PT Financial Coach (Contractor) - MEXICO
Contractor Professional Mexico, MX
30+ days ago Requisition ID: 1036
My Secure Advantage
We exist to equip and empower people to take charge of their financial future.
Job Title: Part-Time Financial Coach (Contractor)
Location: Remote - Based in Mexico
About us
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:
- 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
Overview:
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 emp
📌 PT Financial Coach (México)
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