FinPath Financial Coach
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 10h ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 59d ago
The date the source published, not the day we noticed it (2026-08-04). Last seen at its source just now.
We have tracked this listing since 24 Sep 2026 (7 days). The employer's own board has carried it every time we have read it, most recently just now.
Is it remote?
The listing says yes
The location field doesn't say remote, so our assessment is based on the title or the description. Read the listing before applying.
Who may apply?
Washington, DC
The description states no restriction of its own. This is the source's own tag.
Pay
$65k–68k/yr
Read out of the job description by us, not from a structured field. Shown in the posting's own currency and period; we never convert.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
-
workday employer's own board first seen 7d ago · last seen just now
- location not stated
The listing
Job Title: FinPath Financial Coach
Location: Remote
Reports To: Financial Coach Coordinator
Compensation: $65,000-$68,000 salary plus 10-15% yearly discretionary bonus
Scheduled Hours: Monday-Friday: 8:00am-5:00pm 3 days per week and 10:00am-7:00pm 2 days per week
About Us:
HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
About HUB Retirement & Private Wealth (RPW):
We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.
About FinPath:
FinPath by HUB is a comprehensive financial wellness program offering certified financial coaching, financial education courses, and digital money tools. Our coaches empower participants across the country to move from financial stress to financial confidence through human-centered, unbiased guidance.
Why Join FinPath?
You will make a measurable difference in participants' financial lives, backed by a team that values coaching quality, continuous learning, and participant impact. FinPath coaches are not just educators; they are trusted partners in their participants' financial journeys.
Job Purpose:
As a FinPath Financial Coach, you will work one-on-one with participants to help them build healthy financial habits, overcome financial challenges, and create actionable plans aligned with their short and long-term goals.
You will serve as a trusted accountability partner, helping participants gain real confidence through education, behavior change, and personalized guidance.
If you are compassionate, approachable, and passionate about simplifying financial topics for real people, this role is for you.
Key Responsibilities
- Conduct confidential one-on-one financial coaching sessions via phone, video, and in person as applicable.
- Travel occasionally to support in-person financial wellness events, employee benefits fairs, and on-site coaching engagements at employer client locations.
- Guide participants in building action plans across budgeting, debt management, emergency savings, credit improvement, homeownership, student loans, retirement readiness, and other financial wellness topics.
- Facilitate engaging financial wellness webinars, workshops, and group presentations for employer clients.
- Apply a coaching approach (including motivational interviewing techniques) that drives lasting behavior change.
- Document sessions accurately and consistently within HubSpot CRM.
- Maintain professionalism, confidentiality, and strong participant relationships throughout the coaching relationship.
- Collaborate with internal teams to support program engagement, quality, and continuous improvement.
- Stay current on personal finance topics, financial wellness trends, and coaching best practices.
Required Qualifications
- Bachelor's degree or equivalent professional experience.
- Experience in financial coaching, financial education, credit counseling, banking, or related fields.
- Strong working knowledge of personal finance: budgeting, debt, credit, savings, and retirement planning.
- Excellent communication, active listening, and presentation skills.
- Comfortable facilitating both individual sessions and group workshops.
- Ability to travel occasionally for in-person events and employer site visits.
- Proficiency with virtual meeting platforms and standard productivity tools.
Preferred Qualifications
- Professional certification: CPFC, AFC, ChFC, or equivalent (or active pursuit of one).
- Bilingual in English and Spanish. (is a plus)
- Motivational interviewing or structured coaching methodology training.
- HubSpot CRM experience.
- Strong organizational and time management skills in a remote or hybrid environment.
Featured Benefits:
- $65,000-$68,000 per year
- 10-15% yearly discretionary bonus
- Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
- Monday-Friday (8am-5pm)
- 2 weeks of vacation, sick leave, personal days, and floating holiday’s
- Remote schedule
Travel:
- Up to 25%
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.