PT Financial Coach – Contractor

My Secure Advantage®

. Provide personalized financial coaching to employees in one-on-one virtual sessions of 30 minutes .

Posted 10/31/2026part-timeRemote • IrelandMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial coaching, including budgeting, debt management, retirement planning, and investment education, while maintaining professionalism and confidentiality. Proficient in using digital tools for remote coaching and capable of tailoring resources to meet individual employee needs.

Highest-signal resume keywords

Financial Coaching ExperienceBudgeting KnowledgeDebt Management ExpertiseRetirement Planning SkillsFluency In English And Irish

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial CoachingFinancial PlanningPersonal Finance EducationBudgetingDebt ReductionCredit ManagementRetirement PlanningInvestment EducationInsurance BasicsHome Buying

Soft Skills

Excellent Interpersonal SkillsStrong Communication SkillsAbility To Explain Complex ConceptsProfessionalismConfidentiality

Tools & Technologies

Video Conferencing PlatformsDigital Tools

Certifications & Qualifications

Certification In Financial CoachingCertification In Financial Planning

Industry Keywords

Financial EducationEthical PracticesDiverse PopulationsFinancial SystemsRemote Work

About the role

Key responsibilities & impact

Provide personalized financial coaching to employees in one-on-one virtual sessions of 30 minutes
Cover budgeting, debt reduction, credit management, retirement planning, investment education, insurance basics, and home buying
Provide unbiased, non-sales-driven coaching focused on educating and empowering employees
Maintain professionalism and confidentiality in all interactions
Tailor coaching and resources to employees' individual needs, goals, and financial circumstances
Use digital tools such as video conferencing platforms to conduct remote coaching sessions
Track session completion and provide brief documentation of topics covered

Requirements

What you’ll need

Must be fluent in English and Irish
Must reside in Ireland
Proven experience in financial coaching, financial planning, or personal finance education
Strong knowledge of budgeting, debt management, retirement planning, credit improvement, investments, insurance, and home buying
Ability to explain complex financial concepts in an easy-to-understand manner
Excellent interpersonal and communication skills
Familiarity with confidentiality and ethical practices in financial education
Access to reliable internet and ability to work remotely
Proficiency in English is required, along with fluency in the country's native language if it differs from English
Certification in financial coaching or planning is highly desirable but not required
Experience working with diverse populations and financial situations is preferred
Knowledge of financial systems and practices in multiple countries is helpful

Benefits

Comp & perks

Flexible, part-time schedule
Work from the comfort of your home with fully remote sessions
Opportunity to make a meaningful impact by helping individuals achieve their financial goals
No sales—focus solely on providing unbiased financial education and guidance