PT Financial Coach – Contractor
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Job Description
Part-Time Financial Coach delivering unbiased virtual guidance on budgeting, debt, credit, retirement, and home buying. My Secure Advantage provides financial well-being services to employees.
Responsibilities:
- Provide personalized financial coaching to employees in one-on-one virtual sessions of 30 minutes
- Cover budgeting, debt reduction, credit management, retirement planning, investment education, insurance basics, and home buying
- Provide unbiased, non-sales-driven coaching focused on educating and empowering employees
- Maintain professionalism and confidentiality in all interactions
- Tailor coaching and resources to employees' individual needs, goals, and financial circumstances
- Use digital tools such as video conferencing platforms to conduct remote coaching sessions
- Track session completion and provide brief documentation of topics covered
Requirements:
- Must be fluent in English and Irish
- Must reside in Ireland
- Proven experience in financial coaching, financial planning, or personal finance education
- Strong knowledge of 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 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 is preferred
- Knowledge of financial systems and practices in multiple countries is helpful
Benefits:
- Flexible, part-time schedule
- Work from the comfort of your home with fully remote sessions
- Opportunity to make a meaningful impact by helping individuals achieve their financial goals
- No sales—focus solely on providing unbiased financial education and guidance
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