Money Coach – Retirement Specialist

Please note this is a 100% remote position. Candidates must reside in an MSA eligible state: AL, AZ, CA, FL, GA, ID, IL, IN KS, MA, MI, MN, MO, NE, NV, NC, NJ, NY, OH, OK, SC, TN, TX, UT, & VA 

Department & Reporting

• Department: Financial Coaching

• Reports to: VP of Financial Coaching

• Position type: Full-time, remote

• Direct reports: None

Team Win Statement

Coach the financially concerned into financially confident while creating clear sponsor ROI.

Role Win

Grow members' retirement readiness by turning complex retirement and investment choices into clear, motivating plans that build lasting coaching relationships and sponsor value.

Role Summary

MSA exists to equip and empower people to take charge of their financial future. As the national leader in financial well-being services, we have spent more than 32 years providing transformational financial coaching to employees of companies like T-Mobile, Nissan, Adobe, and over seventy of the Fortune 100. The Money Coach – Retirement Specialist brings deep retirement and investment expertise to members who want to feel confident about their future. Coaches meet members in pre-scheduled one-on-one appointments, help them understand their options, and guide them toward better financial habits over time. Every member who leaves more confident strengthens the results our sponsors see and the reason they renew.

On average, MSA members:

• Pay down $4,928 in debt

• Raise their credit scores by 54 points

• Add $6,328 to emergency savings

• Grow retirement savings by more than 4.4% per year

• Free up $890 in monthly discretionary income

Key Responsibilities

Retirement and Investment Coaching

Deliver one-on-one coaching with a focus on:

• Retirement planning and retirement plan options

• Investment education

• Related areas such as tax planning, estate planning, insurance, and college planning

• Full-spectrum financial topics as members' needs arise

Behavior Change and Ongoing Engagement

• Motivate members to build healthier financial habits and follow through on their goals

• Show members the value of an ongoing coaching relationship so they keep working with MSA

• Explain financial concepts in plain, encouraging language

Research and Problem-Solving

• Research complex member situations to develop practical, creative strategies

• Stay current on retirement, investment, and tax rules that affect members

Documentation and Quality

• Take detailed, accurate notes for every session

• Manage a fast-paced appointment schedule while maintaining MSA's quality and privacy standards

Expected Outcomes

• Members are more prepared for retirement. They understand their options and take concrete steps to save and invest for the future.

• Members build lasting financial habits. Changes made in coaching stick, showing up in lower debt, stronger savings, and better credit.

• Members stay engaged. Members see the value of coaching and come back for ongoing sessions rather than a single conversation.

• Members feel heard and supported. Every member leaves feeling understood and encouraged, whatever their starting point.

Core Competencies

• Retirement and Investment Expertise: Deep knowledge of retirement planning and investments, so members get accurate guidance they can act on.

• Plain-Language Communication: A knack for making financial concepts easy to understand, in both spoken and written form.

• Motivating Behavior Change: Inspires members to change financial habits and stay committed to an ongoing coaching relationship.

• Empathetic Listening: Listens closely enough to understand what is really driving a member's concerns.

• Research and Creative Problem-Solving: Digs into complex situations and builds practical, innovative strategies.

• Organization Under Pace: Multi-tasks, keeps detailed notes, and stays focused in a fast-paced schedule.

Qualifications & Experience

Required

• 5+ years of experience in consumer finance or tax work, such as mortgages, insurance, college planning, financial aid, investments, retirement planning, estate planning, or tax structuring and planning

• 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

Preferred

• CFP, AFC, ChFC, or comparable certification

• Bilingual

Working Context

This is a 100% remote, work-from-home position. Coaches host pre-scheduled one-on-one appointments with members. Our coaches are part of an experienced, professional team of people with integrity who thrive on teamwork. We hold each other to high standards and continuous development, give grace for mistakes, recognize each other's strengths, and have fun at work.

Equal Employment Opportunity

My Secure Advantage, Inc. is an equal employment opportunity employer and promotes a drug-free work environment. Employment decisions are made without regard to race, color, religion, gender, sexual orientation, national origin, citizenship, age, or disability. Your opportunity for employment with My Secure Advantage, Inc. depends solely on your qualifications.