Remote Part-Time Financial Coach — Italy (1:1 Sessions)

My Secure Advantage; Italia; Remote; EUR 44,000 - 61,000; Part time

Job summary

My Secure Advantage is seeking a Part-Time Financial Coach to deliver 30-minute virtual coaching sessions to employees of major global companies. This fully remote role, based in Italy, pays in USD and requires English and Italian fluency. You’ll cover budgeting, debt, retirement, investing, insurance, and home buying, tailoring each session to the member’s goals.

A CRM is used to document sessions. The contractor role offers flexible hours with no sales, and sessions are conducted 100% online

Qualifications

• 5 years of experience in financial coaching, planning, or personal finance education.
• Familiarity with financial systems in Italy.
• Working knowledge across budgeting, debt management, credit, retirement, investing, insurance, and/or home buying.
• Ability to explain financial concepts in plain language.
• Fluency in English and Italian.
• Moderate technical proficiency with a computer, software applications, and a CRM system.
• Reliable high-speed internet and a quiet, professional space to conduct sessions.

Responsibilities

• Conduct 30-minute one-on-one virtual coaching sessions with members.
• Cover budgeting, debt reduction, credit management, retirement planning, investing, insurance, and home buying.
• Provide unbiased education (no sales of financial products).
• Tailor each session to the member's goals and starting point.
• Briefly document topics covered after each session.
• Maintain member confidentiality at all times.

Skills

Financial coaching

Budgeting

Debt management

Credit management

Retirement planning

Investing

Insurance basics

Home buying

Bilingual English-Italian

CRM usage

Education

Certification in financial coaching or planning

Tools

CRM system

Job description

My Secure Advantage is seeking a Part-Time Financial Coach to deliver 30-minute virtual coaching sessions to employees of major global companies. This fully remote role, based in Italy, pays in USD and requires English and Italian fluency. You’ll cover budgeting, debt, retirement, investing, insurance, and home buying, tailoring each session to the member’s goals.

A CRM is used to document sessions. The contractor role offers flexible hours with no sales, and sessions are conducted 100% online