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

• Conduct 30-minute one-on-one virtual coaching sessions with members • Cover a variety of financial topics • Provide unbiased education • Tailor each session to the member's goals • Briefly document topics covered after each session • Maintain member confidentiality

🎯 Requirements

• 5-years of experience in financial coaching, financial planning, or personal finance education • Familiarity with financial systems in Taiwan • Working knowledge across budgeting, debt management, credit, retirement, investing, insurance, and/or home buying • Fluency in English (spoken and written) and Taiwanese Hokkien • Moderate technical proficiency

🏖️ Benefits

• Fully remote from anywhere in Taiwan • Flexible schedule with no weekends