Financial Coach

About You

Do you love empowering others? Do you love personal finance?

Do you want to work remotely for a mission-driven, female-founded, fast-growing company? 

Do you want to help change the world by giving women+ the financial peace and confidence they deserve?

We are looking for an experienced Financial Coach to join our women-led team and be a key player in our organization. We are looking for someone who believes in our mission, has heart, and is comfortable with fast-paced growth.

This role is a top priority in the company. Why? Because everything we do at Dow Janes is for the sake of transforming the lives of our members. We are a looking for a coach who can meet our members where they are and help them achieve results they didn't think possible.

What You’ll Do:

As our new financial coach, you will have two core responsibilities: 

1. Financial Coaching: Privately coach our members through live 1:1 sessions and asynchronous video and text messages. Coaching will be on a wide range of topics, such as paying off debt, savings accounts, investing, life insurance, real estate, building credit, budgeting, taxes, starting a side hustle or small business, negotiating a raise, etc.
2. Group Coaching: Lead group coaching sessions for members in our various programs. You should have a general understanding of the financial industry and be able to coach/consult on a wide range of topics and answer dozens of questions from our members. Facilitate a discussion across a variety of members while delivering a valuable individual experience. 

Additional Responsibilities as Needed:

1. Group Financial Education: Occasionally create content and lead workshops or training events to the public as a Dow Janes Coach. This will involve creating content and leading a call with 100+ people on it. You should also be comfortable in a sales role as we will likely offer one of our products at the end of these workshops. 
2. Curriculum Updates: Make changes and updates to our curriculum as necessary. As you notice opportunities for improvements, we encourage you to propose suggestions and make changes.  

As our new financial coach, you are dedicated to the success of our members. You know how to give them the right level of support and coaching, while also motivating and keeping them inspired. You coach our members to feel equipped and confident to make their own financial decisions. You keep the member experience and member results at the forefront of your coaching decisions.

Succeeding as our new financial coach requires you to be people oriented, confident and trustworthy, you are able to juggle multiple conversations simultaneously, and host multiple coaching sessions per day on a range of coaching topics. It also requires being highly organized, yet flexible enough to work in a fast paced small-business environment where priorities can change quickly.

As our new financial coach, you play an instrumental role in fulfilling our mission to amplify the voices and choices of women around the world by ensuring our customers succeed in building financial literacy and measurable wealth.

KPIs you will be responsible for:

• Average message response time
• Average group call feedback score
• Average 1:1 feedback score

Who You’ll Work With

In this collaborative role, you’ll primarily be working directly with our members on coaching calls. You will also work with many other members of the team including our Community Manager, our team of coaches, and the customer experience team. You will report to Jaclyn, Sr. Programs Manager.

Where You’ll Work

We all work remotely and are scattered around North America from Washington to California, Florida to Massachusetts, as well as across the world.

That means you have the flexibility to work from anywhere - home, a coworking location, or remotely from Bali. As long as you have a stable internet connection with the ability to work in the PST timezone - you can take

This could be for you if:

• You are passionate about personal finance and women taking control of their financial situations.
• You are a teacher at heart; you can break down hard to understand concepts in easy to understand ways.
• You walk the talk; you have your own finances under control (perhaps you’ve experienced your own financial transformation).
• You have a vast understanding of the financial industry and are able to coach/consult on a wide range of topics with confidence, such as paying off debt, savings accounts, budgeting, investing, life insurance, real estate, building credit, basic taxes, starting a side hustle or small business, negotiating a raise, etc.
• You believe in the power of personal development and transformation. You challenge limiting beliefs and societal expectations. Your natural way of being empowers our coaches and members.
• You have an unshakeable belief in an individual’s ability to change their life at any moment regardless of their circumstances and communicate this through mindset coaching.
• You have high emotional intelligence and are able to listen to, support, and encourage others.
• You collaborate well and enjoy being part of a team.
• You’re highly organized and detail-oriented, and comfortable in a fast paced small-business environment where priorities can change quickly.
• You are enthusiastic, uplifting, and positive.
•  You prefer a work culture where there is direct feedback, high expectations, and people work well together.
• You want to provide an exceptional experience for our members with every single interaction

Diversity, Equity & Inclusion

Dow Janes is an equal opportunity employer and we value diversity at our company. Data shows that diverse teams are more innovative, make better decisions, and lead to greater employee engagement. When hiring, we look for culture add, not culture fit. That means hiring people who bring new perspectives and different experiences to our team. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

What does Dow Janes do and why?

Dow Janes is a company built by women, for women. We’re on a mission to get more money in the hands of more women through financial education. We help women get out of debt, learn to save, and get invested.

Through step-by-step financial education curriculum coaching and community we support women+ on their financial transformation journey. We currently offer three programs: Million Dollar Year, Wealth Building Accelerator and Intentional Investing.

Dow Janes has grown 10x since it was founded in 2020 and we will grow another 10x over the next five years.

We believe that good things happen when women+ have money, and we see it happen every single day at Dow Janes.

Do you want to be responsible for helping thousands of members achieve financial transformation?

If you are excited to bring your coaching expertise to calls with members, your knack for communicating complicated financial terms in easy to understand ways to workshops, and your leadership skills to our fast growing organization, we look forward to talking to you! 

Requirements

• 3+ years experience as a 1:1 financial coach
• Financial expertise or Financial Coaching Certification
• Experience creating financial training materials
• Comfortable with technology
• Strong written and verbal communication skills
• Effective facilitator and experience in group coaching
• Bonus: You have career, mindset or business coaching experience

Benefits

• Work from anywhere (we're 100% remote)
• Competitive compensation package includes: 
• Base Salary ($70,000 - $80,000 based on qualifications)
• Annual Bonus Based on Performance Goals
• Health, vision and dental insurance stipend 
• 401k + wealth building stipend
• Tech stipend 
• Annual corporate retreat
• 4 weeks PTO and all federal holidays
• 8 weeks parental leave with additional 4 weeks for birthing parent

Please apply and we will chat soon!