Talent.com
Part-Time Financial Coach (Contractor) - Mexico Based

Part-Time Financial Coach (Contractor) - Mexico Based

MSASan Francisco, CA, US
1 day 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 Mexico

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 Mexico 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!

    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.

    Create a job alert for this search

    Financial Coach • San Francisco, CA, US

    Related jobs
    • Promoted
    Summer Associate - MBA

    Summer Associate - MBA

    Cornerstone ResearchMenlo Park, CA, United States
    Full-time
    US-NY-New York | US-MA-Boston | US-IL-Chicago | UK-London | US-CA-Los Angeles | US-CA-San Francisco | US-CA-Menlo Park | US-DC-Washington. Cornerstone Research provides economic and financial consul...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Consultant - Berkeley, CA

    Financial Consultant - Berkeley, CA

    Fidelity InvestmentsMoss Beach, CA, US
    Full-time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show moreLast updated: 7 days ago
    • Promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data AnnotationHayward, California
    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 moreLast updated: 17 days ago
    • Promoted
    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Data AnnotationMartinez, California
    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 moreLast updated: 17 days ago
    • Promoted
    Travel Speech Language Pathologist (SLP) - $1,979 to $2,179 per week in San Pablo, CA

    Travel Speech Language Pathologist (SLP) - $1,979 to $2,179 per week in San Pablo, CA

    AlliedTravelCareersSan Pablo, CA, US
    Full-time +1
    AlliedTravelCareers is working with Jackson Therapy Partners to find a qualified Speech Language Pathologist (SLP) in San Pablo, California, 94806!. Join Jackson Therapy Partners as a travel SLP and...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

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

    Data AnnotationNovato, California
    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 moreLast updated: 17 days ago
    • Promoted
    Travel Speech Language Pathologist

    Travel Speech Language Pathologist

    Medical Solutions AlliedRedwood City, CA, US
    Full-time
    Medical Solutions Allied is seeking a travel Speech Language Pathologist for a travel job in Redwood City, California.Job Description & Requirements. We’re seeking talented healthcare prof...Show moreLast updated: 10 days ago
    • Promoted
    • New!
    Travel Speech Language Pathologist (SLP) - $3,341 to $3,497 per week in Half Moon Bay, CA

    Travel Speech Language Pathologist (SLP) - $3,341 to $3,497 per week in Half Moon Bay, CA

    AlliedTravelCareersHalf Moon Bay, CA, US
    Full-time +1
    AlliedTravelCareers is working with Aya Healthcare to find a qualified Speech Language Pathologist (SLP) in Half Moon Bay, California, 94019!. Aya Education has an immediate opening for the followin...Show moreLast updated: 22 hours ago
    • Promoted
    Job Coach

    Job Coach

    Hope ServicesSan Jose, CA, US
    Temporary
    Are you a person who enjoys helping others? Are you currently seeking fulfillment in your professional life?.Hope Services is Silicon Valleys leading provider of services to people with development...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Consultant - Marin, CA

    Financial Consultant - Marin, CA

    Fidelity InvestmentsNovato, CA, US
    Full-time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Speech Language Pathologist

    Travel Speech Language Pathologist

    Host HealthcareRedwood City, CA, US
    Full-time
    Host Healthcare is seeking a travel Speech Language Pathologist for a travel job in Redwood City, California.Job Description & Requirements. Pay package is based on 8 hour shifts and 40 hours pe...Show moreLast updated: 2 days ago
    • Promoted
    Travel Behavioral Health Tech - $802 per week in Chowchilla, CA

    Travel Behavioral Health Tech - $802 per week in Chowchilla, CA

    AlliedTravelCareersSan Jose, California, US
    Full-time
    AlliedTravelCareers is working with Catalytic Solutions to find a qualified Behavioral Health Tech in Chowchilla, California, 93610!. Psychologist assigned to CDCR must have the minimum experience a...Show moreLast updated: 5 days ago
    • Promoted
    Travel Speech Language Pathologist

    Travel Speech Language Pathologist

    CompHealth Inc.Emeryville, CA, US
    Part-time +1
    Speech Language Pathologist for a travel job in Emeryville, California.Job Description & Requirements.Though your CompHealth recruiter will be your single point of contact, they are backed by d...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Coach

    Financial Coach

    MSASan Jose, CA, US
    Part-time
    Part-Time Financial Coach (Contractor).My Secure Advantage exists to equip and empower people to take charge of their financial future. We are the national leader in financial well-being services.We...Show moreLast updated: 1 day ago
    • Promoted
    Travel Behavioral Health Tech - $478 per week in Soledad, CA

    Travel Behavioral Health Tech - $478 per week in Soledad, CA

    AlliedTravelCareersSan Jose, California, US
    Full-time
    AlliedTravelCareers is working with Catalytic Solutions to find a qualified Behavioral Health Tech in Soledad, California, 93960!. Psychologist assigned to CDCR must have the minimum experience as f...Show moreLast updated: 5 days ago
    • Promoted
    Health Coach - Future Role

    Health Coach - Future Role

    Omada HealthSouth San Francisco, CA, United States
    Full-time
    Omada Health is on a mission to inspire and engage people in lifelong health, one step at a time.As we continue to grow, we are on the search for excellent Health Coaches who are aligned with our m...Show moreLast updated: 16 days ago
    • Promoted
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data AnnotationWalnut Creek, California
    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 moreLast updated: 17 days ago
    • Promoted
    Remote Corporate Development Analyst – AI Trainer ($50-$60 / hour)

    Remote Corporate Development Analyst – AI Trainer ($50-$60 / hour)

    Data AnnotationRedwood City, California
    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 moreLast updated: 17 days ago