Financial Coach (Hybrid-San Diego)

San Diego, CA

Make a difference in adult education — one client at a time.

Join a team that’s passionate about empowering people to take control of their financial futures. iGrad, a division of Aztec Software, is an award-winning financial literacy platform provider that empowers students, employees, and individuals to make informed financial decisions and achieve their financial goals. Through the iGrad and Enrich product lines, we’ve helped millions of people improve their financial well-being through its engaging and interactive courses, personalized coaching, and comprehensive resources.

JOB SUMMARY:  As a Financial Wellness Coach, you will work directly with clients to help them to understand their financial picture, build personalized strategies, and stay motivated as they work toward their goals. You will provide one-on-one coaching and guidance to help clients manage debt, improve their credit scores, and make informed financial decisions. 

This hybrid position is based out of our Cardiff-by-the-Sea office, offering a blend of in‑office collaboration and remote flexibility.

What you’ll do

  • Provide one on one financial coaching via phone, video, and email
  • Conduct comprehensive financial assessments to understand client needs
  • Create personalized financial strategies tailored to each individual
  • Educate clients on budgeting, saving, investing, debt management, and credit repair
  • Help clients set, track, and stay accountable to their financial goals
  • Offer ongoing encouragement and support to keep clients motivated
  • Maintain accurate documentation of all interactions
  • Stay current on financial trends, tools, and best practices
  • Obtain and maintain relevant industry certifications

Essential skills and experience

  • Strong communication skills with the ability to explain financial concepts clearly and compassionately
  • A coaching mindset—patient, supportive, and client‑focused
  • Excellent organization and attention to detail
  • Ability to document sessions and manage multiple systems
  • Comfort navigating digital tools and platforms
  • Reliability in managing scheduled appointments and meeting performance standards
  • Professionalism, discretion, and a genuine desire to help others succeed

Required:

  • Bachelor's degree in personal finance, finance, or a related field 
  • 2+ years of experience in financial counseling or coaching 

Preferred:

  • Bilingual is a plus

What We Offer

  • 401(k)
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Job Type: Full Time

Work Location: Hybrid

Equal Opportunity Employer

Aztec is a proud equal opportunity employer.