My Secure Advantage
My Secure Advantage – mysecureadvantage.com
We exist to equip and empower people to take charge of their financial future.
About us:
MSA is the national leader in financial well-being services. We are a small but strong company with a rockstar 35+ year track record of providing transformational financial coaching to employees of companies like T-Mobile, Nissan, Adobe, and over seventy of 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
About the role:
We’re searching for financial professionals who have a passion for helping people achieve their financial goals. We provide full-spectrum financial coaching and education, and we are specifically interested in CPAs or Enrolled Agents to guide members through tax planning.
Our coaches love being part of our experienced and 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.
Think you might be ready to turn your focus to empowering people to transform their financial future?
This might be a good fit for you if:
● You can put anxious members at ease over the phone
● You care about building vibrant and encouraging relationships with members
● Your deep conviction in the benefits of financial coaching 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
What you bring to the table:
● 4-year degree from an accredited institution (or equivalent experience) as well as 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.)
● Proven track record persuading clients to engage or upgrade to 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
● Enrolled Agent, CPA, CFP, or comparable certifications (preferred)
● A high level of skill and comfort with technology
● An openness to a culture of continuous development and improvement
● A willingness to support our members two evenings a week
● A passion for helping people in need
● Alignment with MSA’s values of Integrity, Compassion, Optimism, Growth, and Impact
Here’s what we offer our team members:
● A 100% remote, work-from-home opportunity
● Salary ranges from $75,000 - $95,000, depending on experience
● Free access to our transformational MSA Financial Coaching
● Medical, Dental, Vision, Life, and 401(k)
● Thriving remote team culture
My Secure Advantage, Inc. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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Additional Acknowledgments and Agreements
In exchange for the consideration of my job application by My Secure Advantage, Inc. (hereinafter called “the Company”), I agree that:
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.
The pay range for this role is:
75,000 - 95,000 USD per year (Remote)
Member Success
Remote (United States)
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