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Money Coach - Fundamental

Role overview

Qualifications

  • 5+ years' experience in a relevant consumer finance arena
  • Degree from an accredited institution or equivalent work experience
  • Motivational skills to inspire behavioral change around personal financial habits
  • Superlative listening skills that lead you to empathy and understanding

Responsibilities

  • Provide full-spectrum financial counseling and education
  • Help clients achieve their financial goals
  • Share new perspectives on money management
  • Inspire behaviors and financial habits for brighter futures

Key facts

Hard skills

Other skills

  • Budgeting
  • Motivational Skills
  • Listening Skills
  • Verbal Communication Skills
  • Empathy
  • Multitasking
  • Analytical Skills
  • Teamwork
  • Personal Integrity
  • Problem Solving

About the company

My Secure Advantage logo

My Secure Advantage

Financial Services

My Secure Advantage (MSA) is a national leader in financial well-being programs. MSA provides unbiased, personal finance coaching to thousands of employees each month through over 15,000 employer groups, companies and partners. MSA’s expertise meets its members’ unique needs and challenges by delivering multi-dimensional, scalable solutions. With over 1.3 coaching sessions completed, MSA equips and empowers its members to make sustainable behavior changes so they may achieve long-term financial well-being to improve their quality of life. _ _ _ Impressum This website is operated by My Secure Advantage, Inc. If you have any questions or would like to share your MSA experience with us, contact us via our contact form. Address: My Secure Advantage, Inc. 3001 Lava Ridge Court, Suite 250 Roseville, CA 95661 USA Phone: + 1 888 7242326 Email: info@mysecureadvantage.com Hours of Operation: Monday - Friday 8am - 5pm PST Registration number with the California Secretary of State: 1575877 US Federal Employer Identification Number: 68-0115281 Represented by: Gretchen Yip

Company details

Company typeSME
IndustryFinancial Services
Company size51 - 200

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Job description

Money Coach - Fundamental

My Secure Advantage
We exist to equip and empower people to take charge of their financial future. 
About us
MSA is the national leader in Financial Well-being services. We are a small but strong company with a rockstar 35+ year track record of providing transformational financial coaching to employees at companies like T-Mobile, Nissan, Adobe, and over seventy Fortune 100 companies. On average, we see our members: 

  • Crush $4,928 in debt

  • Boost credit scores by 54pts

  • Add $6,328 in emergency savings accounts

  • Swell retirement savings by more than 4.4% per year

  • Rescue $890 in monthly discretionary income

About the role

Bilingual candidates preferred.

We’re searching for financial professionals who have a passion for helping people achieve their financial goals. An ideal Money Coach can share new perspectives on money management and drive home the value of a long-term coaching relationship. Money Coaches are instrumental in inspiring behaviors and financial habits that lead to a brighter future. 

We provide full-spectrum financial counseling and education, and we are specifically interested in AFCs to coach on a wide range of topics, including budget, debt, credit, homebuying, student loans, etc. 

We serve a wide range of corporations and organizations across both the public and private sectors. We are currently looking to expand our pool of Money Coaches.

Our Money Coaches love being part of our experienced and professional team. We hold each other accountable for high standards and continuous development. We are people of integrity who thrive on teamwork. We’re quick to laugh and love having fun at work! We give grace for mistakes. We recognize core strengths and set each other up for success.

Think you might be ready to turn your focus to empowering people to transform their financial future?

This might be a good fit for you if

  • You can put anxious members at ease over the phone and during video sessions.

  • You care about building vibrant and encouraging relationships with members

  • Your deep conviction in the benefits of financial coaching compels you to lead clients to invest in an ongoing relationship

  • You have a knack for making financial concepts easy to understand

  • You research complex issues to develop innovative strategies

  • You have masterful verbal and written communication skills

  • You enjoy a fast pace, can multitask, and take detailed notes

  • We will guide you through a comprehensive and engaging training program – so if you have these qualities, but haven’t been a coach, we’ll equip you for success.

  • Available to work two evenings per week.

To be successful with us, you must have

  • 5+ years' experience in a relevant consumer finance arena 

  • Motivational skills to inspire behavioral change around personal financial habits

  • Proven track record persuading clients to engage in value-added services and solutions

  • Superlative listening skills that lead you to empathy and understanding

  • Degree from an accredited institution or equivalent work experience

  • A high level of comfort with computers, software, and technology

  • An openness to a culture of continuous development

  • A passion for helping people in need

We offer our team members

  • A 100% remote, work-from-home opportunity

  • Salary from $55,000 to $75,000 depending on experience.

  • Free access to our transformational MSA Financial Coaching

  • Medical, Dental, Vision, Life, & 401(k) benefits

  • Paid Vacation and Sick time

  • Thriving and supportive remote work culture

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Additional Acknowledgments and Agreements

In exchange for the consideration of my job application by My Secure Advantage, Inc. (hereinafter called “the Company”), I agree that:

  • Neither the acceptance of this application nor the subsequent entry into any type of employment relationship, either in the position applied for or any other position, and regardless of the contents of employee handbooks, personnel manuals, benefit plans, policy statements and the like as they may exist from time to time, or other Company practices, shall serve to create an actual or implied contract of employment, or to confer any right to remain an employee of My Secure Advantage Inc., or otherwise to change in any respect the employment-at-will relationship, and that the relationship cannot be altered except by a written instrument signed by the Owner/Managing Member of the Company. Both the applicant/hired employee and My Secure Advantage, Inc. may end the employment relationship at any time, without specified notice or reason. If employed, I understand that the Company may unilaterally change or revise its benefits, policies, and procedures and such changes may include reduction in benefits.

  • I certify that I, the applicant, have personally completed this application. I authorize investigation of all statements contained in this application and on my resumé. I understand that the misrepresentation or omission of facts related to previous employment history, self-employment history, possible conflicts of interest, litigation, cease and desist orders, other legal actions by or against me, or any other potentially relevant information which might prove relevant to a hiring decision is cause for dismissal at any time without any previous notice. This applies now and if I am employed by My Secure Advantage, Inc. I hereby give the Company permission to thoroughly investigate my references, work record, education, and other matters relating to my suitability for employment and, further, hereby release the Company, my former employers and all other persons, corporations, partnerships and associations from any and all claims, demands, or liabilities arising out of or in any way related to such investigation or disclosure.

  • I understand that, in connection with the routine processing of my employment application, the Company will require me to submit to a drug test.

  • I understand that, in connection with the routine processing of my employment application, the Company will require me to pass a standard background check. 

  • I further understand that my employment with the Company shall start with an introductory period of approximately ninety (90) days and further that at any time during the introductory period or thereafter, my employment relationship with the Company is terminable at will for any reason by either party.

My Secure Advantage, Inc. is an equal employment opportunity employer.  We promote a drug-free work environment. We adhere to a policy of making employment decisions without regard to race, color, religion, gender, sexual orientation, national origin, citizenship, age, or disability. We assure you that your opportunity for employment with My Secure Advantage, Inc. depends solely on your qualifications.

The pay range for this role is:

55,000 - 75,000 USD per year (Remote)



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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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