Financial Counselor - Fundamentals Specialist

My Secure Advantage

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

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 counseling 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

About the role

Bi-lingual candidates preferred.

This is not a sales position; our counselors host pre-scheduled appointments with members. This is a remote role with very limited travel required.

We’re searching for financial professionals who have a passion for helping people achieve their financial goals. An ideal counselor is able to share new perspectives around money management and drive home the value of a long term counseling relationship. Counselors are instrumental in inspiring behaviors and financial habits that lead to a brighter future.

We provide full-spectrum financial counseling and education, and we are specifically interested in CFPs, ChFC, or AFCs, preferably with a background in working with military service members, to counsel in the wide range of topics including: budget, debt, credit, etc. This would be a perfect fit for those who have served as a Personal Financial Counselor (PFC) or an equivalent role.

We serve a wide range of corporations and organizations across both the public and private sectors. We are currently looking to expand our pool of financial counselors, with a particular need for individuals who have prior military experience or a strong background in supporting military service members and their families.

Our counselors love being part of our experienced and professional team. We hold each other accountable for high standards and continuous development. We are people of integrity who thrive on teamwork. We’re quick to laugh and love having fun at work! We give grace for mistakes. We recognize core strengths and set each other up for success.

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

This might be a good fit for you if

• You can put anxious members at ease over the phone
• You care about building vibrant and encouraging relationships with members
• Your deep conviction in the benefits of financial counseling compels you to lead clients to invest in an ongoing relationship
• You have a knack for making financial concepts easy to understand
• You research complex issues to develop innovative strategies
• You have masterful verbal and written communication skills
• You enjoy fast pace, can multi-task, and take detailed notes
• We will guide you through a comprehensive and engaging training program – so if you have these qualities, but haven’t been a counselor, we’ll equip you for success.
• Flexible and available to work a varied schedule from Monday to Friday between 4:00 am and 7:00 pm PT, with availability to work one weekend a month.

To be successful with us you must have

• 5+ years experience in a relevant consumer finance arena 
• AFC, CFP, ChFC certifications (required)
• Previous military experience or experience supporting military service members (preferred)
• Motivational skills to inspire behavioral change around personal financial habits
• Proven track record persuading clients to engage in value-added services and solutions
• Superlative listening skills that lead you to empathy and understanding
• Degree from an accredited institution or equivalent work experience