Remote Retirement Coach & Investment Planner

My Secure Advantage; United States; Remote; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, vision, life, and 401

Paid vacation and sick time

Free access to MSA Financial Coaching

Job summary

My Secure Advantage, Inc. is recruiting a Money Coach – Retirement Specialist to provide one-on-one retirement and investment coaching to members nationwide via remote sessions.

You will guide members through retirement plan options, tax planning, estate planning, and related topics, helping them adopt better financial habits over time. With 5+ years in consumer finance or tax work, you will deliver value-added services, stay current on retirement and tax rules, and maintain clear,

Qualifications

• 5+ years of experience in consumer finance or tax work
• 4-year degree from an accredited institution, or equivalent experience
• Proven track record of helping clients engage in value-added services and solutions
• Strong listening, motivational, and communication skills
• High comfort with computers, software, and technology
• Openness to a culture of continuous development and a passion for helping people in need

Responsibilities

• Retirement and Investment Coaching: one-on-one coaching on retirement planning and plan options
• Behavior Change and Ongoing Engagement: motivate members to build healthier financial habits
• Research and Problem-Solving: research complex member situations and develop practical strategies
• Documentation and Quality: take detailed notes and maintain privacy standards

Skills

Listening skills

Communication skills

Tech-savvy

Continuous learning

Education

Bachelor's degree

Tools

Computer software

Job description

My Secure Advantage, Inc. is recruiting a Money Coach – Retirement Specialist to provide one-on-one retirement and investment coaching to members nationwide via remote sessions.

You will guide members through retirement plan options, tax planning, estate planning, and related topics, helping them adopt better financial habits over time. With 5+ years in consumer finance or tax work, you will deliver value-added services, stay current on retirement and tax rules, and maintain clear,