Part-Time Financial Coach (Contractor) - Spain Based

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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