Wealth Coach

Location: Binghamton, New York

Employment Type: Full-Time

Company: Jim Rollo Insurance and Financial Services, Inc.

About Us

At Jim Rollo Insurance and Financial Services, Inc., we are dedicated to empowering our customers to achieve financial success and create lasting legacies. Our mission is to help customers build, protect, and distribute their wealth—delivering sustainable income for today and a meaningful legacy for tomorrow. With a commitment to exceptional service, we provide personalized, hands-on guidance to help customers navigate their financial journeys with confidence. Join our team of passionate professionals who believe in real service, real results, and real impact.

The Opportunity

We are seeking a dynamic Wealth Coach to join our team and empower customers to achieve their financial and legacy goals. As a Wealth Coach, you will serve as a trusted partner, guiding customers to build wealth through disciplined capital accumulation, protect it through prudent risk management, and distribute it effectively as income for themselves and a legacy for their heirs. This role is ideal for a motivated, customer-focused professional who thrives on fostering deep relationships and delivering exceptional service.

Key Responsibilities

•  Wealth Building: Partner with customers to develop customized strategies for wealth accumulation.

•  Wealth Protection: Work with customers on risk management, earnings and wealth protection to safeguard their financial future.

•  Wealth Distribution: Guide clients in creating sustainable income streams for personal financial needs and achieving legacy goals for heirs or charitable causes.

•  Relationships: Build and maintain strong, trust-based relationships, deliver personalized coaching and exceptional service tailored to individual needs.

•  Education and Empowerment: Coach customers on financial decision-making, helping them understand complex concepts and feeling confident in their choices.

•  Team Collaboration: Work closely with our team of Wealth Coaches to deliver holistic solutions and uphold our commitment to “Your Wealth. Our Mission.”

Qualifications

•  Experience: 3+ years in wealth management or a related field, with a proven track record of building relationships.

•  Certifications: ChFC (Chartered Financial Consultant); Series 6/63 and 65 a plus.

•  Skills:

        •  Exceptional interpersonal and communication skills, with a passion for coaching and empowering customers.

        •  Strong knowledge of capital accumulation strategies, risk management, income planning, and estate/legacy planning.

        •  Ability to translate complex financial concepts into clear, actionable guidance.

        •  Analytical mindset with proficiency in financial tools and software.

•  Attributes: Customer-centric, empathetic, and proactive, with a commitment to delivering exceptional service. Ability to build trust and inspire confidence.

•  Education: Bachelor’s degree in finance, economics, business, or a related field; advanced degree a plus.

Why Join Us?

•  Impactful Work: Make a meaningful difference in peoples’ lives by helping them achieve wealth accumulation goals and create lasting legacies.

•  Supportive Culture: Join a collaborative team dedicated to excellence, innovation, and customer-first values.

•  Growth Opportunities: Access ongoing training, professional development, and a clear path for career advancement.

•  Competitive Compensation: Enjoy a competitive salary, performance-based bonuses, and comprehensive benefits (health, retirement, etc.).

•  Customer-Centric Mission: Be part of a firm that prioritizes “real people, real service,” fostering deep, trust-based customer relationships.

How to Apply

If you’re passionate about empowering customers to build, protect, and distribute their wealth, we’d love to hear from you! Please submit your resume, a cover letter detailing your approach to wealth coaching, and any relevant certifications to Jim Rollo jim@jimrollo.com