How to hire a finance coach

How to hire a finance coach, step by step

Here's a step-by-step finance coach hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a finance coach job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new finance coach
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you start hiring a finance coach, identify what type of worker you actually need. Certain positions might call for a full-time employee, while others can be done by a part-time worker or contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A finance coach's background is also an important factor in determining whether they'll be a good fit for the position. For example, finance coaches from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   Here's a comparison of finance coach salaries for various roles:

   Type of Finance Coach	Description	Hourly rate
   Finance Coach	Financial managers are responsible for the financial health of an organization. They produce financial reports, direct investment activities, and develop strategies and plans for the long-term financial goals of their organization.	$13-38
   Branch Manager	Branch managers oversee the company's field office. This position is usually present in industries such as banking and food service... Show more	$18-38
   Accounting Manager	An accounting manager is responsible for supervising and monitoring the overall accounting department operations. Duties of an accounting manager include reviewing account information and account statements, processing invoices, analyzing financial data, performing account reconciliations, assisting with tax processing and audit reports, and generating financial reports for presentation with the board... Show more	$28-56

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Money Management
   • Financial Stability
   • Financial Services
   • Financial Management
   • Financial Products
   • Community Outreach
   • Community Resources
   • Financial Assistance
   • Credit Reports
   • Life Insurance
   • Financial Security
   • Financial Wellness
   • Financial Aid
   • Financial Issues

   Check all skills

   Responsibilities:

   • Manage financial statements and work independently to produce accurate records for petty cash, bank reconciliations, and data inventory.
   • Review home buying information with clients and discuss HUD programs available.
   • Carry out office objectives while constantly reviewing company program guidelines and HUD funding conditions essential to reaching company goals.
   • Compile capital vendor lists, analyze bank reconciliations, process goods receipt/invoice reports, and generate company codes while extensively learning excel
   • Adhere to federal, IRS, federal reserve, lending, OFAC & NCUA regulations.
   • Process accounts payable for company including cutting checks, setting up ACH payments, processing positive pay and check exceptions.

3. Make a budget

   Including a salary range in your finance coach job description is one of the best ways to attract top talent. A finance coach can vary based on:

   • Location. For example, finance coaches' average salary in wyoming is 48% less than in new york.
   • Seniority. Entry-level finance coaches 65% less than senior-level finance coaches.
   • Certifications. A finance coach with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a finance coach's salary.

   Average finance coach salary

   $48,165yearly

   $23.16 hourly rate

   ---

   Entry-level finance coach salary

   $28,000 yearly salary

   Updated December 19, 2025

4. Writing a finance coach job description

   A good finance coach job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a finance coach job description:

   Finance coach job description example

   Carry out case management operations of The Alliance’s Financial Opportunity Center’s (FOC) financial programs for low-to-moderate income residents in the greater Houston area. Perform marketing activities; process new participants, participant training and follow-up counseling. Coordinating and provide one-on-one coaching to clients participating in Office of Refugee Resettlement (ORR) Refugee Individual Development Account (IDA) Program. Managing participants and their IDA accounts for the ORR Refugee IDA Program. Maintain internal reporting databases. Maintain file documentation for participants. Main duties include:
   
   · Provide one-on-one Financial Coaching to ORR Refugee IDA clients.· Prepare and maintain necessary data tracking and reports FOC and ORR Refugee IDA Program· Recruit participants from target population, including working with Refugee Resettlement Department to place client into the ORR Refugee IDA Program· Participate in all outreach assignments· Assess client needs and develop individual financial action plans with each client· Provide individualized one-on-one financial coaching sessions (including both initial and follow-up sessions) and achieve FOC and ORR Refugee IDA client outcomes· Make appropriate referrals and integrate other Asset Building wraparound support· Coach clients in the use of goal-setting and action plans· Engage in ongoing follow-up with clients· Serve as budgeting, credit, and savings plan counselor for ORR Refugee IDA participants· Counsel clients about financial services (loans, credit cards, financial programs) and credit reports· Maintain confidentiality of participant case files per established policy· Collect, track, and report required data using client management database· Report FOC and ORR Refugee IDA program output and outcomes by established deadlines· Coordinate ORR Refugee IDA Program narrative and financial reports to Federal Agency.· Meet or exceed project outcome goals· Participate in initial trainings, ongoing professional development trainings and acquire necessary job training/certifications to perform job duties· Must consistently demonstrate the ability to independently produce positive business outcomes aligned with organizational strategic initiatives and goals· Ensure full compliance with agency policy and/or, but not limited to all applicable federal, state, and local laws and regulations as related to job function· Follow required protocol and program requirements· Perform other duties as assigned· Prepare any needed documentation for IDA asset disbursement· Acquire necessary job training/certifications to perform job duties· Other duties as assigned including airport pick up of newly arrived refugees Required Qualifications and Experience at this Level
   
   · Bachelor’s degree preferred or (3) or more years’ background in personal finance; Extensive experience providing information on and help accessing financial services including budgeting/savings tools and financial products/services
   · Minimum of two (2) years of coaching or related experience preferred
   
   · Proficient in Microsoft Office including Excel and other job-related software/e-technology/cloud-based solutions
   
   · Demonstrated cross-cultural understanding and skills working with refugees
   
   · Pashto/Dari speaker preferred
   
   · Strong interpersonal skills
   
   · Ability to communicate and respond to questions in a professional and knowledgeable manner
   
   · Multi-task and remain detailed oriented and organized
   
   · Work independently
   
   · Maintain confidentiality and strong client service at all times
   
   · Consistently demonstrate strong problem-solving skills and a creative approach for generating new ideas with the principles of continuous improvement
   
   · Ability to follow specific instructions and adhere to safety guidelines
   
   · Proven ability to work and cooperate with staff and volunteers in a professional and supportive manner.
   
   · Ability to coordinate, track, and report information for statistical purposes proven ability to meet deadlines.
   
   · Excellent verbal and non-verbal communication skills.
   
   · Ability to drive and have reliable transportation, valid driver’s license, and valid auto insurance
   
   · Must pass a background check
   
   · Proficiency in computer use in a PC environment, including Microsoft Office Suite, Adobe, and other common software platforms.
   
   · Proficiency in Zoom, MS Teams, and other video conferencing platforms
   
   · Must possess the capacity, technology, and connectivity to work remotely in an effective manner
   
   · Must maintain vaccination against communicable diseases in accordance with organizational policies
   
   · Must have a demonstrated commitment to humanitarian issues, economic development, equity of “opportunity for all,” and fostering a welcoming community

   Copy this example

   

5. Post your job

   There are a few common ways to find finance coaches for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your finance coach job on Zippia to find and recruit finance coach candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   During your first interview to recruit finance coaches, engage with candidates to learn about their interest in the role and experience in the field. During the following interview, you'll be able to go into more detail about the company, the position, and the responsibilities.

   It's also good to ask about candidates' unique skills and talents to see if they match your ideal candidate profile. If you think a candidate is good enough for the next step, you can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new finance coach

   Once you've found the finance coach candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   After that, you can create an onboarding schedule for a new finance coach. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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