Expression of Interest: Financial Coach
Core
Empower clients to achieve financial goals, develop personalized financial plans, and help them realize a better financial future.
Role type
Financial Coach (Strategic or Performance)
Builds
Personalized financial plans and client financial programs
Domain
Personal Finance / Wealth Management
Deliverable
client delivery
Required skills
Financial advising qualification (NZCFS), client-facing experience, interpersonal skills, ability to present solutions and close sales, self-management, business development, knowledge of financial markets
Preferred skills
Ability to establish rapport quickly, identify client needs, overcome objections