Money Coach

AllianceCorp

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profile Job Location:

Victoria - Australia

profile Monthly Salary: Not Disclosed
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

A Business on the Move

At AllianceCorp weve been helping everyday Australians build wealth through property for more than 17 years. Were a family-run business scaling fast built on trust values and a genuine passion for helping people achieve financial freedom.

As more Australians seek clarity confidence and guidance around their finances were investing heavily in our client-support ecosystem empowering people not just to invest but to feel ready to invest.

Thats where you come in!

About the Role

As our Money Coach youll play a key role in helping clients understand their spending feel in control of their money and take practical steps toward becoming mortgage-ready.

This is a hands-on people-focused role perfect for someone with junior to mid-level experience in lending banking mortgage support or financial services who loves helping others succeed.

One day you might be speaking with a client whos overwhelmed by budgeting the next youll be reviewing bank statements to identify savings opportunities and the next youll be cheering on someone whos just hit their first major milestone.

Youll guide clients through a structured coaching program that helps them:

  • Build better money habits
  • Improve their savings
  • Reduce unnecessary spending
  • Get prepared for loan pre-approval
  • Move confidently into their property investment journey

Youll work closely with our Mortgage Brokers Strategy Team and Client Success Team to ensure every client gets the right support at the right time.

What Youll Bring

  • Experience in mortgage broking lending support banking property management financial services or similar
  • A solid understanding of personal finance basics budgeting spending categories savings habits
  • Confidence reading bank statements and spotting spending patterns
  • Warm clear communication skills you enjoy helping people and breaking concepts down simply
  • Strong organisation and the ability to keep clients accountable and on track
  • A positive mindset and passion for helping everyday Australians improve their financial wellbeing
  • Comfort with digital tools (budgeting apps CRMs online banking tools)

Why Youll Love It Here

Youll join a business thats growing quickly and genuinely cares about its people and clients. Every team at AllianceCorp is aligned to one mission: helping Australians build better financial futures.

Youll be welcomed into a supportive down-to-earth environment where our values arent slogans they shape how we show up how we coach how we communicate and how we celebrate wins.

Walk into our office and youll feel it instantly the energy the warmth the drive. Youll often hear Youll love it here its the best company Ive ever worked for.

We work hard we have fun and we understand the importance of balance. Our hybrid model gives you the flexibility you need to do meaningful work without sacrificing whats most important in life.

Join us and help empower more Australians to take control of their money and their future.

If youd like more information about this role please feel free to contact Lucy at


Required Experience:

IC

A Business on the MoveAt AllianceCorp weve been helping everyday Australians build wealth through property for more than 17 years. Were a family-run business scaling fast built on trust values and a genuine passion for helping people achieve financial freedom.As more Australians seek clarity confide...
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