Pt Financial Coach (Contractor) - Mexico (Estado de México)

Pt Financial Coach (Contractor) - Mexico (Estado de México)

07 abr
|
My Secure Advantage
|
Estado de México

07 abr

My Secure Advantage

Estado de México

PT Financial Coach (Contractor) - MEXICOJob Title: Part-Time Financial Coach (Contractor)Location: Remote - Based in MexicoOverview: 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 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: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.Equal Employment Opportunity: 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.#J-18808-Ljbffr

📌 Pt Financial Coach (Contractor) - Mexico (Estado de México)
🏢 My Secure Advantage
📍 Estado de México

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