PT Financial Coach – Contractor

🕒 June 24

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My Secure Advantage®

WebsiteLinkedInAll Job Openings

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

• Provide personalized financial coaching to employees in one-on-one virtual sessions (30 minutes each). • Cover a variety of financial topics, including but not limited to budgeting, debt reduction, credit management, retirement planning, investment education, insurance basics, and home buying. • Offer unbiased coaching that focuses solely on educating and empowering employees without any sales or promotion of financial products. • Maintain professionalism and confidentiality in all interactions with employees. • Tailor coaching and resources to employees' individual needs, goals, and financial circumstances. • Utilize digital tools (e.g., video conferencing platforms) to conduct coaching sessions remotely. • Track session completion and provide brief documentation of topics covered.

🎯 Requirements

• Proven experience in financial coaching, financial planning, or personal finance education. • Strong knowledge of financial topics, including budgeting, debt management, retirement planning, credit improvement, investments, insurance, and home buying. • Ability to explain complex financial concepts in an easy-to-understand manner. • Excellent interpersonal and communication skills. • Familiarity with confidentiality and ethical practices in financial education. • Access to reliable internet and the ability to work remotely. • Proficiency in English is required, along with fluency in the country's native language if it differs from English. • Certification in financial coaching or planning is highly desirable but not required.

🏖️ Benefits

• Flexible, part-time schedule. • Opportunity to make a meaningful impact by helping individuals achieve their financial goals. • Work from the comfort of your home with fully remote sessions. • No sales—focus solely on providing unbiased financial education and guidance.