Financial Analyst ---send a video to mario@toamsfinancial.com on why we should hire you---

We seek a highly skilled and experienced Financial Analyst to join our team. In this role, you will work closely with our clients, providing personalized coaching on budgeting and spending habits. The ideal candidate will have excellent communication skills, a strong understanding of personal finance, and the ability to help clients identify ways to reduce unnecessary expenses.

- Conduct one-on-one virtual coaching sessions with clients to discuss their budgets and spending habits.
- Analyze clients' financial situations and provide tailored advice on how to manage their money more effectively.
- Help clients set realistic financial goals and create action plans to achieve them.
- Monitor clients' progress and provide ongoing support and guidance.
- Maintain detailed records of coaching sessions and clients' progress.
- Ensure a professional and supportive coaching environment.

**Requirements:**

- Proven experience in financial coaching, budgeting, or a related field.
- Excellent verbal and written communication skills.
- Strong understanding of personal finance principles and budgeting techniques.
- Ability to build rapport and maintain a positive relationship with clients.
- Detail-oriented with strong organizational skills.
- Must have a neutral accent to ensure clear and effective communication with clients.

**Preferred Qualifications:**

- Experience working with clients from diverse backgrounds.
- Familiarity with various financial management tools and software.