Interest list
Personal Finance Coach
This is not an open job
We are not filling a seat here. This listing collects experts in this field so we can reach out when a client project needs them. Adding your name puts you on that list — it does not start a hiring process, and there is no vacancy behind it.
Rate set per project · Remote
Personal FinanceBudgetingDebt ManagementFinancial Planning
What this pays
Rates are set by the client project, not by us, and we do not know them until a contract is in place. Work is paid hourly or per task depending on the engagement. We would rather tell you that than publish a figure we cannot stand behind.
About the Role
Personal finance coaches and educators are needed to train AI on budgeting, debt payoff strategies, savings plans, and everyday financial decision-making.
Requirements
- AFC, CFP, or equivalent personal finance certification
- 3+ years of personal finance coaching, counseling, or financial planning experience
- Deep knowledge of budgeting, debt management, investing basics, and retirement planning
- Experience working with clients across income levels and financial situations
- Strong written communication for clear, actionable financial guidance
Responsibilities
- Evaluate AI personal finance advice for accuracy and appropriateness
- Review AI budgeting plans and debt payoff recommendations
- Create realistic personal finance scenarios across income levels
- Train AI on financial coaching techniques and behavior change