PT Financial Coach (Contractor) - MEXICO

ADP, Inc.; México; Remote; MXN 344,000 - 620,000; Part time

Job summary

My Secure Advantage, Inc. is seeking a Part-Time Financial Coach (Contractor) based in Mexico. This fully remote role focuses on providing unbiased one-on-one financial coaching to employees on budgeting, debt reduction, retirement planning, and more.

Sessions are 30 minutes, conducted online, with strict confidentiality. Fluency in English and Spanish is preferred; prior coaching experience is a plus. Join a company with a 35+ year track record in financial well-being.

Qualifications

• Proven experience in financial coaching, financial planning, or personal finance education.
• Strong knowledge of 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.

Responsibilities

• Provide personalized financial coaching to employees in one-on-one virtual sessions (30 minutes each).
• Cover a variety of financial topics, including 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 to conduct coaching sessions remotely.
• Track session completion and provide brief documentation of topics covered.

Skills

Financial coaching

Budgeting

Debt management

Retirement planning

Credit improvement

Communication

Remote work

Job description

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 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.

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.