PT Financial Coach – Contractor

🔥 12 hours ago

🇨🇴 Colombia – Remote

💵 $25 - $35 / hour

⏱ Part Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 8%

infoinfo

🗣️🇪🇸 Spanish 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; no financial products are sold or pushed • 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

🎯 Requirements

• 5-years of experience in financial coaching, financial planning, or personal finance education • Familiarity with financial systems in the Colombia • Working knowledge across budgeting, debt management, credit, retirement, investing, insurance, and/or home buying • Ability to explain financial concepts in plain, understandable language • Fluency in English (spoken and written) and Spanish • Moderate technical proficiency, including independent use of 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) — nice to have • Experience coaching across diverse populations and financial backgrounds — nice to have • Must submit a brief cover letter, resume or CV, and any relevant certifications • May be required to pass a drug test and standard background check

🏖️ Benefits

• Paid in USD per completed session • Flexible schedule with no weekends • You set your availability • Fully remote from anywhere in Colombia • Payment cadence: monthly

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