Financial Wellness Presenter — Hybrid, Roseville (Growth Path)

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

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.