Money Coach - Retirement Specialist

Overview

This 100% remote role involves providing retirement-focused financial coaching to help members make clear, confident decisions about their financial future.

Applicants 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, & VA.

Responsibilities

Retirement and Investment Coaching

• Conduct one-on-one coaching sessions focused on:
  • Retirement planning and retirement plan options
  • Investment education
  • Related topics as needs arise (tax planning, estate planning, insurance, and college planning)
  • Full-spectrum financial topics based on member needs

Behavior Change and Ongoing Engagement

• Motivate members to build healthier financial habits and follow through on goals
• Reinforce the value of ongoing coaching so members continue with sessions rather than a one-time conversation
• Explain financial concepts in plain, encouraging language

Research and Problem-Solving

• Research complex member situations to develop practical, creative strategies
• Stay current on retirement, investment, and tax rules that affect members

Documentation and Quality

• Take detailed, accurate notes for every session
• Manage a fast-paced appointment schedule while maintaining quality and privacy standards

Expected Outcomes

• Members are more prepared for retirement, understand their options, and take concrete steps to save and invest
• Members build lasting financial habits (reflected in lower debt, stronger savings, and better credit)
• Members remain engaged and return for ongoing coaching sessions
• Members leave feeling heard, understood, and encouraged

Requirements

• 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 Qualifications

• CFP, AFC, ChFC, or comparable certification
• Bilingual

Compensation & Benefits

• Salary: $65,000–$85,000 per year, depending on experience
• Benefits: Medical, dental, vision, life, and 401(k); paid vacation and sick time
• Additional benefit: Free access to financial coaching

Location and Work Setup

• Work arrangement: 100% remote (work-from-home)
• Member interaction: pre-scheduled one-on-one appointments
• Reports to: VP of Financial Coaching
• Direct reports: None

Equal Employment Opportunity

Employment decisions are made without regard to race, color, religion, gender, sexual orientation, national origin, citizenship, age, or disability. A drug-free work environment is promoted.