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Jobs · Finance · California

Associate Financial Wellness Specialist

My Secure Advantage® · Roseville, CA · 4 mo ago
On-siteFinance$58k–$72k/yrFull-time

About 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 do more than inform. They activate. Your goal is to move people from curiosity to commitment: scheduling their first coaching session, completing an assessment, or taking a concrete next step.

Responsibilities

  • Deliver dynamic financial wellness presentations (virtual and in-person) 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 what you’re seeing in the field
  • Stay current on financial wellness trends and share insights with the team

Requirements

  • 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)

Qualifications

  • Bachelor’s degree in Finance, Business, Communications, or Education
  • Series 65 license or relevant investment credentials (or willingness to obtain)

Skills

  • 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
  • Genuinely cares about the people in the audience, not just the metrics

Benefits

  • Medical, dental, and vision insurance
  • 401(k)
  • Paid vacation and sick leave
  • Access to MSA’s own financial coaching benefit

Pay

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

Schedule

Roseville office 3+ days/week. Some regional travel for in-person events. Occasional early mornings or evenings for client schedules.

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