出海雷达

金钱教练 - 基础专员

Money Coach - Fundamentals Specialist

职能支持限定地区(需当地身份)
公司My Secure Advantage
薪资$55,000 - $75,000/年
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Full Time
发布时间18 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。

Money Coach - 基础知识专家

My Secure Advantage
我们致力于赋能人们掌控自己的财务未来。
关于公司
MSA 是财务福祉服务领域的全国领导者。我们是一家规模虽小但实力强大的公司,拥有超过 35 年的卓越业绩,为 T-Mobile、Nissan、Adobe 等公司以及七十多家财富 100 强企业的员工提供变革性的财务辅导。平均来看,我们的会员:

  • 偿清 4,928 美元债务
  • 提高信用评分 54 分
  • 增加 6,328 美元应急储蓄
  • 每年增加超过 4.4% 的退休储蓄
  • 每月节省 890 美元的可支配收入

职位简介

优先考虑双语候选人。

我们正在寻找对帮助人们实现财务目标充满热情的财务专业人士。理想的 Money Coach 能够分享新的财务管理视角,并强调长期辅导关系的价值。Money Coaches 在激发行为和财务习惯方面起着关键作用,这些行为和习惯将带来更光明的未来。

我们提供全方位的财务咨询和教育,特别关注 AFC(认证财务顾问)在预算、债务、信用、购房、学生贷款等广泛主题上的辅导。

我们为公共和私营部门的各类企业和组织提供服务。目前我们正寻求扩大 Money Coach 的人才库。

我们的 Money Coaches 热爱成为我们经验丰富且专业的团队的一员。我们彼此问责,追求高标准和持续发展。我们是诚信的人,擅长团队合作。我们乐于助人,喜欢工作中的乐趣!我们包容错误。我们认可核心优势,并帮助彼此取得成功。

你是否准备好将注意力转向赋能人们改变他们的财务未来?

如果你符合以下条件,这可能适合你:

  • 你能在电话和视频会议中让焦虑的会员感到安心
  • 你重视与会员建立充满活力和鼓励的关系
  • 你深信财务辅导的好处,促使你引导客户投资于持续的关系
  • 你擅长将复杂的财务概念讲解得易于理解
  • 你研究复杂问题以制定创新策略
  • 你具备出色的口头和书面沟通能力
  • 你享受快节奏的工作环境,能够多任务处理并详细做笔记
  • 我们会引导你完成全面的培训
查看英文原文

Money Coach - Fundamentals Specialist

My Secure Advantage
We exist to equip and empower people to take charge of their financial future.
About us
MSA is the national leader in Financial Well-being services. We are a small but strong company with a rockstar 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 54pts
  • Add $6,328 in emergency savings accounts
  • Swell retirement savings by more than 4.4% per year
  • 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.

Think you might be ready to turn your focus to empowering people to transform their financial future?

This might be a good fit for you if

  • You can put anxious members at ease over the phone and during video sessions.
  • You care about building vibrant and encouraging relationships with members
  • Your deep conviction in the benefits of financial coaching compels you to lead clients to invest in an ongoing relationship
  • You have a knack for making financial concepts easy to understand
  • You research complex issues to develop innovative strategies
  • You have masterful verbal and written communication skills
  • You enjoy a fast pace, can multitask, and take detailed notes
  • We will guide you through a comprehensive and engaging training program – so if you have these qualities, but haven’t been a coach, we’ll equip you for success.
  • Available to work two evenings per week.

To be successful with us, you must have

  • 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 that lead you to empathy and understanding
  • Degree from an accredited institution or equivalent work experience
  • A high level of comfort with computers, software, and technology
  • An openness to a culture of continuous development
  • A passion for helping people in need

We offer our team members

  • A 100% remote, work-from-home opportunity
  • Salary from $55,000 to $75,000 depending on experience.
  • Free access to our transformational MSA Financial Coaching
  • Medical, Dental, Vision, Life, & 401(k) benefits
  • Paid Vacation and Sick time
  • Thriving and supportive remote work culture

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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 its 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 now and if I am 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, 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 will require me to submit to a drug test.
  • I understand that, in connection with the routine processing of my employment application, the Company will require me to pass a standard background check.
  • I further understand that my employment with the Company shall 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.

The pay range for this role is:

55,000 - 75,000 USD per year (Remote)

Originally posted on Himalayas

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