Join My Secure Advantage as a Financial Coach specializing in tax planning. This remote position involves coaching members on tax strategies and financial wellness, operating at approximately eight hours weekly.
The company seeks a passionate individual with experience in tax preparation and a proven track record of inspiring clients. You will offer unbiased financial guidance without sales targets, focusing purely on client success. MSA champions a culture of integrity and personal development.
Key Responsibilities:
• Facilitate remote coaching sessions focused on tax planning
• Develop relationships and provide empathetic support
• Educate clients on financial concepts and strategies
• Research and address complex financial issues
• Empower members to achieve their financial objectives
Requirements:
• Degree in finance or related field and 5+ years in tax roles
• CPA, CFP, or equivalent certification preferred
• Mastery of communication and listening skills
• Flexibility to conduct sessions two evenings weekly
• Technical proficiency in financial software and tools
Help clients overcome financial hurdles and thrive in their financial futures as part of My Secure Advantage.
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