakfasts, or other meals. Happy hour is once every week, a perfect reward after completing a hard day’s work.

There are many benefits to working here from just the office space alone. From an aesthetically pleasing, modern environment, to the convenience of restaurants or a variety of stores within walking distance, you will be sure to find comfort working here. And yes, there are complimentary snacks and refreshments as well.

Since we are a digitally based company, where our client interaction is done online, we have flexibility with work hours and the ability to work at home as needed.

 

 

 

 

DOG FRIENDLY

We welcome well-behaved, potty trained dogs here, too. As long as your pet doesn’t serve as a distraction from your work, we definitely wouldn’t mind having an office dog around. Unfortunately, we can only allow dogs. Cats, fish, or other animals are not allowed in the office space.

 

 

 

 

Other Features

We do update our social media with the progression of our story as a business. This can include pictures of you if you are comfortable with that. We also feature blog posts that have been written by our very own coaches and pictures of our monthly team day event. We try our very best to make our working environment operational, as well as rewarding and fun!

Don’t forget to follow us on social media so you can stay updated on job postings and other news. 

How would you like to get started?

Questions? Contact Us.

Call us at 760.340.4277 or email us at customerservice@myfinancialcoach.com

Or fill out the form to the right and we will reply within 24 hours.