SUMMARY:
At Financial Finesse, we are passionate about our mission to empower people to achieve financial independence, and we utilize thoughtful and innovative strategies to expand our impact. We are looking for highly talented and experienced personal finance coaches to grow our integral team.

With the ability to cover any financial topic, from serious debt issues to advanced estate planning, the programs are delivered through a wide variety of mediums, such as in-person, online, over the phone, and in group settings. Our coaches are focused on providing people with completely unbiased information and guidance, so individuals can make independent and informed decisions about their financial life and sustain important behavioral change.

RESPONSIBILITIES:
Personal Finance Coaches are involved in the following capacities:

Financial education and guidance – facilitate workshops, webcasts, 1 on 1’s, and phone or chat-based financial coaching to help individuals improve their financial habits and behaviors

Product development and innovation – develop new products, services, curriculum, and continually innovate existing products and services

Research and content contribution – analyze data and experiences to write or edit articles and develop research on trends in personal finance





Strategic contributions and leadership – leverage personal passions and talents to lead or contribute to emerging areas of the business

REQUIRED BACKGROUND AND COMPETENCIES:

Thorough knowledge of all aspects of financial planning for Mexico’s population including money management, debt, investing, retirement, taxes, and estate planning

10 years min. industry experience or CFP® certification/country-specific equivalent

Coaching approach employing active listening and assessment of needs, compassion and understanding, ability to change approach based on individual needs, and communicate in terms people can relate to and understand

Spanish speaker required with fluency in English preferred

Ability to gather research and compile data and information in a clear and usable format

Excellent public speaking skills, with experience facilitating financial workshops a plus

Effective communication skills, verbally and in writing

Initiative, dedication, and desire to thrive in a fast-changing entrepreneurial environment, with flexibility to meet the needs of the business

Occasional ability to travel to deliver workshops and onsite sessions

TIME COMMITMENT:

Part-time, contract basis expected to be 15-20 hours per month for a year

Potential to extend the contract or add more hours in the future

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📌 Personal Finance Coach – Mexico (Ciudad de México)
🏢 Rpmglobal
📍 Ciudad de México