Jobs · Finance

Financial Coach

Tardus Wealth Strategies · Honolulu, HI · 3 wk ago
RemoteRemoteFinanceContract

The Role

Tardus Wealth Strategies is seeking experienced and passionate financial coaches to join our growing team. As a Tardus Financial Coach, you will support our clients in achieving their financial goals using our patented Income SnowballTM system. Your role involves fostering strong, multi-year client relationships and helping them succeed with our unique cash flow and alternative investment strategies.

Responsibilities

  • Support clients in implementing our Income SnowballTM system
  • Build and maintain strong, long-term client relationships
  • Coach clients on cash flow and alternative investment strategies
  • Work independently while contributing to the team's success

Requirements

  • Confident and humble with a desire for continuous growth and learning
  • A professional multi-tasker with high levels of charisma
  • Ability to influence without formal authority
  • Organized and punctual, thriving in fast-changing environments
  • An active listener and good question-asker
  • Systems-oriented and a quick study
  • Understanding of residual commissions and their impact

Qualifications

  • Coachable and willing to learn
  • Professional demeanor and dependability
  • Flexibility and the ability to work independently
  • Strong communication skills
  • Curiosity and a preference for listening over talking

Benefits

  • Monthly fees per meeting and monthly residual pay
  • Personal development training program
  • Flexible days and hours, remote work
  • Six-figure income potential
  • Independent contractor position (1099 role)
  • Strong pay structure

Pay

  • Monthly residual commissions based on client renewals

Schedule

  • Meetings typically occur bi-monthly or quarterly

Company Values

  • TRUST: Strong confidence or reliance on the company and its people.
  • EXCELLENCE (over perfection): Strive for excellence in your work, producing great results without trying to achieve perfection.
  • ACCOUNTABILITY: Be accountable to one another and your results. Own problems in your process or system.
  • COLLABORATION: Work as a team to solve challenges and problems.
  • SERVICE: Serve others before being served.
  • INNOVATION: Continuously innovate best practices and systems to improve offerings and retain happy clients.
  • GRATITUDE: Grateful people are happy people. Happy people help lots of clients.

Disclaimer

This opportunity is not for everyone. It requires a fast-paced environment, problem-solving skills, a people-oriented approach, organization, and a willingness to learn. If you do not consider yourself resourceful, not a people person, not organized, not a quick learner, or not a great communicator, this may not be the right fit for you.

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