Financial Counselor - Tax Specialist

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

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 CPAs or Enrolled Agents, preferably with a background in working with military service members, to guide members through tax planning. 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.

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

What you bring to the table

Here's what we offer our team members

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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 :

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 :

80,000 - 95,000 USD per year (Remote)