Financial Wellness Coach

WellAdvised(k) is an end-to-end financial well-being management firm specializing in the design, development, and implementation of customized human-centered corporate financial wellness programs to assist clients and their employees developing sound financial wellness programs.

Financial Wellness Coach Duties and Responsibilities

• Provides coaching services to clients’ employees following financial wellness program protocol.  Creates an environment that is motivating, supportive, non‐competitive, and non‐judgmental for client employees.
• Become a subject matter expert in personal financial wellbeing and Medicare. 
• Supports individual clients by encourages goal setting, providing information, offering solutions, encouraging progress, working to address financial hardships and opportunities.
• Being accessible to clients before and after sessions to answer questions and follow-up on issues that cannot be answered during scheduled time.
• Works with the Assistant Vice President of WellAdvised(k) to ensure appropriate staffing and scheduling of financial wellness programming and services.
• Demonstrates professionalism and on time communication at all times with complete client confidentiality.

Financial Wellness Coach Requirements

• Bachelor’s degree in a financial, wellness or related field.
• Minimum one year of experience in the financial industry or able to demonstrate other appropriate experiences.
• Health Insurance License
• Medicare License
• Preferred: CFP or other applicable certifications

Financial Wellness Coach Skills

• Knowledge of basic financial wellbeing, financial literacy, and employee benefits.
• Demonstrated ability to multi-task, attention to detail, and maintain records.
• Proficient in Microsoft Office Suite.
• Excellent written, oral and interpersonal communication skills (1 on 1 and group setting).
• Demonstrated ability to work effectively with a diverse group of people and multi-matrix organization.
• Strong organization and time-management skills.

Financial Wellness Coach Special Situations

• May be required to work outside of “regular” working hours to accommodate clients’ schedules and shift work.
• May be required to travel to sites within a geographical region or to various locations within a defined area (all travel reimbursed).
• Potential flexibility in workplace location (i.e. work from home, office space).

Financial Wellness Coach Benefits 

• Opportunity for salary and/or commission
• 401(k)
• Medical, dental, and vision coverage
• Paid Time-off
• Flexible Spending Accounts 
• Employee and dependent life insurance
• Disability insurance

BABB’s mission begins “at home” by offering:

• Family-owned values
• Beautiful historic building worksite on Pittsburgh’s vibrant north shore
• Free parking
• Commitment to personal development
• Health-based rewards incentive program
• Gym / workout room
• Consistent social and community activities