PT Financial Coach; Contractor

Part‑Time Financial Coach (Contractor)

Job Title: Part‑Time Financial Coach (Contractor)

Location: Remote – Based in Germany

We are seeking a skilled and compassionate coach to provide unbiased financial education and coaching to employees as part of their employer‑sponsored benefits package. The role involves offering personalized, one‑on‑one virtual sessions on budgeting, debt reduction, credit improvement, retirement planning, investment education, insurance, and home buying. Coaches deliver unbiased, non‑sales‑driven coaching tailored to each employee’s unique financial situation.

• Provide personalized financial coaching to employees in one‑on‑one virtual sessions (30 minutes each).
• Cover a variety of financial topics, including budgeting, debt reduction, credit management, retirement planning, investment education, insurance basics, and home buying.
• Offer unbiased coaching that focuses solely on educating and empowering employees without any sales or promotion of financial products.
• Maintain professionalism and confidentiality in all interactions with employees.
• Tailor coaching and resources to employees' individual needs, goals, and financial circumstances.
• Utilize digital tools (e.g., video‑conferencing platforms) to conduct sessions remotely.
• Track session completion and provide brief documentation of topics covered.

• Proven experience in financial coaching, planning, or personal finance education.
• Strong knowledge of financial topics, including budgeting, debt management, retirement planning, credit improvement, investments, insurance, and home buying.
• Ability to explain complex financial concepts in an easy‑to‑understand manner.
• Excellent interpersonal and communication skills.
• Familiarity with confidentiality and ethical practices in financial education.
• Access to reliable internet and the ability to work remotely.
• Proficiency in English is required, along with fluency in the country’s native language if it differs from English.

• Certification in financial coaching or planning is highly desirable but not required.
• Experience working with diverse populations and financial situations.
• Fluency in English and additional languages is a plus.
• Knowledge of financial systems and practices in multiple countries is helpful.

• Competitive session rates based on experience and qualifications.

• Opportunity to make a meaningful impact by helping individuals achieve their financial goals.
• Work from home with fully remote sessions.
• No sales focus – concentrate solely on providing unbiased financial education and guidance.

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.