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, including budgeting, debt reduction, credit management, retirement planning, investment education, insurance basics, and home buying • Provide unbiased education as MSA sells no financial products • Tailor each session to the member's goals • 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 Germany • Working knowledge across budgeting, debt management, credit, retirement, investing, insurance, and/or home buying • Fluency in English and German • Moderate technical proficiency in using a computer and basic software applications • Reliable high-speed internet and a quiet, professional space to conduct sessions • Warmth, empathy, and professionalism

🏖️ Benefits

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