Financial Coach

Job Description

Job Description

Financial Coach

About BC Holdings of TN, LLC (BCH)

BC Holdings of TN, LLC (BCH) is an award-winning financial wellness company dedicated to helping individuals improve their financial well-being through education, coaching, and practical financial strategies. We are not a sales organization and do not sell financial products. Our mission is to educate, empower, and equip individuals to make informed financial decisions that improve their lives.

For more than 25 years, BCH has delivered financial wellness programs to corporations, government agencies, universities, healthcare organizations, and military communities nationwide.

Position Overview

We are seeking an experienced Financial Coach with a background in banking, consumer finance, lending, credit, financial education, wealth management support, or a related financial services field.

The ideal candidate is an engaging educator, exceptional presenter, and skilled coach who is passionate about helping others improve their financial well-being. This individual must be comfortable presenting to audiences ranging from small groups to large classrooms and executive leadership teams, while also conducting one-on-one coaching sessions.

This is not a sales position. The Financial Coach serves as a trusted educator, trainer, and guide, helping participants understand financial concepts and develop practical strategies to achieve their financial goals.

Key Responsibilities

Financial Coaching & Education

• Conduct one-on-one financial coaching sessions.
• Develop personalized financial action plans and recommendations.
• Educate clients on budgeting, cash flow management, debt reduction, savings strategies, credit improvement, investing fundamentals, retirement planning, and wealth-building concepts.
• Help clients identify financial obstacles and develop realistic solutions.
• Provide ongoing support and accountability to help clients achieve their financial goals.

Training & Facilitation

• Facilitate financial wellness workshops and seminars both virtually and in person.
• Deliver engaging presentations to audiences ranging from entry-level employees to senior executives.
• Conduct train-the-trainer sessions and educational workshops.
• Represent BCH at conferences, client events, and professional engagements.
• Adapt presentation style and content based on audience needs and learning styles.

Content Development

• Create professional PowerPoint presentations and participant materials.
• Assist with developing financial education content, workbooks, handouts, and training resources.
• Contribute ideas for new educational programs and curriculum enhancements.
• Ensure all educational materials remain accurate, relevant, and engaging.

Client Management

• Build and maintain strong relationships with clients and stakeholders.
• Serve as a trusted resource for client organizations.
• Manage assigned client accounts and support program delivery.
• Generate and analyze program usage reports and participant outcomes.
• Collaborate with internal team members to ensure exceptional client experiences.

Qualifications

Required

• Minimum of 3 years of experience in banking, consumer lending, mortgage lending, credit unions, financial coaching, financial education, personal finance, wealth management support, or a related financial services field.
• Strong knowledge of personal finance principles and consumer financial behavior.
• Experience discussing topics such as budgeting, credit, debt management, saving, investing, retirement planning, and financial goal setting.
• Excellent verbal and written communication skills.
• Strong relationship-building and interpersonal skills.
• Ability to explain complex financial concepts in a clear and understandable manner.
• Strong organizational and time-management skills.
• Bachelor's degree in Business, Finance, Financial Planning, Education, Communications, or a related field.

Preferred

• Experience facilitating workshops, seminars, or classroom instruction.
• Experience creating educational content and training materials.
• Experience interpreting and discussing credit reports.
• Experience working with adult learners and professional audiences.
• Financial industry certifications are a plus.

Competencies

The successful candidate will demonstrate:

• Integrity, professionalism, and trustworthiness.
• Compassion, empathy, and a genuine desire to help others succeed.
• Outstanding presentation and public speaking skills.
• Strong coaching and active listening abilities.
• Confidence presenting to groups of all sizes.
• Ability to interact effectively with students, employees, management teams, and C-suite executives.
• Strong attention to detail.
• Ability to work independently with minimal supervision.
• Team-oriented mindset and positive attitude.
• Commitment to continuous learning and professional growth.

Technology Requirements

Required

• Advanced Microsoft PowerPoint skills.
• Strong Microsoft Word and Excel skills.
• Ability to create professional, visually appealing presentations and educational materials.
• Experience with Zoom, Microsoft Teams, and virtual presentation platforms.

Preferred

• Experience with AI (ChatGPT, Claude, etc.)
• Learning Management System (LMS) experience.
• Survey and reporting platform experience.

Compensation & Benefits

• Competitive salary
• Profit sharing opportunities
• Performance bonuses
• Bonus after successful completion of the probationary period
• 401(k) with 5% company match
• Paid vacation
• Federal holidays
• Personal leave
• Subsidized healthcare coverage
• Vision and dental benefits
• Maternity/Paternity leave
• Flex Fridays (twice per month)
• Additional unique company benefits

Additional Information

• This is an on-site, full-time position located in Nashville, Tennessee.
• Limited remote work flexibility is available through our Flex Friday program.
• Domestic travel is required.
• Occasional international travel may be required.
• Passport preferred.
• TSA PreCheck preferred.

If you are passionate about helping others improve their financial future and enjoy educating, presenting, and coaching, we encourage you to apply.

\nCompany Description

BC Holdings of TN, LLC (BCH) is a nationally recognized financial wellness education firm with over 25 years of experience. As a non-fiduciary, business-to-institution (B2B/B2I) organization, we do not sell financial products—our sole focus is providing unbiased financial education that empowers individuals to build wealth the right way.

Our mission is to build wealth around the globe through education, and our work has impacted individuals, families, and organizations across diverse industries.

At BCH, our culture is rooted in collaboration, integrity, and service. We are committed to supporting one another as a team while helping those we serve achieve financial confidence and long-term success.

This role will also support initiatives within our growing holding company, offering exposure to new ventures and innovation beyond our core business.

To learn more, visit including our press kit, or explore our content on YouTube and Instagram (@BCHoldingsofTennessee).

Company Description

BC Holdings of TN, LLC (BCH) is a nationally recognized financial wellness education firm with over 25 years of experience. As a non-fiduciary, business-to-institution (B2B/B2I) organization, we do not sell financial products—our sole focus is providing unbiased financial education that empowers individuals to build wealth the right way.\r\n\r\nOur mission is to build wealth around the globe through education, and our work has impacted individuals, families, and organizations across diverse industries.\r\n\r\nAt BCH, our culture is rooted in collaboration, integrity, and service. We are committed to supporting one another as a team while helping those we serve achieve financial confidence and long-term success.\r\n\r\nThis role will also support initiatives within our growing holding company, offering exposure to new ventures and innovation beyond our core business.\r\n\r\nTo learn more, visit including our press kit, or explore our content on YouTube and Instagram (@BCHoldingsofTennessee).