PT Financial Coach – Contractor

🔥 23 hours ago

🇧🇷 Brazil – Remote

💵 $25 - $35 / hour

⏱ Part Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 10%

infoinfo

🗣️🇧🇷🇵🇹 Portuguese Required

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Logo of My Secure Advantage®

My Secure Advantage®

51 - 200 employees

Founded 1986

💸 Finance

👥 HR Tech

🤝 B2B

Finance • HR Tech • B2B

My Secure Advantage® is a financial well-being company that provides clinically-informed money coaching, self-directed digital tools (including AI-enabled resources), and live financial education tailored primarily as an employer-sponsored benefit. Founded to improve individual economic stability, MSA emphasizes behavior-change coaching (one-on-one Money Coaches), zero product sales or data selling, and measurable outcomes; it serves employers and partner organizations (trusted by a large share of Fortune 100/500 companies) to deliver financial literacy and coaching at scale.

📋 Description

• Conduct 30-minute one-on-one virtual coaching sessions with members • Cover financial topics including budgeting, debt reduction, credit management, retirement planning, investment education, insurance basics, and home buying • Provide unbiased financial education; MSA sells no financial products and neither does the coach in this role • Tailor each session to the member's goals, situation, and starting point • Briefly document topics covered after each session • Maintain member confidentiality at all times • Choose coaching topics aligned with strongest expertise and set availability

🎯 Requirements

• 5-years of experience in financial coaching, financial planning, or personal finance education • Familiarity with financial systems in the Brazil • Working knowledge across budgeting, debt management, credit, retirement, investing, insurance, and/or home buying • Fluency in English (spoken and written) and Portugese • Moderate technical proficiency — able to independently use a computer, basic software applications, and a CRM system to document sessions • Reliable high-speed internet and a quiet, professional space to conduct sessions • Certification in financial coaching or planning (CFP, CPA, CFA, licensed financial planner/bank wealth manager, or similar) is a nice to have • Experience coaching across diverse populations and financial backgrounds is a nice to have • Must pass a standard background check if required by the company • May be required to submit to a drug test • Contractor role

🏖️ Benefits

• Flexible schedule with no weekends — you set your availability • Fully remote from anywhere in Brazil • Paid in USD • Monthly payment cadence • 30-minute virtual coaching sessions • Work with a US-based financial wellness leader • No sales and no products to push

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