Money Coach - Fundamental

About us

MSA is the national leader in Financial Well‑being services. We are a small but strong company with a 35+ year track record of providing transformational financial coaching to employees at companies like T‑Mobile, Nissan, Adobe, and over seventy Fortune 100 companies. On average, we see our members: crush $4,928 in debt, boost credit scores by 54 pts, add $6,328 in emergency savings accounts, swell retirement savings by more than 4.4% per year, and rescue $890 in monthly discretionary income.

About the role

Bilingual candidates preferred. We’re searching for financial professionals who have a passion for helping people achieve their financial goals. An ideal Money Coach can share new perspectives on money management and drive home the value of a long‑term coaching relationship. Money Coaches are instrumental in inspiring behaviors and financial habits that lead to a brighter future. We provide full‑spectrum financial counseling and education, and we are specifically interested in AFCs to coach on a wide range of topics, including budget, debt, credit, homebuying, student loans, etc. We serve a wide range of corporations and organizations across both the public and private sectors. We are currently looking to expand our pool of Money Coaches. Our Money Coaches love being part of our experienced and professional team. We hold each other accountable for high standards and continuous development. We are people of integrity who thrive on teamwork. We’re quick to laugh and love having fun at work! We give grace for mistakes. We recognize core strengths and set each other up for success.

Responsibilities

• Provide full‑spectrum financial counseling and education.
• Coach members on topics such as budget, debt, credit, homebuying, student loans, etc.
• Put anxious members at ease over the phone and during video sessions.
• Build vibrant, encouraging relationships with members.
• Explain financial concepts in easy‑to‑understand terms.
• Research complex issues to develop innovative strategies.
• Maintain masterful verbal and written communication.
• Work in a fast‑paced environment, multitask, and take detailed notes.

Requirements

• 5+ years’ experience in a relevant consumer‑finance arena.
• Motivational skills to inspire behavioral change around personal financial habits.
• Proven track record persuading clients to engage in value‑added services and solutions.
• Superlative listening skills leading to empathy and understanding.
• Degree from an accredited institution or equivalent work experience.
• High level of comfort with computers, software, and technology.
• Openness to a culture of continuous development.
• Passion for helping people in need.

Benefits

• 100% remote, work‑from‑home opportunity.
• Free access to transformational MSA Financial Coaching.
• Medical, Dental, Vision, Life, & 401(k) benefits.
• Paid vacation and sick time.
• Thriving and supportive remote work culture.

Pay

Salary range: $55,000