Financial Coach, Investment Mentor – Financial Education Program

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Paired

WebsiteLinkedInAll Job Openings

1 - 10 employees

🤝 B2B

🎯 Recruiter

👥 HR Tech

B2B • Recruitment • HR Tech

Paired is a strategic talent recruitment company that specializes in connecting businesses with top-tier overseas talent. They streamline the hiring process by recruiting, vetting, and presenting the best candidates for a variety of roles, allowing companies to save significantly on payroll costs. Paired focuses on placing talented individuals in various positions ranging from administrative assistants to executive roles, across diverse fields such as marketing, engineering, and sales. With a commitment to quality and cost-effectiveness, Paired offers a risk-free placement service that guarantees client satisfaction, thereby facilitating global workforce integration for its clients.

📋 Description

• Guide members through weeks 3–8 of an 8-week financial education program. • Lead live group sessions and support 1:1 coaching when needed. • Onboard new members and help them stay engaged throughout the program. • Answer questions and provide support through Skool, DMs, and community posts. • Explain financial and investment concepts in a simple, clear, and engaging way. • Track member progress, feedback, and participation. • Help collect testimonials, wins, and member success stories. • Use AI tools and internal systems to improve the member experience.

🎯 Requirements

• Around 5 years of experience in finance, investments, or a related field. • 2–5 years of experience teaching, coaching, mentoring, or training others. • Hands-on investing experience, either by investing your own money or helping others understand how to invest. • Relevant certification, training, or education in finance, investments, or a related area. • Strong understanding of the Latino market in the United States, including their financial reality, fears, and goals. • Native-level Spanish. • High energy, charisma, and confidence speaking on camera. • AI-first mindset, with willingness to use, improve, and “train” AI tools in your daily work.

🏖️ Benefits

• Competitive salary. • Ability to work remotely.