PT Financial Coach – Contractor

My Secure Advantage®

. Conduct 30-minute one-on-one virtual coaching sessions with members .

Posted 9/15/2026part-timeRemote • ChileMid-LevelSenior💰 $25 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial coaching and planning, with a strong ability to communicate complex financial concepts in plain language. Proficient in tailoring coaching sessions to individual member needs while maintaining confidentiality and professionalism.

Highest-signal resume keywords

Financial Coaching ExperienceBudgeting KnowledgeDebt Management ExpertiseFluency in English and SpanishCertification in Financial Coaching or Planning

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

Financial CoachingFinancial PlanningBudgetingDebt ReductionCredit ManagementRetirement PlanningInvestment EducationInsurance BasicsHome BuyingFinancial Education

Soft Skills

EmpathyProfessionalismWarmthCommunication

Tools & Technologies

CRM SystemBasic Software ApplicationsComputer Proficiency

Certifications & Qualifications

CFPCPACFALicensed Financial PlannerBank Wealth Manager

Industry Keywords

Financial Systems in ChilePersonal Finance EducationDiverse Populations Coaching

About the role

Key responsibilities & impact

Conduct 30-minute one-on-one virtual coaching sessions with members
Cover financial topics including budgeting, debt reduction, credit management, retirement planning, investment education, insurance basics, and home buying
Provide unbiased financial education; neither MSA nor the coach sells financial products 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
Choose coaching topics based on areas of strongest expertise and set availability around personal schedule

Requirements

What you’ll need

5-years of experience in financial coaching, financial planning, or personal finance education
Familiarity with financial systems in the Chile
Working knowledge across budgeting, debt management, credit, retirement, investing, insurance, and/or home buying
Ability to explain financial concepts in plain, understandable language
Fluency in English (spoken and written) and Spanish
Moderate technical proficiency, including independent use of 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
Certification in financial coaching or planning (CFP, CPA, CFA, licensed financial planner/bank wealth manager, or similar) — nice to have
Experience coaching across diverse populations and financial backgrounds — nice to have
Must submit a brief cover letter, resume or CV, and any relevant certifications
May be required to pass a standard background check and drug test

Benefits

Comp & perks

Flexible schedule with no weekends — you set your availability
Fully remote from anywhere in Chile
Paid in USD
Monthly payment cadence
Contractor schedule flexibility