PT Financial Coach; Contractor - MEXICO

Overview

We are seeking a skilled and compassionate Part-Time Financial Coach based in Mexico 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 financial coaching sessions on topics such as budgeting, debt reduction, credit improvement, retirement planning, investment education, insurance, and home buying. This is a fully remote position available to candidates outside of the United States.

Coaches will 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 coaching sessions remotely.
• Track session completion and provide brief documentation of topics covered.

• Proven experience in financial coaching, financial 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.
• Fluent in English along with fluency in the country s native language if it differs from English (additional languages are a plus).
• Knowledge of financial systems and practices in multiple countries is helpful.

• Competitive session rates based on experience and qualifications.

• Flexible, part-time schedule.
• Opportunity to make a meaningful impact by helping individuals achieve their financial goals.
• Work from the comfort of your home with fully remote sessions.
• No sales—focus solely on providing unbiased financial education and guidance.

To apply, please submit:

• A brief cover letter highlighting your financial coaching experience.
• Your resume or CV.
• Any relevant certifications or qualifications.

We look forward to hearing from you and exploring how your expertise can help us empower employees with valuable financial knowledge!

In exchange for the consideration of my job application, I agree that:

• Neither the acceptance of this application nor the subsequent entry into any type of employment relationship shall serve to create an actual or implied contract of employment, and that the relationship can be altered or ended at any time, including changes to benefits, policies and procedures.
• I certify that I have completed this application truthfully and authorize investigation of all statements contained in this application and on my resume.
• I understand that the company may require drug testing and a standard background check as part of routine processing.
• I understand that employment/contract may begin with an introductory period and that either party may terminate the relationship at will.

My Secure Advantage, Inc. is an equal employment opportunity employer. We promote a drug-free work environment and make employment decisions without regard to race, color, religion, gender, sexual orientation, national origin, citizenship, age, or disability. Employment opportunities depend solely on qualifications.