Financial Counselor - Tax 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

This is not a sales position; our financial 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. We provide full-spectrum financial counseling and education, and we are specifically interested in CPAs or Enrolled Agents, preferably with a background in working with military service members, to guide members through tax planning. 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 financial 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
• 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.

What you bring to the table

• 4-year degree from an accredited institution (or equivalent experience) as well as 2+ years experience in consumer finance or tax work (mortgages, insurance, college planning, financial aid, investments, retirement planning, estate planning, tax structuring and planning, etc.)
• Enrolled Agent, CPA, Tax Agent, or comparable certifications (preferred)
• Previous military experience or experience supporting military service members (preferred)
• Proven track record persuading clients to engage in value-added services and solutions
• Motivational skills to inspire behavioral change around personal financial habits
• Superlative listening skills that lead you to empathy and understanding
• A high level of skill and comfort with technology
• An openness to a culture of continuous development and improvement
• A passion for helping people in need
• Alignment with MSA’s values of Integrity, Compassion, Optimism, Growth, and Impact
• Due to the nature of th