Talent.com
Financial Coach
Financial CoachMSA • Birmingham, AL, US
Financial Coach

Financial Coach

MSA • Birmingham, AL, US
29 days ago
Job type
  • Part-time
Job description

My Secure Advantage

We exist to equip and empower people to take charge of their financial future.

Part-Time Financial Coach (Contractor)

Remote - Based in Jamaica

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 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

We are seeking a skilled and compassionate Part-time Financial Coach based in Jamaica to provide unbiased financial education and coaching to employees as part of their employer-sponsored benefits package. The role involves offering personalized, one-on-one financial coaching sessions on topics such as budgeting, debt reduction, credit improvement, retirement planning, investment education, insurance, and home buying. This is a fully remote position available to candidates outside of the United States. Coaches will deliver unbiased, non-sales-driven coaching tailored to each employee's unique financial situation.

Key Responsibilities

  • Provide personalized financial coaching to employees in one-on-one virtual sessions (30 minutes each).
  • Cover a variety of financial topics, including but not limited to budgeting, debt reduction, credit management, retirement planning, investment education, insurance basics, and home buying.
  • Offer unbiased coaching that focuses solely on educating and empowering employees without any sales or promotion of financial products.
  • Maintain professionalism and confidentiality in all interactions with employees.
  • Tailor coaching and resources to employees' individual needs, goals, and financial circumstances.
  • Utilize digital tools (e.g., video conferencing platforms) to conduct coaching sessions remotely.
  • Track session completion and provide brief documentation of topics covered.

    • Qualifications

  • Proven experience in financial coaching, financial planning, or personal finance education.
  • Strong knowledge of financial topics, including budgeting, debt management, retirement planning, credit improvement, investments, insurance, and home buying.
  • Ability to explain complex financial concepts in an easy-to-understand manner.
  • Excellent interpersonal and communication skills.
  • Familiarity with confidentiality and ethical practices in financial education.
  • Access to reliable internet and the ability to work remotely.
  • Proficiency in English is required, along with fluency in the country's native language if it differs from English.

    • Preferred Qualifications

  • Certification in financial coaching or planning is highly desirable but not required.
  • Experience working with diverse populations and financial situations.
  • Fluent in English along with fluency in the country's native language if it differs from English (additional languages are a plus).
  • Knowledge of financial systems and practices in multiple countries is helpful.

    • Compensation

  • Competitive session rates based on experience and qualifications.

    • Benefits of the Role

  • Flexible, part-time schedule.
  • Opportunity to make a meaningful impact by helping individuals achieve their financial goals.
  • Work from the comfort of your home with fully remote sessions.
  • No salesfocus solely on providing unbiased financial education and guidance.

    • Application Process

    To apply, please submit :

  • A brief cover letter highlighting your financial coaching experience.
  • Your resume or CV.
  • Any relevant certifications or qualifications.

    • We look forward to hearing from you and exploring how your expertise can help us empower employees with valuable financial knowledge!

    Create a job alert for this search

    Coach • Birmingham, AL, US

    Related jobs
    Financial Advisor

    Financial Advisor

    First Command Financial Services • Birmingham, AL, United States
    Full-time
    Financial Advisor Careers at First Command : .Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reput...Show more
    Last updated: 21 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Regions Bank • Birmingham, AL, United States
    Full-time
    Thank you for your interest in a career at Regions.At Regions, we believe associates deserve more than just a job.We believe in offering performance-driven individuals a place where they can build ...Show more
    Last updated: 25 days ago • Promoted
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data Annotation • Hoover, Alabama
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 24 days ago • Promoted
    Health & Wellness Consultants | Looking for change | Remote Opportunity

    Health & Wellness Consultants | Looking for change | Remote Opportunity

    GearUp2Success • Birmingham, AL, US
    Remote
    Full-time
    Quick Apply
    Remote | Flexible Hours | Performance-Based.If you’re a wellness or healthcare professional seeking a new chapter with greater growth, flexibility, and meaning, we’re here for the pivot.We partner ...Show more
    Last updated: 30+ days ago
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • Birmingham, AL, United States
    Full-time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show more
    Last updated: 30+ days ago • Promoted
    Remote Financial Manager - AI Trainer ($150 per hour)

    Remote Financial Manager - AI Trainer ($150 per hour)

    Mercor • Birmingham, Alabama, US
    Remote
    Full-time
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...Show more
    Last updated: 1 day ago • Promoted
    US Experienced Financial Advisor

    US Experienced Financial Advisor

    Edward Jones • Vestavia Hills, AL, United States
    Full-time
    We're bullish about your future here.Your experience is valuable to us - and we know you have options.But we offer something the competition simply can't : our unique branch-team business model.One ...Show more
    Last updated: 5 days ago • Promoted
    Financial Planning and Analysis Manager

    Financial Planning and Analysis Manager

    Landscape Workshop • Birmingham, AL, United States
    Full-time
    Treasury, Accounting, and Operations to ensure alignment of financial objectives with overall business performance.This position will play a key role in developing financial dashboards, supporting ...Show more
    Last updated: 1 day ago • Promoted
    Financial Advisor

    Financial Advisor

    Northwestern Mutual • Vestavia Hills, AL, United States
    Full-time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show more
    Last updated: 30+ days ago • Promoted
    Coaching Director

    Coaching Director

    Anytime Fitness • Birmingham, AL, US
    Full-time
    The coaching director works remotely to grow our coaching portfolio.Travel to clubs as needed (about 5-10% per year).Manage entire coaching portfolio of all the AF clubs within our ownership (15 pl...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor - PNC Wealth Management

    Financial Advisor - PNC Wealth Management

    PNC Financial Services Group • Homewood, AL, United States
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 21 days ago • Promoted
    Private Basketball Coach

    Private Basketball Coach

    Balr • Mountain Brook, Alabama, United States
    Full-time
    Quick Apply
    Join Balr Basketball : Where Passion for Basketball Meets Expert Training.Balr is rapidly making its mark as a leader in private basketball training across the United States.We're expanding our team...Show more
    Last updated: 30+ days ago
    Financial Advisor

    Financial Advisor

    Pinnacle Bank • Birmingham, AL, United States
    Full-time
    At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle di...Show more
    Last updated: 25 days ago • Promoted
    Experienced Financial Advisor

    Experienced Financial Advisor

    The Piedmont Group • Birmingham, AL, United States
    Full-time
    Build a firm within a firm-offering holistic protection and wealth management solutions.Choose contract options that align with your practice and deliver an exceptional client experience backed by ...Show more
    Last updated: 1 day ago • Promoted
    Financial Advisor - PNC Wealth Management

    Financial Advisor - PNC Wealth Management

    PNC • Birmingham, AL, United States
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 5 days ago • Promoted
    Financial Analyst - Corporate & Financial Planning

    Financial Analyst - Corporate & Financial Planning

    Southern Company • Birmingham, AL, United States
    Full-time
    This posting is to fill a Financial Analyst position within the APC Finance and Corporate Planning Team.The position will be responsible for supporting various Business Units ensuring their financi...Show more
    Last updated: 3 days ago • Promoted
    Financial Advisor

    Financial Advisor

    StoneX Group • Vestavia Hills, AL, United States
    Full-time
    Connecting clients to markets - and talent to opportunity.With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread...Show more
    Last updated: 5 days ago • Promoted
    Group Class Coach

    Group Class Coach

    Elliott • Leeds, Alabama, USA
    Part-time
    If youre passionate about motivating others bringing high energy to every session and helping members crush their goals we want you on our team. Lead safe effective high-energy group fitness classes...Show more
    Last updated: 1 day ago • Promoted