PT Financial Coach (Contractor) - Italy Based
About The Position
My Secure Advantage (MSA) is seeking part-time Financial Coaches to join their team in Italy. This is a remote, contractor role based in Italy, where coaches will deliver 30-minute virtual coaching sessions to employees of major global companies. The role focuses on providing unbiased financial education and coaching, covering topics such as budgeting, debt reduction, credit improvement, retirement savings, and home buying. Coaches will tailor sessions to individual member goals and document topics covered. MSA has been a leader in financial well-being for over 35 years, working with prominent clients like T-Mobile, Nissan, and Adobe.
Requirements
- 5-years of experience in financial coaching, financial planning, or personal finance education
- Familiarity with financial systems in the Italy
- Working knowledge across budgeting, debt management, credit, retirement, investing, insurance, and/or home buying (depth in several is more valuable than shallow across all)
- The ability to explain financial concepts in plain, understandable language
- Fluency in English (spoken and written) and Italian
- Moderate technical proficiency — able to independently use a computer, basic software applications, and a CRM system to document sessions
- Reliable high-speed internet and a quiet, professional space to conduct sessions
- Warmth, empathy, and professionalism — you'll be talking to people about money, which is deeply personal
Nice To Haves
- Certification in financial coaching or planning (CFP, CPA, CFA, licensed financial planner/bank wealth manager, or similar)
- Experience coaching across diverse populations and financial backgrounds
Responsibilities
- Conduct 30-minute one-on-one virtual coaching sessions with members
- 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.
- Provide unbiased education (MSA sells no financial products, and neither do you in this role)
- Tailor each session to the member's goals, situation, and starting point
- Briefly document topics covered after each session
- Maintain member confidentiality at all times
Benefits
- Paid per completed session in USD
- Flexible schedule with no weekends
- Fully remote from anywhere in Italy
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
No Education Listed
