[Remote] Financial Coach

Note: The job is a remote job and is open to candidates in USA. RoseTree is a premium investment education program for high-earning professionals, and they are seeking a Financial Coach to lead trading education and coaching. The role involves teaching the Systematic Value Investing™ framework, conducting market research, and contributing to curriculum development while maintaining an active presence in the member community.

Responsibilities

• Learn & teach the Systematic Value Investing™ framework
• Own and deliver the weekly group coaching call cadence with structured agendas and consistent quality
• Run independent investment research (equities, sectors, narratives, macro themes) and contribute primary analysis into the program
• Design and deliver quarterly bootcamps (educational deep-dives) tied to the curriculum and current market conditions
• Contribute to weekly market research and methodology content alongside the CEO
• Co-build the structured year-one curriculum that takes members from fundamentals to confident execution
• Coach members on options trading, position structuring, and disciplined risk management
• Maintain an active, credible presence in the member community (Discord, group calls)
• Produce video content (tutorials, methodology explainers, market commentary) for the curriculum
• Partner with the COO & CSM on coaching quality, cadence, and member feedback loops
• Document SOPs and training materials

Skills

• Ability to teach. You can take a complex concept and make it click for a beginner. You genuinely enjoy developing people, not just performing. Track record of teaching, training, or mentoring, formal or informal
• Options expertise. Deep working knowledge of options trading and position structuring. You can teach options cleanly to someone who doesn't yet trade them, and you trade them yourself with discipline
• Authority with HNW. Demonstrated ability to hold frame with high-net-worth professionals — handle pushback, frustration, and high-stakes questions without losing composure. You command respect in a room of successful operators
• Research & written content. You produce clear, structured investment research
• Video content. Comfortable on camera and able to produce clear video content. Existing channel is a plus
• Education & curriculum building. Builder's mindset, you want to help design modules, quizzes, and milestones, not just deliver pre-built content. Experience structuring a curriculum or course is a plus
• Grown personal portfolio. Documented track record of growing your own portfolio with real capital

Benefits

• Access to the RoseTree Mastermind, valued at $18,000 per year. This includes our premium investing strategy, portfolio access, education, and community.
• $1,000 annual budget for professional up-skilling.
• Annual all-expenses-paid client retreat in Mexico. We believe in connecting in person and celebrating what we've built together.
• Fully remote work with timezone flexibility outside scheduled coaching commitments. Work from wherever you do your best thinking.

Company Overview