Personal Finance Coach – New Zealand

SUMMARY:  Financial Finesse is the leading independent global provider of unbiased financial coaching as an employee benefit, driving measurable improvements in employee financial wellness and proven employer ROI. Our employer clients include some of the world’s largest multinational companies across a variety of industries. 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 exceptionally talented and experienced personal finance coaches to grow our global team and services. Our programs are delivered through a wide variety of mediums, such as in-person, online, over the phone, and in group settings. Our coaches provide 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: In collaboration with our US team, the Personal Finance Coach will be responsible for expanding our personal finance offering for New Zealand, which includes:

• Localized content development – review existing content, determine changes needed to apply to local market, create additional content based on gaps identified in personal finance topics
• Product development and innovation – develop new products, services, curriculum, and leverage technology to 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
• Financial education and guidance – facilitate workshops, webcasts, and one on one meetings to help individuals improve their financial habits and behaviors
• Strategic contributions and leadership – leverage personal passions and talents to lead or contribute to build our team and business in New Zealand

REQUIRED BACKGROUND AND COMPETENCIES

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

·       10 years min. industry experience and Certified Financial Planner (CFP) equivalent certification, through FPSB New Zealand highly preferred

·       Ability and interest in leveraging technology to deliver information in a clear and usable format

·       Coaching approach employing active listening and assessment of needs, compassion and understanding, ability to change approach based on individual needs

·       Excellent written and verbal communication skills including public speaking experience

·       Initiative, dedication, flexibility, and desire to work in a fast-changing entrepreneurial environment

·       Attention to detail, especially crucial in developing high-quality content

LOCATION AND TIME COMMITMENT

·       New Zealand – Flexible in-country location, remote work. Occasional domestic travel to deliver workshops and onsite sessions

·       Part-time contract basis with flexible hours

10+ years industry experience, CFP equivalent certification through FPSB New Zealand highly preferred, thorough knowledge of NZ financial planning, excellent communication and public speaking, ability to leverage technology, attention to detail.

Key Responsibilities

• developing localized content
• facilitating financial education
• leading strategic contributions

Job Details

• Category: Finance and Accounting
• Seniority: Senior Level
• Commitment: Part Time, Contract
• Workplace: Remote — New Zealand
• Languages: English

About Financial Finesse

A leading independent global provider of unbiased financial coaching as an employee benefit. — Industry: Consulting Services