Bilingual Financial Coach

Responsibilities

• Conduct client meeting with the goal tomunicate, educate, and engage employees on financial literacy resources.
• Recruit, build and lead clients to achieve strategic performance objectives.
• Establish and maintain excellent relationships with leadership, employees, clients by providing proactive, on-site case management and follow up services.
• Promote FinPath tools and solutions to eligible employees.
• Schedule and facilitate workshops on financial literacy topics.
• Coach individuals by phone, virtual, and in-person.
• Coordinate and schedule coaching sessions.
• Maintain client data for impact reporting into the CRM system.
• Rmend strategies employees and clients can use to achieve their financial goals and objectives, including specific rmendations in such areas as cash management, insurance coverage, and investment planning.
• Support employees and clients by helping them to develop a new perspective on the dynamics of money in relation to family, friends and individual self-esteem.

Education and Experience

• Bilingual in English / Spanish Required
• Bachelor's degree in finance or related field preferred
• Minimum of two years of work experience related to financial education and consulting is preferred. A varied work history is a plus
• Credit / Personal finance counselor certification preferred
• AFC® designation preferred
• Occasional Travel Required
• Excellentmunication skills and the ability to work effectively with team members
• Microsoft Office - Word, Excel, PowerPoint, G-Suite

Hours of Work :

Monday - Friday 8 : 00 am - 5 : 00pm with the schedule varying as program requirements dictate. Some early morning, evening and weekend work will potentially occur if requested by those who need support.

Trusted Capital Group (TCG) is a full-service financial servicespany located in Austin, Texas. We are a highlymitted, national financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions.

We provide financial piece of mind and top of class solutions, investments, administration, and service. We aremitted to the highest Ethics,petency, Customer Service, and providing our valued clients with the Best and Mostpetent Professional Team.

In 2018, TCG launched HUB FinPath, a cutting-edge financial wellness platform designed to educate and engage employees. HUB FinPath is an essentialponent of the TCG client experience.

TCG was acquired by HUB International in 2021. In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected.

As one of the world's largest insurance brokers, our focus provides our customers with the peace of mind that what matters most will be protected - through unrelenting advocacy and tailored insurance solutions that put our clients in control.

Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurancemunity.

We are the perfect fit if you :

• have a desire to help others protect their future
• have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• are focused on learning and development to enhance your industry knowledge and expertise
• are a self-starter willing to invest time and energy to learn the technical aspects of our business
• believe in integrity and building success by developing relationships with others

The expected pay range for this position is $50,000 to $65,000 and will be impacted by factors such as the successful candidate's skills, experience, and work location, as well as the specific position's business line, scope, and level.

HUB International is proud to offerprehensive benefit and totalpensation packages which could include health / dental / vision / life / disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, andmissions for some positions.

LI-KP1

Department Accounting & Finance

Required Experience : 2-5 years of relevant experience

Required Travel : Up to 25%

Required Education : Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action 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.

The EEO is the Law poster and its supplement is available here at / / dol / ofccp / regspliance / posters / .

EEOAA Policy

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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 assistancepleting the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.

This contact information is for amodation requests only; do not use this contact information to inquire about the status of applications. Job ID R0024042