Money Coach – Retirement Specialist

My Secure Advantage®

. Deliver one-on-one coaching focused on retirement planning, retirement plan options, and investment education .

Posted 10/13/2026full-timeRemote • United StatesMid-LevelSenior💰 $65,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in retirement planning, investment education, and tax planning while effectively motivating clients to achieve their financial goals. Proficient in building strong coaching relationships and delivering personalized financial strategies.

Highest-signal resume keywords

Retirement PlanningInvestment EducationTax PlanningFinancial CoachingCFP Certification

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

Consumer FinanceEstate PlanningInsuranceCollege PlanningFinancial AidTax StructuringInvestment StrategiesFinancial ConceptsDetailed Note-TakingClient Engagement

Soft Skills

Strong Listening SkillsMotivational SkillsCommunication Skills

Tools & Technologies

Financial SoftwareAppointment Scheduling Tools

Certifications & Qualifications

CFPAFCChFC

Industry Keywords

Retirement ReadinessFinancial HabitsValue-Added ServicesContinuous DevelopmentBilingual

About the role

Key responsibilities & impact

Deliver one-on-one coaching focused on retirement planning, retirement plan options, and investment education
Advise on related areas including tax planning, estate planning, insurance, and college planning
Address full-spectrum financial topics as members’ needs arise
Motivate members to build healthier financial habits and follow through on goals
Explain financial concepts in plain, encouraging language
Research complex member situations and develop practical, creative strategies
Stay current on retirement, investment, and tax rules
Take detailed, accurate notes for every session
Manage a fast-paced appointment schedule while maintaining quality and privacy standards
Build ongoing coaching relationships that improve members’ retirement readiness and sponsor value

Requirements

What you’ll need

5+ years of experience in consumer finance or tax work, such as mortgages, insurance, college planning, financial aid, investments, retirement planning, estate planning, or tax structuring and planning
4-year degree from an accredited institution, or equivalent experience
Proven track record of helping clients engage in value-added services and solutions
Strong listening, motivational, and communication skills
High comfort with computers, software, and technology
Openness to a culture of continuous development and a passion for helping people in need
Preferred CFP, AFC, ChFC, or comparable certification
Bilingual preferred
Candidates must reside in an MSA eligible state: AL, AZ, CA, FL, GA, ID, IL, IN, KS, MA, MI, MN, MO, NE, NV, NC, NJ, NY, OH, OK, SC, TN, TX, UT, or VA

Benefits

Comp & perks

Medical, dental, vision, and life insurance
401(k)
Paid vacation and sick time
Free access to MSA Financial Coaching
100% remote, work-from-home position
Continuous development opportunities