Financial Coach

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. About the Organization For the last 21 years, BC Holdings (BCH) has provided evidenced-based, activity-driven financial education programs to the employees of businesses, agencies and educational entities. Recently named Forbes Next 1000, BCH is recognized for fulfilling dreams, creating financial freedom, establishing lifestyle goals and enabling retirement security for our clients. This is why we work every day. Additionally, we are equally driven by the success stories and life challenges that are often shared with us, reaffirming our overall purpose and mission. As a non-fiduciary organization, our goal is to provide the most accurate and unbiased financial education to assist families and individuals on their journey to achieve balanced abundance and financial wealth. To accomplish this goal, BCH utilizes five key components to empower Wealth Builders to financial wellness: Build Wealth, Protect Your Wealth, Protect Your Income, Life Planning, Build Your Financial Team. BCH has seen success on many fronts boasting a host of clients including the Department of Defense, Veteran's Administration, Department of Labor, private industry (including Fortune 50 companies), training companies, colleges/universities (such as NYU, Vanderbilt, Belmont, Meharry Medical School, etc.), and state/local government, who realize the added value BCH brings to its employees and students. It's not what you make, but what you keep, save and grow. This truth and key element of wealth building is the founding pillar on which the founders of BCH have established a growing engine for financial empowerment and wealth building. BC Holdings is quickly becoming the foremost resource for true financial wellness and we are looking for team members that have the same passion to be the best. BCH is a SDVOB (service-disabled veteran owned business) located in Nashville, Tennessee. Financial Coach Job Title: Financial Coach Location: Nashville, TN (On-site) Position Type: Full-time Role Overview We are seeking a dedicated Financial Coach to join our team in Nashville, TN. This full-time, on-site role involves providing personalized financial coaching and creating comprehensive financial plans. The Financial Coach will educate clients on personal finance, offer solutions to improve their financial health and wellness, and help them achieve their financial goals. This is not a sales position. BCH is non-fiduciary meaning that we don't sell products or services , we are just educators/teachers. Key Responsibilities (All of these areas are taught at BCH): Facilitate financial wellness sessions. Conduct one-on-one financial coaching sessions. Develop and implement customized financial plans for clients. Educate clients on personal finance topics such as budgeting, saving and investing. Provide actionable solutions to enhance clients' financial health and wellness. Build and maintain strong relationships with clients and executive management. Offer ongoing financial guidance to support clients in reaching their financial objectives. Position Requirements Qualifications Proven experience in financial coaching or a related field. Strong understanding of personal finance principles. Excellent communication and interpersonal skills. Ability to develop and maintain client relationships. Commitment to improving clients' financial well-being. Strong written skills. Ability to produce executive reports. Duties and Responsibilities Provide financial coaching. Provide and explain how to use BCH’s financial tools. Create personal financial plans. Schedule and conduct workshops to introduce/launch DFW. Facilitate train-the-trainer events. Generate usage reports. Manage corporate clients. Competencies Integrity, trust, compassion, empathy. Self-starter with strong coaching skills. Effective presentation skills. Team player who values coworkers and a productive work environment. Ability to interact with students, administration, staff, and C-Suite executives. Very strong organizational skills. Excellent written, oral, presentation and listening skills. Ability to execute tasks and responsibilities at a high level with limited oversight. Time management skills - able to manage time, timelines and priorities. Detail-oriented. Proficient with Microsoft Office (Word, PowerPoint, Excel). Canva experience is a plus. Education and Experience Undergraduate degree required (major relative to scope of work). 3 years of customer relationship experience. Familiarity with Zoom, Cisco WebEx, and Microsoft Teams virtual meeting platforms (helpful but not required). Experience with Google Calendar and Outlook Calendar. Compensation Salary plus profit sharing (bonuses). Bonus (after successful completion of the probationary period). Benefits include vacation, federal holidays, personal leave, 401k with 5% match, maternity leave, healthcare (subsidized), and other unique benefits. Additional Info Work location is on-site (this is not a remote position; however, there are Flex Fridays twice a month). Travel is required (domestic and occasional international). Passport is required. TSA pre-check needed. Global international preferred. Expense account. Exempt/Non-Exempt Exempt Full-Time/Part-Time Full-Time Salary $63,000 - $75,000 Annual Salary.Mid-year and year-end bonuses.Anniversary bonus are also paid. Close Date This position is currently accepting applications. #J-18808-Ljbffr Bc-Holdings-of-Tn