Financial Counselor - Retirement Specialist
M.S.A. IncSan Francisco, CA, United States30+ days ago
Job type
- Full-time
Job descriptionYou care about building vibrant and encouraging relationships with members Your deep conviction in the benefits of financial counseling 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 fast pace, can multi-task, and take detailed notes Flexible and available to work a varied schedule from Monday to Friday between 4 : 00 am and 7 : 00 pm PT, with availability to work one weekend a month. 5+ years experience in consumer finance or tax work (mortgages, insurance, college planning, financial aid, investments, retirement planning, estate planning, tax structuring and planning, etc.) AFC, CFP, ChFC certifications (required) Previous military experience or experience supporting military service members (preferred) 4-year degree from an accredited institution or equivalent experience Proven track record persuading clients to engage in value-added services and solutions Motivational skills to inspire behavioral change around personal financial habits Superlative listening skills that lead you to empathy and understanding 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 Due to the nature of the contract we are hiring for, U.S. Citizenship is required for this specific role. Ability to travel on occasion may be required. A 100% remote, work-from-home opportunity Free access to our transformational MSA Financial Coaching Medical, Dental, Vision, Life, 401(k) matching benefits Thriving and supportive work culture 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 their 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 both now, and in the case that I become 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, and 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
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 counseling to employees of companies like T-Mobile, Nissan, Adobe, and over seventy of the Fortune 100. 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
Bi-lingual candidates preferred.
This is not a sales position; our financial counselors host pre-scheduled appointments with members. This is a remote role with very limited travel required.
We're searching for financial professionals who have a passion for helping people achieve their financial goals. We provide full-spectrum financial counseling and education, and we are specifically interested in CFPs, AFC, or ChFCs, preferably with a background in working with military service members, to counsel in the areas of retirement and investments. This would be a perfect fit for those who have served as a Personal Financial Counselor (PFC) or an equivalent role.
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 financial counselors, with a particular need for individuals who have prior military experience or a strong background in supporting military service members and their families.
Our financial counselors 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.
Are you ready to leverage your talents to empower people to transform their financial future?
This might be a good fit for you if
To be successful with us you must have
We offer our team members
/ / /
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 :
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 :
65,000 - 85,000 USD per year (Remote)
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Financial Counselor • San Francisco, CA, United States
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