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Financial Literacy Coach (Remote)

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Educate clients on financial principles to build personalized financial plans

As a Financial Literacy Coach, you will educate individuals, families, and business owners on essential financial principles and develop customized strategies to help clients work toward long-term goals. You will provide personalized, holistic financial solutions and ensure accuracy in financial planning. The role requires strong interpersonal and communication skills to build trust and deliver tailored guidance in a competitive, growth-orient...

Why This Role?

Ongoing training, mentorship, and professional development opportunities with a clear path for career advancement

Key Responsibilities

  • Educate individuals, families, and business owners on essential financial principles
  • Develop customized financial strategies tailored to client goals
  • Provide personalized holistic financial solutions for long-term planning
  • Ensure accuracy in financial planning through attention to detail
  • Communicate financial concepts clearly through strong verbal and written skills

Requirements

  • Strong desire to help clients achieve financial security and independence
  • Ability to create and analyze financial plans with precision
  • Excellent interpersonal and communication skills
  • Reliable computer with camera and microphone and stable internet connection
  • Legally authorized to work in the U.S. and be a U.S. resident
  • Ability to pass a criminal background check

Required Skills

financial planningclient educationcommunicationfinancial analysisstrategic planninginterpersonal skillsattention to detail
View Original Description from Jobg8 (United States)Show more

Original description from Jobg8 (United States)

Chesaning, Michigan (United States) Are you passionate about helping others achieve financial success? Do you thrive in a competitive, growth-oriented environment where teamwork and integrity are valued? If so, The Sjoberg Group is looking for motivated individuals to join our expanding team of financial professionals. About the Role: As a Financial Professional, you will provide personalized, holistic financial solutions to help clients work toward their long-term goals. Youll educate individuals, families, and business owners on essential financial principles, develop customized strategies, and ensure accuracy in financial planning. What We Look For: Strong desire to help clients achieve financial security and independence Ability to create and analyze financial plans with precision and attention to detail A competitive mindset with a passion for continuous learning and professional development A team player who celebrates the success of both clients and colleagues A commitment to the core values of integrity, character, accountability, and dependability An entrepreneurial spirit with a drive to contribute to the organizations overall growth Qualifications: Thrive in a competitive work environment Strong interest in all aspects of financial literacy and planning Reliable computer with camera and microphone Stable internet connection Excellent interpersonal skills Strong verbal and written communication skills Passion for helping people achieve financial success Ability to pass a criminal background check Legally authorized to work in the U.S. and be a U.S. resident What We Offer: A dynamic and supportive work environment with a focus on work-life balance Ongoing training, mentorship, and professional development opportunities A clear path for career advancement in the financial industry The opportunity to make a meaningful impact in people's lives If youre ready to build a rewarding career while making a difference, apply today and take the next step in your professional journey with The Sjoberg Group!

Salary Context

Similar Operations roles on LokerDollar pay around $110k/yr (range $2.9k–800k/yr, n=314 active listings).

Hiring at The Sjoberg Group

The Sjoberg Group has 3 other active roles on LokerDollar and has been hiring here since Aug 12, 2026 — across Operations, Marketing.

View all The Sjoberg Group openings →

This listing is sourced from Jobg8 (United States), with the company profile and full details on this page. The one thing we can't auto-confirm is whether this specific apply link opens cleanly — it usually does, so go ahead and try it. Check back later if it doesn't load.

Estimated salary
$80k–140k/yr
Based on similar roles — not stated by the employer
Job Type
full time
Location
Remote · United States
Category
Seniority
entry
PostedNewNew & verified
Sep 16, 2026

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Frequently asked questions

Is Financial Literacy Coach (Remote) at The Sjoberg Group a remote job?
Yes, Financial Literacy Coach (Remote) at The Sjoberg Group is remote, but limited to candidates in United States. Check the listing for location requirements.
What type of employment is Financial Literacy Coach (Remote) at The Sjoberg Group?
This is a full time position.
How do I apply?
Click the "Apply" button on this page to go to the official application at The Sjoberg Group.

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