Money Coach – Retirement Specialist

🔥 1 minute ago

🏈 Alabama, Arizona, +21 more states – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote 🏄 California – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🌽 Illinois – Remote 🌪️ Kansas – Remote 🌾 Nebraska – Remote 🎰 Nevada – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🌪️ Oklahoma – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🏰 Missouri – Remote 🌴 South Carolina – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⛷️ Utah – Remote ⚔️ Virginia – Remote

💵 $65k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 11%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Deliver one-on-one coaching focused on retirement planning, retirement plan options, and investment education • Advise on related areas including tax planning, estate planning, insurance, and college planning • Address full-spectrum financial topics as members’ needs arise • Motivate members to build healthier financial habits and follow through on goals • Explain financial concepts in plain, encouraging language • Research complex member situations and develop practical, creative strategies • Stay current on retirement, investment, and tax rules • Take detailed, accurate notes for every session • Manage a fast-paced appointment schedule while maintaining quality and privacy standards • Build ongoing coaching relationships that improve members’ retirement readiness and sponsor value

🎯 Requirements

• 5+ years of experience in consumer finance or tax work, such as mortgages, insurance, college planning, financial aid, investments, retirement planning, estate planning, or tax structuring and planning • 4-year degree from an accredited institution, or equivalent experience • Proven track record of helping clients engage in value-added services and solutions • Strong listening, motivational, and communication skills • High comfort with computers, software, and technology • Openness to a culture of continuous development and a passion for helping people in need • Preferred CFP, AFC, ChFC, or comparable certification • Bilingual preferred • Candidates must reside in an MSA eligible state: AL, AZ, CA, FL, GA, ID, IL, IN, KS, MA, MI, MN, MO, NE, NV, NC, NJ, NY, OH, OK, SC, TN, TX, UT, or VA

🏖️ Benefits

• Medical, dental, vision, and life insurance • 401(k) • Paid vacation and sick time • Free access to MSA Financial Coaching • 100% remote, work-from-home position • Continuous development opportunities