Key skills
AIMentoring
About this role
Role Overview
- Guide members through weeks 3–8 of an 8-week financial education program.
- Lead live group sessions and support 1:1 coaching when needed.
- Onboard new members and help them stay engaged throughout the program.
- Answer questions and provide support through Skool, DMs, and community posts.
- Explain financial and investment concepts in a simple, clear, and engaging way.
- Track member progress, feedback, and participation.
- Help collect testimonials, wins, and member success stories.
- Use AI tools and internal systems to improve the member experience.
Requirements
- Around 5 years of experience in finance, investments, or a related field.
- 2–5 years of experience teaching, coaching, mentoring, or training others.
- Hands-on investing experience, either by investing your own money or helping others understand how to invest.
- Relevant certification, training, or education in finance, investments, or a related area.
- Strong understanding of the Latino market in the United States, including their financial reality, fears, and goals.
- Native-level Spanish.
- High energy, charisma, and confidence speaking on camera.
- AI-first mindset, with willingness to use, improve, and “train” AI tools in your daily work.
Benefits
- Competitive salary.
- Ability to work remotely.