Job Title: Financial Coach
About Ark Financial:
Ark Financial Academy is dedicated to transforming lives through financial education and coaching. Rooted in Christian values, our mission is to guide first-generation entrepreneurs and business owners toward financial peace and purpose. Our Academy provides comprehensive training and resources to help clients master personal finance, from budgeting and debt reduction to wealth building and legacy planning. We champion the vision that "one day everyone will have a family office," by translating the sophisticated concepts of a family office into an accessible coaching program for entrepreneurs.
Position Overview:
As a Financial Coach at Ark Financial Academy, you will walk alongside first-generation entrepreneurs and business owners on their journey to financial peace. Utilizing our structured financial coaching programs, you will provide personalized guidance and education. Your role involves understanding each client's unique financial situation, meeting them where they are, and empowering them with practical strategies to achieve their financial goals.
Key Responsibilities:
- Master Ark Financial Academy Curriculum: Utilize our educational content and resources, designed specifically for entrepreneurs, to effectively coach clients toward financial stability and growth.
- Client Coaching Sessions: Conduct regular one-on-one sessions and group workshops to provide support and accountability.
- Personalized Financial Plans: Develop and deliver customized financial roadmaps, including budgeting, debt reduction, savings, and investment strategies.
- Ongoing Education: Stay informed about industry trends and best practices by attending relevant workshops and conferences.
- Client Progress Tracking: Maintain detailed records of client progress and provide consistent follow-up to ensure accountability.
- Financial Analysis and Planning: Assist clients with financial analysis, tax planning, and wealth-building strategies.
Unique Aspects of Our Coaching Program:
Our coaching program addresses the unique financial challenges faced by first-generation entrepreneurs, including:
- Complex Business Structures: Simplifying and optimizing business entities for efficiency and growth.
- High Tax Liability: Implementing proactive tax planning strategies to minimize liabilities.
- Estate Planning: Developing comprehensive estate plans to ensure business continuity and family security.
- Liquidity Management: Ensuring sufficient liquidity for personal needs and business expansions.
- Risk Management: Identifying and mitigating financial risks unique to entrepreneurs.
Family Office Concepts Integrated into Coaching:
We translate the sophisticated concepts of a family office into our coaching program, including:
- Comprehensive Financial Planning: Covering finance, tax, legal, and insurance.
- Holistic Wealth Management: Coordinating across multiple disciplines to achieve family goals.
- Legacy Planning: Ensuring wealth preservation and seamless transition to the next generation.
- Strategic Investment Management: Tailoring investment strategies to align with business and personal goals.
- Personal and Business Integration: Aligning personal financial planning with business operations and growth.
A Successful Candidate Will:
- Expertise in Financial Coaching: Have a deep understanding of personal finance principles and financial coaching methods, tailored for entrepreneurs.
- Adaptable Coaching Style: Tailor coaching techniques to meet the diverse needs of clients.
- Results-Oriented: Focus on helping clients achieve measurable financial milestones.
- Professional Skills: Demonstrate strong organizational, time management, communication, and facilitation skills.
- Alignment with Values: Reflect Ark Financial’s core values of Justice, Mercy, and Humility in all interactions.
Qualifications:
- Location: Must reside in Austin, TX, and be able to work in the office daily.
- Experience: Proven experience in financial coaching or personal finance education.
- Interpersonal Skills: Exceptional ability to build and maintain trusting client relationships.
Compensation:
- Salary Range: Starting compensation ranges from $70,000 to $120,000, depending on experience.
Why Join Ark Financial Academy?
- Meaningful Work: Help first-generation entrepreneurs and business owners achieve financial peace and purpose.
- Growth Opportunities: Access to continuous learning, professional development, and career advancement.
- Supportive Environment: Join a collaborative and values-driven team committed to client success and community impact.
A Day in the Life of a Family Office Coach
9:00 AM – Start the Day with Intentionality
- Begin the day with a moment of reflection to set a positive tone.
- Check emails and voicemails for any urgent client matters or updates from the Academy.
- Review the day's schedule and prioritize tasks, ensuring a balanced approach to client sessions, content development, and team collaboration.
10:00 AM – Client Sessions
- Conduct a one-on-one session with a client, walking beside them as they navigate their Family Office Operating System.
- Provide personalized guidance and support, focusing on their unique goals and needs.
- Offer strategic advice and foster open communication to help clients achieve Protection, Peace, and Purpose.
12:30 PM – Lunch Break
- Take a break to recharge, enjoying a healthy meal provided by Ark and a brief walk outside.
1:30 PM – Client Sessions
- Conduct a one-on-one session with a client, walking beside them as they navigate their Family Office Operating System.
- Provide personalized guidance and support, focusing on their unique goals and needs.
- Offer strategic advice and foster open communication to help clients achieve Protection, Peace, and Purpose.
4:30 PM – Content Mastery and Development
- Review Academy content, ensuring it remains relevant and impactful in your engagement.
- Participate in a brainstorming session with fellow coaches to create new resources and tools that will benefit clients.
5:30 PM – Wrap-Up and Reflection
- Review the day's accomplishments and prepare a to-do list for the following day.
- Send out any necessary end-of-day emails or updates to clients and team members.
- Reflect on the day, noting any areas for improvement and celebrating successes.
6:00 PM – End of Day
- Leave the office with a sense of fulfillment, knowing you've made a positive impact on your clients' lives.
- Look forward to another day of guiding and empowering clients on their journey to financial well-being.