Financial Coach & Investment Mentor for a Financial Education Program

Paired is a global staffing and recruiting agency that connects talented professionals with innovative companies worldwide. We help businesses scale with highly skilled remote talent while creating meaningful career opportunities for candidates across LATAM and beyond.

About the Client

Our client is a fast-growing financial education company helping the Latino community in the United States learn how to invest with confidence. Their mission is to make investing simple, accessible, and actionable through real education, real results, and a supportive community experience.

They are a small, fast-moving, AI-first team that values integrity, high performance, and genuine impact. Their programs are designed to help Latino families build financial confidence, understand investment principles, and take practical steps toward their long-term financial goals.

About the Role

We are looking for a Financial Coach & Investment Mentor to support members throughout an 8-week financial education program.

In this role, you will guide members from onboarding through program completion, lead group sessions, conduct 1:1 follow-ups, answer questions inside the community, and help members stay motivated and accountable. You will become a trusted educational guide for participants, helping them understand investment concepts clearly while creating a warm, energetic, and confidence-building experience.

This is a highly visible role that combines financial education, customer success, community engagement, coaching, and on-camera facilitation.

Responsibilities

• 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.

Originally posted on Himalayas