Money Coach – Retirement Specialist

My Secure Advantage® · via Tech Sales Jobs

💰 $65,000 - $85,000/yr 🌎 Remote 📍 Remote, Alabama ⏰ Full Time ⌛ Posted 2 days ago

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

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