About the Job:
Founded in 2018, My Financial Coach is on the leading edge of financial planning through a data and model‑driven approach. Our membership‑fee‑driven approach delivers scalable and consistent services to clients, allowing us to focus solely on their financial wellness and outcomes.
As a dynamic startup, you will have the opportunity to contribute unique ideas and perspectives that help build our business model. Your opinions and decisions matter and shape our culture. You will be a valued member of our team.
Before applying, please spend at least 15 minutes reviewing our business model and website. You will be expected to discuss general concepts during the interview.
Anyone who meets the location and qualification requirements for the Financial Coach role will receive a response. Candidates will be expected to grow into a leadership or executive role, unless they prefer to remain highly technical and specialized within financial planning.
Qualifications: Must have CFP® certification
Experience working in a startup environment is highly desired and you should be comfortable wearing multiple hats
Desire to grow a career at My Financial Coach with the ability to scale income based on planning load
Preferred
Bi‑lingual in other languages
Experience growing client relationships
Base salary with the opportunity to scale income based on client‑book size and participate in a company bonus
Earn equity in an early‑stage startup based on customer service metrics
Opportunity to grow your career in a financial wellness startup that wants to see you succeed
Mentorship by leaders in the field of financial wellness
A fully paid company‑provided health insurance plan
Access to a 401(k) plan with potential profit‑sharing in the future
Access to an FSA plan
Our Mission:
We work with individuals by using our comprehensive financial planning and modeling technology paired with a personal CFP® to uncover and fill financial gaps.
About us:
Founded in 2018, My Financial Coach focuses on providing financial planning and wellness through technology and financial experts. Our leadership and operations team range from world‑renowned economists to leading financial planners from renowned fintech startups. We aim to shape the financial services industry toward a truly unbiased and unconflicted professional service that dedicates itself to its clientele. Based out of Phoenix, Arizona, and serving the entire United States, My Financial Coach’s planning service is a membership‑fee‑based financial planning company. Our coaching model considers workplace benefits, business entities set up by clients, and other areas that other advisors may not have addressed. We look forward to changing the world of financial services one account at a time!
