Financial Wellness Coach

Join to apply for the Financial Wellness Coach role at Cerity Partners

2 days ago Be among the first 25 applicants

Join to apply for the Financial Wellness Coach role at Cerity Partners

Position Summary

Do you have a passion for using your financial planning skills to impact lives? Are you motivated when you can help clients reach their goals? Do you like the challenge of solving the puzzle that can be a client’s complex financial picture? If you answered yes to any of the questions above, we would like to speak with you about being a Financial Wellness Coach with our team.

Position Summary

Do you have a passion for using your financial planning skills to impact lives? Are you motivated when you can help clients reach their goals? Do you like the challenge of solving the puzzle that can be a client’s complex financial picture? If you answered yes to any of the questions above, we would like to speak with you about being a Financial Wellness Coach with our team.

Cerity Partners is excited to open a new office location on O'ahu. This role will be hybrid and based out of Honolulu.

Primary Responsibilities

• Build strong, long-term client relationships. Coaches work with clients to analyze their current financial health, help set short/long-term financial goals, and design a realistic plan of action.
• Provide comprehensive financial advice. Coaches determine what level of financial plan and support is needed for each client and adjust their level of service accordingly.
• Communicate. Coaches must be superior, proactive communicators who can adjust their message and style to the needs of our clients. They must have strong disciplined skills driving follow-up with clients.
• Inspire. Host workshops, seminars, and events on a variety of personal finance topics to assist and encourage participants to take the actions needed to achieve financial stability.
• Brand Ambassador. Enthusiastically advocate the values, ethics, and unique approach our company takes to personal finance and retirement planning.
• Collaborate within the Coaching Team. Coaching teams work both in the field and from our offices. They will need to collaborate well with internal colleagues to track participant progress both individually and at the plan/company level.
• Flexible work environment. Coaches must have the ability to work daily with little direct supervision, but diligence and focus. The job requires regional travel and site visits with our clients.

• Bachelor’s degree
• Current Series 65 license holder or within 120 days of hire.
• CFP designation or current / future pursuit of designation preferred.
• 2-5 years financial planning experience.
• Ability to listen and empathize with participants, spot and analyze issues, and simplify/explain financial concepts to provide solutions.

• Ability to talk to clients independently
• Ability to develop financial plans and investment strategies to present to clients when applicable
• Working knowledge of Salesforce a strong plus.
• Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
• Must accept and thrive in a fast-paced, changing environment.
• Ability to build and maintain relationships with current clients.
• Tenacious about doing what is right for the client – always.
• Ability and willingness for local and extended travel, as needed.

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

• Benefits:
  Health, Dental & Vision Insurance, Flexible spending accounts, Health Savings accounts, 401k savings & investment plan
• Education and Professional Certifications Reimbursement:
  Cerity Partners will reimburse colleagues up to $10,000 per year for pre-approved degrees and certifications subject to a lifetime maximum of $30,000 and various other conditions. Eligible for full time colleagues after 90 days of continous active service.
• Flexible Paid Time off