Money Coach

Trilogy Financial•San Diego, CA

4d•Onsite

About The Position

The Employer Retirement Solutions Money Coach is a vital member of the integration team, partnering with Employer Retirement Solutions (ERS) to deliver exceptional client service and comprehensive financial planning. The Money Coach will focus on completing key licensing requirements which includes the Series 65. Serving as a Money Coach, the advisor educates and guides employees in financial wellness while generating qualified leads to support team objectives in a collaborative, client-focused environment.

Requirements

Bachelor’s degree preferred in education, business, finance, or related field.
A drive for professional development and a passion for working with people.
Comprehensive knowledge of topics related to financial planning including securities and retirement plans.
FINRA Series 65 license preferred; or candidates must obtain within 3 months of hire.
Proficient in Microsoft Outlook and Microsoft Office Suite, including PowerPoint for presentations.
Interest in knowledge building and applying ERS focus areas to daily activities.
Self-starter and collaborator with other Money Coaches, to build a profitable program to help employees financially.
Excellent with proactively preparing for and conducting workshops to educate employees.
Communicate clearly and effectively in English demonstrating confident, articulate, and professional verbal and written communication skills.
Ability to prioritize and organize tasks in a timely manner with a high attention to detail.
Exceptional interpersonal and client service skills.
Strong analytical and problem-solving skills.
Capacity to accept feedback and training.
High degree of integrity with the ability to maintain confidentiality.

Nice To Haves

Communicate with Spanish-speaking employees/clients.
Provide bilingual support by communicating with Spanish-speaking employees/clients and delivering translated presentations and recorded content in Spanish.
Proficiency with technology platforms: Salesforce, eMoney, Zoom, Microsoft Office Suite, including Excel and PowerPoint for presentations.
Fluent in written and verbal Spanish, preferred.

Responsibilities

Serve as a money coach, providing financial education and personalized guidance to employees/clients.
Design, prepare, and facilitate engaging workshops and presentations designed to educate and support employees/clients.
Source, generate and refer qualified leads to internal teams to support business development efforts.
Effectively prioritize and manage multiple tasks while meeting deadlines in a timely and organized manner.
Develop the knowledge and confidence to handle basic financial planning independently, without requiring input from the Team.
Enhance phone skills by executing plan and seeking lead oppurtunities.
Build additional skills and knowledge in the industry including obtaining additional licenses and certifications as appropriate.
Maintain strict commitment to compliance with all company and industry rules and regulations and adhere to federal, state, local, and company laws, regulations, and policies.
Perform other duties as assigned.