Finance Coach

Description Position Summary 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. Key Responsibilities + 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 Qualifications + 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 Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .