Associate Financial Wellness Specialist

My Secure Advantage, Inc.; Roseville (CA); Híbrido; USD 58.000 - 72.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, and vision insurance

401(k)

Paid vacation and sick leave

Access to financial coaching benefit

Descripción de la vacante

A financial wellness organization in California is looking for an Associate Financial Wellness Specialist to present engaging financial wellness programs both virtually and in-person. This hybrid role requires 1-3 years of presentation experience and a solid understanding of personal finance topics. Ideal candidates will have a bachelor’s degree and may also hold a Series 65 license. The position offers a base salary between $58,000 and $72,000, plus a performance bonus based on presentation impact.

Formación

• 1–3 years presenting, training, or facilitating groups (virtual and in–person).
• Strong foundational knowledge of personal finance, retirement, or investments.
• Comfort with virtual platforms.

Responsabilidades

• Deliver dynamic financial wellness presentations on budgeting and credit.
• Connect with audiences through storytelling and engagement.
• Represent MSA at client events, building trust with sponsors.
• Track conversion metrics and event feedback.
• Collaborate with the Education team to evolve content.
• Stay current on financial wellness trends.

Conocimientos

Compelling presenter

Grounded in financial knowledge

Coachable and self-aware

Genuine care for audience

Educación

Bachelor’s degree in Finance, Business, Communications, or Education

Series 65 license or relevant investment credentials

Herramientas

Zoom

WebEx

GoToWebinar

Descripción del empleo

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Associate Financial Wellness Specialist

Location: Roseville, CA (Hybrid – office 3+ days per week)

Salary: $58,000 – $72,000 per year + performance bonus $3,000 – $5,000.

Benefits include medical, dental, and vision insurance, 401(k), paid vacation and sick leave, and access to MSA’s own financial coaching benefit.

Job Description

My Secure Advantage (MSA) has spent 25+ years helping people go from financially stressed to financially confident. We partner with employers, retirement advisors, and employee assistance programs across the country to deliver coaching and education that actually moves the needle.

The Role

We’re hiring an Associate Financial Wellness Specialist to join our Education team in Roseville, CA. You’ll deliver financial wellness presentations—virtual and in-person—that activate participants. This growth‑track position starts as an Associate with mentorship and a clear path to a full Financial Wellness Specialist role.

What You’ll Do

• Deliver dynamic financial wellness presentations on topics from budgeting and credit to retirement planning and investments.
• Connect with audiences through storytelling and interactive engagement that drives real next‑step action.
• Represent MSA at client events, building trust with sponsors through consistently excellent delivery.
• Track conversion metrics and event feedback to continuously sharpen your approach.
• Collaborate with the Education team to evolve content based on field insights.
• Stay current on financial wellness trends and share insights with the team.

How We Measure Success

• 15% of event attendees schedule a coaching session within 14 days.
• 20% take a meaningful next step within 7 days.
• Event NPS of 70+ and Speaker NPS of 75+.
• 80% of event hosts rebook within 30 days.

Who You Are

• Compelling presenter who can make retirement planning feel as engaging as a TED Talk.
• Grounded in financial knowledge—budgeting, credit, debt, retirement, investments—enough to be credible without being boring.
• Hungry to grow, coachable, and self‑aware about where you’re still developing.
• Someone who genuinely cares about the people in the audience, not just the metrics.

What You Bring

• 1–3 years presenting, training, or facilitating groups (virtual and in‑person).
• Strong foundational knowledge of personal finance, retirement, or investments.
• Comfort with virtual platforms (Zoom, WebEx, GoToWebinar).
• Based in or willing to relocate to the greater Sacramento/Roseville area.
• Bachelor’s degree in Finance, Business, Communications, or Education (preferred).
• Series 65 license or relevant investment credentials (or willingness to obtain) (preferred).
• 5+ years in financial services, retirement planning, or financial education (preferred).

Compensation

Base salary $58,000 – $72,000 depending on experience and credentials, plus a performance bonus of $3,000 – $5,000 tied to presentation impact metrics. Candidates with a Series 65 or equivalent credentials may qualify for the upper end of the range.

Hybrid Work & Travel

Some regional travel for in‑person events; occasional early mornings or evenings for client schedules.

Why MSA

This isn’t a dead‑end associate role. It’s a launchpad. We’ll invest in getting you there. You’ll work with a collaborative team that celebrates wins.

If you’re looking for a role where what you do every day actually matters — where you can see the impact in the data and feel it in the room — we’d love to hear from you.

Equal Opportunity

My Secure Advantage, Inc. is an equal employment opportunity employer. We promote a drug‑free work environment and make employment decisions without regard to race, color, religion, gender, sexual orientation, national origin, citizenship, age, or disability.