Demo

Miami

Ugalde Unlimited
Miami, FL Full Time
POSTED ON 8/6/2024 CLOSED ON 9/9/2024

What are the responsibilities and job description for the Miami position at Ugalde Unlimited?

Title : FinancialCoach

If you are passionate about helpingindividuals achieve their financial goals and have a proven trackrecord of providing financial coaching and support we encourage youto apply for this excitingopportunity.

Overview : We are seeking ahighly motivated and experienced financial coach to assist ourclients in developing and implementing effective financialstrategies that align with their longterm goals.

As a financialcoach you will be responsible for providing financial educationguidance and support to clients who seek your assistance inachieving financialindependence.

Responsibilities :

  • Conductingoneonone consultations with clients to evaluate their financialsituation identify goals and develop personalized financialplans
  • Educating clients on basic financialconcepts such as budgeting debt management retirement planning andinvestment strategies
  • Assessing clientsfinancial habits and behaviors identifying areas for improvementand making recommendations forchanges
  • Monitoring clients progress towardstheir financial goals providing ongoing support and accountabilityand making necessary adjustments to their financial plan asneeded
  • Providing resources and referrals toadditional financial professionals such as tax accountants orestate planners when appropriate
  • Stayinguptodate on current financial trends tax laws and investmentstrategies in order to provide accurate and relevant advice toclients
  • Conducting workshops webinars or othereducational events to promote financial literacy and reach newclients

Requirements :

  • Provenexperience in professional or similarrole
  • Strong understanding of financial conceptsand investment strategies
  • Excellentcommunication skills with the ability to explain complex financialinformation in simple terms
  • Ability to developstrong relationships with clients and provide personalizedadvice
  • Knowledge of financial planningsoftware and tools
  • Professional certificationssuch as Certified Financial Planner (CFP) or Chartered FinancialAnalyst (CFA) are welcome.

If youare passionate about helping individuals achieve their financialgoals and have a proven track record of providing financialcoaching and support we encourage you to apply for this excitingopportunity.

Last updated : 2024-08-06

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