Financial Wealth Coach Open Position

If you are interested and motivated to work with us please get in touch.

Financial Wealth Coach

Job Summary


  • Assesses clients’ current financial position to develop debt strategies that increase financial wealth
  • Interviews clients and obtain a credit report to determine their current income, expenses, financial objectives, risk tolerance, or other information needed to develop a financial plan.
  • Analyzes financial information obtained from clients to determine strategies for meeting their financial objectives.
  • Recommends strategies in cash management, debt management, or other areas to help clients achieve their business financial goals.
  • Reviews clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  • Answers clients' questions about the purposes and details of financial plans and strategies.
  • Monitors small business financial market trends to ensure that client plans are responsive.
  • Recommend WeDevelopment financial products.
  • Devises debt consolidation that includes payoff priorities and timelines.
  • Recommend additional small business grants and services not offered by WeDevelopment to ensure client plans are up to date.
  • Recruits and maintains client bases.
  • Organize, schedule, and attend community events that address entrepreneur challenges to capital in the Kansas City metro area.
  • *The company reserves the right to add or change duties at any time.

Job Qualifications

  • Education: Bachelor's degree
  • Experience: 3-5 years of related experience; or equivalent combination of education and experience


  • Excellent verbal and written communication
  • Service orientation
  • Compassion
  • Active listening
  • Critical thinking
  • Complex problem solving
  • Mathematics
  • Judgment and decision making
  • Community participation
  • Financial Education
  • Small Business Financial Coaching

To apply for this opportunity, please send your resume, a cover letter and salary expectations via email.