My Secure Advantage

*This is not a remote position - must be able to work on base at Miramar - San Diego, CA military installation. Relocation assistance may be provided for qualifying candidate!

We exist to equip and empower people to take charge of their financial future. 

About the role

This position will provide personal financial services at assigned military installations. Primary responsibilities include offering the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact to assure that the program is providing within scope and meets the needs of the installation.

We think you’ll love our team! We hold each other accountable for aiming high while giving grace for mistakes. We are people of compassion and integrity who thrive on teamwork. We recognize core strengths and set each other up for success, celebrating career growth and encouraging everyone to reach their full potential. 

Think you might be ready to turn your focus to empowering people to transform their financial future?

On a typical day you might:

• Provides personal financial counseling and management services directly to adults, children, and youth of service members. 
• Provides individualized financial counseling and assistance to service members and families. 
• Assists service members in establishing an extended absence financial plan. 
• Develops and makes available informational financial materials to service members and families. 
• Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military life cycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34. 
• Responds to requests for age-appropriate classes or seminars to youths and teens as part of on-base education. 
• Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer which may be offered as an adjunct to face-to-face counseling in situations where service members and families are unable to attend in person. 
• Manages duty to warn and restrict reporting situations according to Department of Defense (DoD) protocol and staffs the cases with leadership. 
• Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned. 
• Participates in regular in-services/training, quality Improvement committees or other contract activities as assigned/appropriate. 
• All other duties as assigned.

What you bring to the table:

• Must be a U.S. citizen and speak fluent English. 
• Bachelor's Degree in a relevant field from an accredited university or 4+ years of combined education and experience.
• Be able to obtain a favorably adjudicated Tier 2 Security Clearance.  
• Must have Accredited Financial Counselor (AFC) certification and 5 years of financial experience OR have one of the following certifications: Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC). 
• Must have over a thousand hours of financial counseling experience.
• This is a 40-hour work week with the required flexibility to support occasional weekend military events and activities.
• Some local travel may be required.
• This is an on-site position, remote work is unavailable

Here’s what we offer our team members:

• Growing Financial Services environment
• Pay ranging from $85,000-$95,000 per year
• Paid Vacation and Sick time
• Medical, Dental, Vision, Life, 401(k) benefits
• Free access to our transformational MSA Financial Coaching
• Thriving and supportive hybrid work culture 
• Relocation assistance may be offered as part of this opportunity!

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

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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:

• Neither the acceptance of this application nor the subsequent entry into any type of employment relationship, either in the position applied for or any other position, and regardless of the contents of employee handbooks, personnel manuals, benefit plans, policy statements and the like as they may exist from time to time, or other Company practices, shall serve to create an actual or implied contract of employment, or to confer any right to remain an employee of My Secure Advantage Inc., or otherwise to change in any respect the employment-at-will relationship, and that the relationship cannot be altered except by a written instrument signed by the Owner/Managing Member of the Company. Both the applicant/hired employee and My Secure Advantage, Inc. may end the employment relationship at any time, without specified notice or reason. If employed, I understand that the Company may unilaterally change or revise their benefits, policies and procedures and such changes may include reduction in benefits.
• I certify that I, the applicant, have personally completed this application. I authorize investigation of all statements contained in this application and on my resumé. I understand that the misrepresentation or omission of facts related to previous employment history, self-employment history, possible conflicts of interest, litigation, cease and desist orders, other legal actions by or against me, or any other potentially relevant information which might prove relevant to a hiring decision is cause for dismissal at any time without any previous notice. This applies both now, and in the case that I become employed by My Secure Advantage, Inc. I hereby give the Company permission to thoroughly investigate my references, work record, education, and other matters relating to my suitability for employment and, further, and hereby release the Company, my former employers and all other persons, corporations, partnerships and associations from any and all claims, demands, or liabilities arising out of or in any way related to such investigation or disclosure.
• I understand that, in connection with the routine processing of my employment application, the Company will require me to submit to a drug test.
• I understand that, in connection with the routine processing of my employment application, the Company will require me to pass a standard background check. 
• I further understand that my employment with the Company shall start with an introductory period of approximately ninety (90) days and further that at any time during the introductory period or thereafter, my employment relationship with the Company is terminable at will for any reason by either party.

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.