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Robert Half Logo Robert Half · Banking

Finance Coach

United States, Minneapolis · Job Posted May 15, 2026
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Job Description

We are seeking a relationship-driven Financial Coach to help individuals better understand their financial habits, budgeting behaviors, and the tools and resources available to support their goals. This is not a financial advisor role. Instead of directing people on what to do with their money, this position focuses on education, behavior-based coaching, and building confidence.

Job Responsibility

  • Conduct one-on-one financial coaching sessions using a supportive, nonjudgmental approach
  • Help individuals build a clear picture of where their money is going and identify opportunities to move more spending toward savings
  • Guide clients through a three-session coaching experience, with the first session focused on creating a visual snapshot of spending and financial habits
  • Build trust and rapport quickly during 60-minute sessions where clients may share personal financial information
  • Personalize coaching conversations based on each individual’s needs and goals
  • Educate clients on available financial tools, resources, and support options
  • Promote awareness of coaching services and related offerings through outreach and lead generation efforts
  • Support pilot programs and ongoing improvements to the coaching experience

Requirements

  • Experience in coaching, financial wellness, budgeting, customer service, or a related field
  • Strong communication and relationship-building skills
  • Ability to discuss sensitive financial topics with empathy and professionalism
  • Comfortable taking an educational, non-directive approach rather than giving financial advice
  • All applicants applying for U.S. job openings must be legally authorized to work in the United States

What we offer

  • Medical
  • Vision
  • Dental
  • Life and disability insurance
  • 401(k) plan
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