PT Financial Coach (Contractor) - ISRAEL

My Secure Advantage • Remote, US,

1d • Remote

About The Position

My Secure Advantage (MSA) is the national leader in financial well-being services, providing transformational financial coaching to employees of major companies. We are seeking a skilled and compassionate Part-Time Financial Coach based in Israel to offer unbiased financial education and coaching as part of employer-sponsored benefits. This fully remote role involves personalized, one-on-one virtual coaching sessions on a variety of financial topics, including budgeting, debt reduction, credit improvement, retirement planning, investment education, insurance, and home buying. Coaches will deliver unbiased, non-sales-driven coaching tailored to each employee’s unique financial situation.

Requirements

• 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.

Nice To Haves

• 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

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.

Benefits

• 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 sales—focus solely on providing unbiased financial education and guidance.

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: No Education Listed