Parthean Financial Coach
- Customer & Community
- New York City, NY
2022-07-18 17:33:35 UTC
Parthean Financial Coach
1. About Parthean
Financial illiteracy is one of the world’s biggest societal problems, but we believe it’s a solvable one. Especially now, with a boom in fintech and accessible financial products, people need support throughout their financial lives.
At Parthean, we’re democratizing access to personal finance education and becoming a partner that people can rely on. We teach people financial concepts, show them how to use it in their own financial lives, and integrate directly with their finances so we can proactively recommend new areas for improvement. We're a financial partner for the 99%.
That personalization comes in the form of artificial intelligence and premium hands-on coaching. Our coaches are experienced, accomplished, and highly skilled in helping members set and achieve their financial goals.
What our members have said
“Being financially literate was something I thought would be impossible. Parthean helped set the path for me to become financially literate while making it easy and accessible.” - Anthony L., Sacramento, CA
“Working with a Parthean coach has been the most valuable thing I’ve ever done.” - Anonymous Member, Houston, TX
“In my first coaching session with Parthean and Coach Catie, we set up a plan to get on track to accomplish all my financial goals. She’s incredible.” - Summer M., Atlanta, GA
2. About the opportunity
Since launching our financial coaching program, we’ve been growing rapidly (we’re managing dozens of clients within a few weeks). We’re helping our clients buy new homes, handle new child expenses, move to new cities, negotiate new jobs, and more. The demand has been extraordinary, and we’re hiring a team of coaches to scale our program and help people manage their finances.
Our team is based in NYC and we split time between the office and remote work.
What you'll do
Work one-on-one with clients (individuals and couples) to set SMART financial goals and create strategies to achieve those goals.
Assess clients financial situations, work through challenges, and identify opportunities for growth.
Help clients develop systems for managing cash flow, paying down debt, and achieving their goals through good money habits.
Identify areas for learning and development and provide appropriate resources.
Keep all coaching clients engaged throughout and moving toward their goals.
Onboard new members to the app and coaching program.
Work with Head of Curriculum to create educational modules.
3. Your qualifications
3+ years of experience in financial coaching, advising, or planning, working directly with clients.
Ideally one or more of the following credentials or willingness to obtain: CMC, CFP, AFC, CPA, ChFC, CFA, CPF Coach
Excellent ability to simply communicate complex financial topics.
The ability to connect with clients on a genuine level and express understanding, compassion, and never judgement.
Competently assess clients’ current financial situations and ability to calculate relevant financial health markers.
The highest levels of integrity and ethics. You understand the importance of confidentiality and privacy.
Self-motivated with an entrepreneurial spirit. We expect you to be able to work well independently and meet deadlines.
Tech-savvy and interested in helping us create a cutting edge financial coaching platform.
A life-long learner eager to always increase your financial and coaching knowledge.
4. Why you should join us
We work hard towards an impactful mission. Managing your credit and debt, figuring out investments, taking advantage of tax-sheltered accounts, spending within your budget, are just some of the things that people are struggling with. You'll be solving that at scale by building the trusted, engaging, and highly personalized solution to solve their issues. If you enjoy your work and want it to drive towards something impactful, this is the place for you.
Opportunities for growth. We’re a growing company and we need our team to grow with us. There are opportunities to learn and grow your role with the company.
You'll help build a company, with phenomenal investors, a strong founder, an amazing team, and an impactful mission. This means that you’ll be able to wear many hats and your work will directly impact our member’s experience.
You'll have a high degree of autonomy over your work life, getting to decide everything from working hours to what you work on. We're don't micro-manage — we work as a team.
Full office gear. Whatever you need for the office, we’ve got it covered (including a macbook)
Flexible working hours, friday team lunches, happy hours, offsites, and more!