Part-Time Financial Coach – Contractor
MSA Careers & Consulting Ltd
part-time
Posted on:
Location Type: Remote
Location: Remote • 🇹🇼 Taiwan
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Provide personalized financial coaching to employees in one-on-one virtual sessions (30 minutes each).
- Cover a variety of financial topics, including but not limited to 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.
Requirements
- 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.
Benefits
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial coachingfinancial planningpersonal finance educationbudgetingdebt managementretirement planningcredit improvementinvestmentsinsurancehome buying
Soft skills
interpersonal skillscommunication skillsprofessionalismconfidentialityethical practicesexplanation of complex conceptstailoring resourcesempowermenteducating
Certifications
certification in financial coachingcertification in financial planning