Hub International Insurance

Hub International Insurance

FinPath Financial Coach

Austin, TX

Sponsorship not specified$65k-$68kDetected 9 hours ago
AccessibilityHubSpotCRMBudgetingCommunicationTime ManagementMentoringPublic SpeakingProperty & CasualtyClaims Management

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odds of building a lasting career here

15Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70

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About the role

  • We serve, inspire, and thrive while maintaining an entrepreneurial spirit.
  • About FinPath: FinPath by HUB is a comprehensive financial wellness program offering certified financial coaching, financial education courses, and digital money tools.
  • Our coaches empower participants across the country to move from financial stress to financial confidence through human-centered, unbiased guidance.

Responsibilities

  • Apply a coaching approach (including motivational interviewing techniques) that drives lasting behavior change.
  • Document sessions accurately and consistently within HubSpot CRM.
  • Maintain professionalism, confidentiality, and strong participant relationships throughout the coaching relationship.
  • Collaborate with internal teams to support program engagement, quality, and continuous improvement.
  • When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
  • We lead our communities with integrity, driven to make things better, both now and in the future.
  • We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

Requirements

  • Bachelor's degree or equivalent professional experience.
  • Ability to travel occasionally for in-person events and employer site visits.
  • Proficiency with virtual meeting platforms and standard productivity tools.
  • 2-5 years of relevant experience
  • Required Travel:

Nice to have

  • Professional certification: CPFC, AFC, ChFC, or equivalent (or active pursuit of one).
  • Bilingual in English and Spanish. (is a plus) Motivational interviewing or structured coaching methodology training.
  • HubSpot CRM experience.
  • E-Verify Program We endeavor to make this website accessible to any and all users.
  • This contact information is for accommodation requests only
  • do not use this contact information to inquire about the status of applications.
  • In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
  • And this gives you the peace of mind that what matters most to you will be protected - through unrelenting advocacy and tailored insurance solutions that put you in control.

Compensation

  • $65,000-$68,000 salary plus 10-15% yearly discretionary bonus

Benefits

  • Guide participants in building action plans across budgeting, debt management, emergency savings, credit improvement, homeownership, student loans, retirement readiness, and other financial wellness topics.
  • Facilitate engaging financial wellness webinars, workshops, and group presentations for employer clients.
  • Stay current on personal finance topics, financial wellness trends, and coaching best practices.
  • Travel occasionally to support in-person financial wellness events, employee benefits fairs, and on-site coaching engagements at employer client locations.

Company info

  • HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
  • About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better, both now and in the future.
  • Why Join FinPath?
  • You will make a measurable difference in participants' financial lives, backed by a team that values coaching quality, continuous learning, and participant impact.
  • FinPath coaches are not just educators; they are trusted partners in their participants' financial journeys.
  • Job Purpose: As a FinPath Financial Coach, you will work one-on-one with participants to help them build healthy financial habits, overcome financial challenges, and create actionable plans aligned with their short and long-term goals.
  • You will serve as a trusted accountability partner, helping participants gain real confidence through education, behavior change, and personalized guidance.
  • If you are compassionate, approachable, and passionate about simplifying financial topics for real people, this role is for you.
  • Conduct confidential one-on-one financial coaching sessions via phone, video, and in person as applicable.
  • Required Qualifications Bachelor's degree or equivalent professional experience.
  • Experience in financial coaching, financial education, credit counseling, banking, or related fields.
  • Strong working knowledge of personal finance: budgeting, debt, credit, savings, and retirement planning.
  • Excellent communication, active listening, and presentation skills.
  • Comfortable facilitating both individual sessions and group workshops.
  • Preferred Qualifications Professional certification: CPFC, AFC, ChFC, or equivalent (or active pursuit of one).

Equal opportunity

  • This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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This listing is sourced directly from Hub International Insurance's careers page and normalized into a canonical job model.