Money Coach

My Secure Advantage®

. Provide full-spectrum financial counseling and education .

Posted 9/24/2026full-timeRemote • United StatesMid-LevelSenior💰 $55,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial counseling and education, with a strong ability to motivate clients towards positive financial behaviors and habits. Proficient in building relationships and providing personalized coaching on budgeting, debt management, and credit.

Highest-signal resume keywords

Financial CounselingBilingual CommunicationMotivational SkillsClient EngagementConsumer Finance Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

BudgetingDebt ManagementCredit EducationHomebuying GuidanceStudent Loan Counseling

Soft Skills

EmpathyListening SkillsRelationship BuildingMultitaskingCommunication

Tools & Technologies

Computer ProficiencySoftware UtilizationVideo Conferencing Tools

Industry Keywords

Consumer FinanceFinancial CoachingBehavioral ChangeFinancial EducationContinuous Development

About the role

Key responsibilities & impact

Provide full-spectrum financial counseling and education
Coach members on budgeting, debt, credit, homebuying, student loans, and related financial topics
Put anxious members at ease over the phone and during video sessions
Build vibrant and encouraging relationships with members
Lead clients to invest in an ongoing financial coaching relationship
Make financial concepts easy to understand
Research complex issues to develop innovative strategies
Take detailed notes while multitasking in a fast-paced environment
Inspire behaviors and financial habits that support members' long-term financial well-being
Participate in comprehensive training and continuous professional development

Requirements

What you’ll need

Bilingual candidates preferred
Available to work two evenings per week
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
Must pass a standard background check
Must submit to and pass a drug test

Benefits

Comp & perks

A 100% remote, work-from-home opportunity
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
Comprehensive and engaging training program
Introductory period of approximately ninety (90) days