Financial Coach jobs in Muskegon, MI

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financial professional
  • Prudential Financial
  • Cedar, MI FULL_TIME
  • Explore a career as a Financial Professional Take your career to the next level at Prudential Advisors - change your life by helping others change theirs.

    We have an opening for a highly motivated analytical individual to join our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.

    The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program ("CDP",) your typical day may include:

    · Developing relationships with clients (both existing and prospective)

    · Gathering client information and using that information to build robust financial plans

    · Helping clients prepare for their retirement

    · Preparing and reviewing investment portfolio recommendations

    Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.

    YOU:

    · Are a self-starter.

    · Have an entrepreneurial mindset.

    · Are a customer service champion.

    · Are an engaging and compelling communicator and negotiator.

    · Are a problem solver.

    · Are a Life-long student seeking continued education and professional development.

    · Are a critical thinker.

    · Have prior sales experience and/or enjoy networking and seeking new clients.

    · Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.

    WE:

    · Provide a framework to help you attain all licensing and education needed to progress through the career.

    · Support your learning through joint work and a team environment.

    · Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry.

    · Provide a roadmap for your success with our experienced team of leaders.

    To learn more about this outstanding opportunity, please call me at or email to schedule an informational interview.

    The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave.

    Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.

    Prudential is an Employer that participates in E-Verify.

  • 19 Days Ago

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Financial Professional (Remote) Part-time
  • Global Financial Impact
  • Shelby, MI PART_TIME
  • ***PLEASE READ TO THE END BEFORE APPLYING***We seek highly motivated, competent, capable, and committed business partners to become financial professionals and head into the field to provide services ...
  • Just Posted

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Financial Advisor
  • Edward Jones
  • Manistee, MI FULL_TIME
  • Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the...
  • 4 Days Ago

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Financial Analyst
  • Robert Half
  • Whitehall, MI FULL_TIME
  • DescriptionA global leader in advanced engineered solutions is seeking a highly driven Financial Analyst to join its manufacturing team. As the organization enters an exciting new era, this company is...
  • 5 Days Ago

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Financial Controller
  • West Shore ENT & Allergy
  • Norton, MI FULL_TIME
  • OverviewWe are seeking a highly skilled Financial Controller to oversee and manage all financial operations of a growing otolaryngology practice. This role is critical in ensuring the financial health...
  • 7 Days Ago

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Financial Controller
  • Purple Squirrel Advisors
  • Traverse, MI FULL_TIME
  • Position Summary:The Controller will report to the CFO and partner with the senior leadership team to develop the financial framework necessary to profitably scale the Company. S/he will play a vital ...
  • 7 Days Ago

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0 Financial Coach jobs found in Muskegon, MI area

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Financial Consultant
  • Flagstar Bank
  • Grand Rapids, MI
  • Position Title Financial Consultant Location Grand Rapids/5110 Cascade Road SE/112018 Job Summary The financial consulta...
  • 12/11/2024 12:00:00 AM

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Shift Lead
  • Taco Bell
  • Fruitport, MI
  • What began as an idea between two brothers to open a Mexican restaurant has since grown into one of the largest, private...
  • 12/11/2024 12:00:00 AM

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Manufacturing Leader Kiln 1st Shift
  • Howmet Aerospace
  • Whitehall, MI
  • Basic Qualifications: * High school diploma or GED from an accredited institution. * Minimum of five years working in a ...
  • 12/11/2024 12:00:00 AM

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Underground Foreman
  • MasTec Communications Group
  • Muskegon, MI
  • Overview At MasTec Communications Group we build for the future. Yours and ours. As an Underground Foreman, you will dev...
  • 12/10/2024 12:00:00 AM

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Part Time Relationship Banker
  • Comerica
  • Grand Rapids, MI
  • Relationship Banker What we can offer you: * Career Growth -- promotional opportunities * Incentive program based on per...
  • 12/9/2024 12:00:00 AM

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Relationship Banker
  • Comerica
  • Grandville, MI
  • Relationship Banker What we can offer you: * Career Growth -- promotional opportunities * Incentive program based on per...
  • 12/9/2024 12:00:00 AM

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Customer Service Representative
  • Consumers Credit Union
  • Muskegon, MI
  • Description Customer Service Representative The Consumers Credit Union team is looking to hire a passionate Customer Ser...
  • 12/9/2024 12:00:00 AM

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Store Manager - $3,000 Sign On Bonus
  • Bridgestone Americas
  • Muskegon, MI
  • **Company Overview** Bridgestone Retail Operations (BSRO) is part of Bridgestone Americas and employs over 22,000 teamma...
  • 12/8/2024 12:00:00 AM

Muskegon (/mʌˈskiːɡən/) is a city in the U.S. state of Michigan, and is the largest populated city on the eastern shores of Lake Michigan. At the 2010 census the city population was 38,401. The city is the county seat of Muskegon County. It is at the southwest corner of Muskegon Township, but is administratively autonomous. The Muskegon Metro area had a population of 172,188 in 2010. It is also part of the larger Grand Rapids-Wyoming-Muskegon-Combined Statistical Area with a population of 1,321,557....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Coach jobs
$47,007 to $60,426
Muskegon, Michigan area prices
were up 1.3% from a year ago

Financial Coach
Schedule appointments for clients, confirm daily appointments, and reschedule appointments as necessary.
January 23, 2023
Develop plans of action and provide tools and resources while promoting client accountability to help clients meet their goals, in collaboration with the economic empowerment and case management teams.
March 06, 2023
Workshop topics should be relevant to the community and may include topics such as budgeting, savings, banking products, credit building, identity theft, and more.
March 21, 2023
Support the effective delivery of services and ensure client services, documentation and data collection are accurate and compliant with funding and or contract requirements.
March 30, 2023
Demonstrated understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building.
March 31, 2023
Assist clients in resolving current financial challenges, while providing a wide lens on their financial health to shift the approach to proactive financial management.
April 05, 2023
Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
May 05, 2023
Record client information andprogress data precisely, accurately, and on time, with a rigorous dedication toconfidentiality and data security protocols.
May 09, 2023