Part-Time Financial Coach (Contractor) - Spain Based

My Secure Advantage, Inc.; Barcelona; A distancia; EUR 10.000 - 30.000; A tiempo parcial

Descripción de la vacante

A leading company in financial well-being services seeks a skilled Part-Time Financial Coach based in Spain. This remote role involves delivering personalized coaching to help employees optimize their financial health across various topics. Ideal candidates possess strong financial knowledge and communication skills, focusing exclusively on education without sales pressure.

Servicios

Make a meaningful impact

Fully remote work

Focus on unbiased education

Formación

• Proven experience in financial coaching or personal finance education.
• Strong knowledge of financial topics.
• Ability to explain complex concepts simply.

Responsabilidades

• Provide personalized financial coaching in one-on-one sessions.
• Cover various topics from budgeting to home buying.
• Utilize digital tools for remote sessions.

Conocimientos

Financial planning

Budgeting

Debt management

Credit improvement

Retirement planning

Communication

Interpersonal skills

Educación

Certification in financial coaching or planning

Descripción del empleo

Part-Time Financial Coach (Contractor) - Spain Based

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 Spain

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 Spain 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.

• 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 the 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.

Application Process :

To apply, please submit :

• A brief cover letter highlighting your financial coaching experience.
• Your resume or CV.
• Any relevant certifications or qualifications.

We look forward to hearing from you and exploring how your expertise can help us empower employees with valuable financial knowledge!

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