Minneapolis, MN, 55405, USA
1 day ago
Financial Advisor
Description We are partnering with an organization that is committed to helping clients navigate their financial journeys toward success and stability. We are seeking a Financial Coach for a contract to hire opportunity in Minneapolis, MN. Through tailored solutions, they address a wide range of financial needs to ensure our clients are informed, confident, and empowered to make critical decisions about their money. Job Responsibilities: + Client Coaching: Work one-on-one with clients to assess their financial situations, identify areas for improvement, and develop strategies for achieving short- and long-term financial goals. + Education: Simplify complex financial concepts and provide educational tools and techniques that clients can use to manage their finances effectively. + Budgets and Debt Management: Offer guidance in creating personalized budgets, managing debt, and building pathways toward financial freedom. + Savings and Investments: Collaborate with clients to design savings plans and introduce fundamental investment concepts tailored to their financial goals and risk tolerance. + Tracking Progress: Monitor client progress, provide encouragement along the way, and make adjustments to their financial plans as needed. + Workshops: Lead group workshops and seminars on financial literacy to promote broader community impact. + Compliance: Ensure adherence to all legal, regulatory, and company standards in client interactions. Requirements Qualifications: + Bachelor’s degree in finance, economics, business administration, or a related field (preferred). + Certification as a financial coach, financial counselor, or similar accreditation strongly preferred. + Experience in financial services or coaching; a track record of driving client success is a plus. + Strong interpersonal and communication skills to build trusting relationships with clients. + Familiarity with financial planning tools and technologies. + Passion for education and empowering others. TalentMatch® Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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