Money Coach - Retirement Specialist

My Secure Advantage•Remote, US,

2d•$65,000 - $85,000•Remote

About The Position

MSA exists to equip and empower people to take charge of their financial future. As the national leader in financial well-being services, we have spent more than 32 years providing transformational financial coaching to employees of companies like T-Mobile, Nissan, Adobe, and over seventy of the Fortune 100. The Money Coach – Retirement Specialist brings deep retirement and investment expertise to members who want to feel confident about their future. Coaches meet members in pre-scheduled one-on-one appointments, help them understand their options, and guide them toward better financial habits over time. Every member who leaves more confident strengthens the results our sponsors see and the reason they renew. On average, MSA members: Pay down $4,928 in debt Raise their credit scores by 54 points Add $6,328 to emergency savings Grow retirement savings by more than 4.4% per year Free up $890 in monthly discretionary income

Requirements

5+ years of experience in consumer finance or tax work, such as mortgages, insurance, college planning, financial aid, investments, retirement planning, estate planning, or tax structuring and planning
4-year degree from an accredited institution, or equivalent experience
Proven track record of helping clients engage in value-added services and solutions
Strong listening, motivational, and communication skills
High comfort with computers, software, and technology
Openness to a culture of continuous development and a passion for helping people in need

Nice To Haves

CFP, AFC, ChFC, or comparable certification
Bilingual

Responsibilities

Deliver one-on-one coaching with a focus on: Retirement planning and retirement plan options, Investment education, Related areas such as tax planning, estate planning, insurance, and college planning, Full-spectrum financial topics as members' needs arise
Motivate members to build healthier financial habits and follow through on their goals
Show members the value of an ongoing coaching relationship so they keep working with MSA
Explain financial concepts in plain, encouraging language
Research complex member situations to develop practical, creative strategies
Stay current on retirement, investment, and tax rules that affect members
Take detailed, accurate notes for every session
Manage a fast-paced appointment schedule while maintaining MSA's quality and privacy standards