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PT财务教练(承包商) - 意大利办公

PT Financial Coach (Contractor) - Italy Based

职能支持限定地区(需当地身份)
公司My Secure Advantage
薪资未公开
工作地点United States
地域资格限定地区(需当地身份)
时区要求日间重叠约 9 小时,基本正常作息
用工类型Contractor
发布时间21 天前
数据来源Himalayas
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注意地域限制:该职位明确限定在 United States 招聘。如果你是位于中国大陆的求职者,通常需要当地工作身份才能投递,或需与雇主确认是否接受独立合同(Contractor)形式合作。

My Secure Advantage

我们致力于帮助人们掌控自己的财务未来。

职位名称:兼职财务教练(远程,意大利,承包商)

地点:远程 - 基于意大利。

你好,欢迎所有申请意大利财务顾问职位的候选人。

MSA 是一家为全球员工提供公正的财务教育和财务咨询的公司。目前,我们在意大利正在寻找兼职财务顾问加入我们的团队。

衷心感谢所有提交申请的人,期待与您见面。

在您方便的时间,从意大利任何地方与美国财务健康领域的领先者合作。为大型全球公司的员工提供30分钟的虚拟辅导课程——以美元支付,无销售任务,不推销任何产品。只需提供教育,带来真正的影响力。

关于 MSA

35 多年来,MSA 一直是财务健康的全国领导者。我们的客户包括 T-Mobile、Nissan、Adobe 和超过 100 家财富 100 强企业。我们帮助我们的会员:

  • 偿清债务
  • 提高信用评分
  • 建立应急储蓄
  • 增加退休金缴纳
  • 释放每月可支配收入

关于该职位

作为兼职财务教练,您将为那些雇主已将 MSA 纳入福利计划的员工提供无偏见的一对一财务辅导。每次辅导时间为 30 分钟,完全在线进行,涵盖预算、债务减少、信用、退休、投资、保险和购房等内容。您可以选择自己最擅长的主题以及适合您生活的时段。

您将负责

  • 与会员进行 30 分钟的一对一虚拟辅导
  • 涉及多种财务主题,包括但不限于预算、债务减少、信用管理、退休规划、投资教育、保险基础知识和购房
  • 提供无偏见的教育(MSA 不销售任何金融产品,您在此职位上也不销售)
  • 根据会员的目标、情况和起点定制每节课
  • 在每次课程后简要记录所讨论的主题
  • 一直保持会员的保密性

您需要具备

  • 5 年以上财务辅导、财务规划或个人财务管理教育经验
  • 熟悉意大利的财务体系
  • 掌握预算、债务管理、信用、退休、投资、保险等方面的知识
查看英文原文

My Secure Advantage

We exist to equip and empower people to take charge of their financial future.

Job Title:Part-Time Financial Coach (Remote, Italy, Contractor)

Location:Remote - Based in Italy.

Salve, siamo MSA (My Secure Advantage).

Desideriamo dare un caloroso benvenuto a tutti i candidati alla posizione di consulente finanziario in Italia.

MSA è un'azienda che offre educazione finanziaria imparziale e consulenza finanziaria ai dipendenti di tutto il mondo. Attualmente siamo alla ricerca di consulenti finanziari part-time da inserire nel nostro team in Italia.

Ringraziamo sinceramente tutti coloro che hanno presentato la propria candidatura e non vediamo l'ora di conoscervi.

Work with a US-based financial wellness leader on your schedule, from anywhere in the Italy. Deliver 30-minute virtual coaching sessions to employees at major global companies — paid in USD, with no sales and no products to push. Just education, and real impact.

About MSA

For 35+ years, MSA has been the national leader in financial well-being. Our clients include T-Mobile, Nissan, Adobe, and more than 70 of the Fortune 100. We assist our members:

  • Pay off debt
  • Improve credit scores
  • Build emergency savings
  • Boost retirement contributions
  • Free up monthly discretionary income

About the Role

As a Part-Time Financial Coach, you'll provide unbiased, one-on-one financial coaching to employees whose employers have made MSA part of their benefits package. Sessions are 30 minutes, fully virtual, and cover budgeting, debt reduction, credit, retirement, investing, insurance, and home buying. You choose the topics you're strongest in and the hours that fit your life.

What You'll Do

  • Conduct 30-minute one-on-one virtual coaching sessions with members
  • Cover a variety of financial topics, including but not limited to budgeting, debt reduction, credit management, retirement planning, investment education, insurance basics, and home buying.
  • Provide unbiased education (MSA sells no financial products, and neither do you in this role)
  • Tailor each session to the member's goals, situation, and starting point
  • Briefly document topics covered after each session
  • Maintain member confidentiality at all times

What You Bring

  • 5-years of experience in financial coaching, financial planning, or personal finance education
  • Familiarity with financial systems in the Italy
  • Working knowledge across budgeting, debt management, credit, retirement, investing, insurance, and/or home buying (depth in several is more valuable than shallow across all)
  • The ability to explain financial concepts in plain, understandable language
  • Fluency in English (spoken and written) and Italian
  • Moderate technical proficiency — able to independently use a computer, basic software applications, and a CRM system to document sessions
  • Reliable high-speed internet and a quiet, professional space to conduct sessions
  • Warmth, empathy, and professionalism — you'll be talking to people about money, which is deeply personal

Nice to Have

  • Certification in financial coaching or planning (CFP, CPA, CFA, licensed financial planner/bank wealth manager, or similar)
  • Experience coaching across diverse populations and financial backgrounds

Rate and Terms

  • Contractor role, paid per completed session in USD
  • The average rate for a 30-minute coaching session is $30–$35 USD
  • Payment cadence: monthly
  • Flexible schedule with no weekends — you set your availability
  • Fully remote from anywhere in Italy

How to Apply

Please submit:

  • A brief cover letter highlighting your financial coaching experience
  • Your resume or CV
  • Any relevant certifications

Non vediamo l'ora di ricevere la tua candidatura. (We look forward to your application!)

///

Additional Acknowledgments and Agreements

In exchange for the consideration of my job application by My Secure Advantage, Inc. (hereinafter called “the Company”), I agree that:

  • Neither the acceptance of this application nor the subsequent entry into any type of employment relationship, either in the position applied for or any other position, and regardless of the contents of employee handbooks, personnel manuals, benefit plans, policy statements and the like as they may exist from time to time, or other Company practices, shall serve to create an actual or implied contract of employment, or to confer any right to remain an employee of My Secure Advantage Inc., or otherwise to change in any respect the employment-at-will relationship, and that the relationship cannot be altered except by a written instrument signed by the Owner/Managing Member of the Company. Both the applicant/hired employee and My Secure Advantage, Inc. may end the employment relationship at any time, without specified notice or reason. If employed, I understand that the Company may unilaterally change or revise their benefits, policies and procedures and such changes may include reduction in benefits.
  • I certify that I, the applicant, have personally completed this application. I authorize investigation of all statements contained in this application and on my resumé. I understand that the misrepresentation or omission of facts related to previous employment history, self-employment history, possible conflicts of interest, litigation, cease and desist orders, other legal actions by or against me, or any other potentially relevant information which might prove relevant to a hiring decision is cause for dismissal at any time without any previous notice. This applies both now, and in the case that I become employed by My Secure Advantage, Inc. I hereby give the Company permission to thoroughly investigate my references, work record, education, and other matters relating to my suitability for employment and, further, and hereby release the Company, my former employers and all other persons, corporations, partnerships and associations from any and all claims, demands, or liabilities arising out of or in any way related to such investigation or disclosure.
  • I understand that, in connection with the routine processing of my employment application, the Company may require me to submit to a drug test.
  • I understand that, in connection with the routine processing of my employment application, the Company may require me to pass a standard background check.
  • I further understand that my employment/contract with the Company may start with an introductory period of approximately ninety (90) days and further that at any time during the introductory period or thereafter, my employment relationship with the Company is terminable at will for any reason by either party.

My Secure Advantage, Inc. is an equal employment opportunity employer. We promote a drug free work environment. We adhere to a policy of making employment decisions without regard to race, color, religion, gender, sexual orientation, national origin, citizenship, age or disability. We assure you that your opportunity for employment with My Secure Advantage, Inc. depends solely on your qualifications.

Originally posted on Himalayas

本页面信息整理自 Himalayas,版权归原发布方所有。职位可能随时关闭,投递请以原始页面为准。 本站只做信息聚合展示,不参与招聘流程,也不向求职者收取任何费用。

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