Financial Counselor - Retirement Specialist

My Secure Advantage (MSA) is the national leader in financial well-being services. We are a small but strong company with a 35+ year track record of providing transformational financial counseling to employees of companies like T-Mobile, Nissan, Adobe, and the Fortune 100. On average we see our members:

• Crush $4,928 in debt
• Boost credit scores by 54pts
• Add $6,328 in emergency savings accounts
• Swell retirement savings by more than 4.4% per year
• Rescue $890 in monthly discretionary income

We are seeking financial counselors who are passionate about helping people achieve their financial goals. This is not a sales position; our financial counselors host pre-scheduled appointments with members. This is a remote role with very limited travel required. We provide full-spectrum financial counseling and education, and we are specifically interested in CFPs, AFC, or ChFCs, preferably with a background in working with military service members, to counsel in the areas of retirement and investments.

This would be a perfect fit for those who have served as a Personal Financial Counselor (PFC) or an equivalent role. We serve a wide range of corporations and organizations across both the public and private sectors. We are currently looking to expand our pool of financial counselors, with a particular need for individuals who have prior military experience or a strong background in supporting military service members and their families.

Our financial counselors love being part of an experienced, professional team. We hold each other accountable for high standards and continuous development. We are people of integrity who thrive on teamwork. We’re quick to laugh and love having fun at work! We give grace for mistakes. We recognize core strengths and set each other up for success.

Are you ready to leverage your talents to empower people to transform their financial future?

• You care about building vibrant and encouraging relationships with members
• Your conviction in the benefits of financial counseling compels you to lead clients to invest in an ongoing relationship
• You have a knack for making financial concepts easy to understand
• You research complex issues to develop innovative strategies
• You have masterful verbal and written communication skills
• You enjoy fast pace, can multi-task, and take detailed notes
• You are flexible and available to work a varied schedule from Monday to Friday between 4:00 am and 7:00 pm PT, with availability to work one weekend a month

• 5+ years experience in consumer finance or tax work (mortgages, insurance, college planning, financial aid, investments, retirement planning, estate planning, tax structuring and planning, etc.)
• AFC, CFP, ChFC certifications (required)
• Previous military experience or experience supporting military service members (preferred)
• 4-year degree from an accredited institution or equivalent experience
• Proven track record persuading clients to engage in value-added services and solutions
• Motivational skills to inspire behavioral change around personal financial habits
• Superlative listening skills that lead you to empathy and understanding
• A high level of comfort with computers, software, and technology
• Openness to a culture of continuous development
• A passion for helping people in need
• U.S. Citizenship is required for this specific role
• Occasional travel may be required

• A 100% remote, work-from-home opportunity
• Free access to our transformational MSA Financial Coaching
• Medical, Dental, Vision, Life, 401(k) matching benefits
• A thriving and supportive work culture

The pay range for this role is 65,000 - 85,000 USD per year (Remote).

• Mid-Senior level

• Full-time

• Finance and Sales

My Secure Advantage, Inc. is an equal employment opportunity employer. We promote a drug free work environment. We adhere to a policy of making employment decisions without regard to race, color, religion, gender, sexual orientation, national origin, citizenship, age or disability. We assure you that your opportunity for employment with My Secure Advantage, Inc. depends solely on your qualifications.