Associate Financial Wellness Specialist

Job Description

Job Description

My Secure Advantage

Job Title: Associate Financial Wellness Specialist

Company: My Secure Advantage (MSA)

Location: Roseville, CA (On-site/Hybrid)

Workplace Type: Hybrid

Job Type: Full-time

Experience Level: Associate

Industry: Financial Services / Wellness and Fitness Services

Salary Range: $58,000 – $72,000/yr

Job Description

What if your next presentation could change someone’s financial life — and you could measure exactly how?

My Secure Advantage (MSA) has spent 25+ years helping people go from financially stressed to financially confident. We partner with employers, retirement advisors, and employee assistance programs across the country to deliver coaching and education that actually moves the needle — for members and the companies that sponsor them.

We’re about 115 people strong, spread across 27 states, headquartered right here in Roseville. We’re small enough that your work is visible and large enough that your impact scales.

The Role

We’re hiring an Associate Financial Wellness Specialist to join our Education team in Roseville, CA. You’ll deliver financial wellness presentations — virtual and in-person — that do more than inform. They activate. Your goal is to move people from curiosity to commitment: scheduling their first coaching session, completing an assessment, or taking a concrete next step.

This is a growth-track position. You’ll start as an Associate with hands-on mentorship and clear benchmarks, with a defined path to our full Financial Wellness Specialist role.

What You’ll Do

• Deliver dynamic financial wellness presentations (virtual and in-person) on topics from budgeting and credit to retirement planning and investments

• Connect with audiences through storytelling and interactive engagement that drives real next-step action

• Represent MSA at client events, building trust with sponsors through consistently excellent delivery

• Track conversion metrics and event feedback to continuously sharpen your approach

• Collaborate with the Education team to evolve content based on what you’re seeing in the field

• Stay current on financial wellness trends and share insights with the team

How We Measure Success

We’re transparent about what “good” looks like here. In addition to other team metrics, these are the metrics you’ll own:

• 15% of event attendees schedule a coaching session within 14 days

• 20% take a meaningful next step within 7 days

• Event NPS of 70+ and Speaker NPS of 75+

• 80% of event hosts rebook within 30 days

Who You Are

• A compelling presenter who can make retirement planning feel as engaging as a TED Talk

• Grounded in financial knowledge — budgeting, credit, debt, retirement, investments — enough to be credible without being boring

• Hungry to grow, coachable, and self-aware about where you’re still developing

• Someone who genuinely cares about the people in the audience, not just the metrics

What You Bring

Required:

• 1–3 years presenting, training, or facilitating groups (virtual and in-person)

• Strong foundational knowledge of personal finance, retirement, or investments

• Comfort with virtual platforms (Zoom, WebEx, GoToWebinar)

• Based in or willing to relocate to the greater Sacramento/Roseville area

Preferred:

• Bachelor’s degree in Finance, Business, Communications, or Education

• Series 65 license or relevant investment credentials (or willingness to obtain)

• 5+ years in financial services, retirement planning, or financial education

Compensation

$58,000 – $72,000 base salary depending on experience and credentials, plus a performance bonus of $3,000 – $5,000 tied to your presentation impact metrics. Candidates with a Series 65 or equivalent credentials may qualify for the upper end of the range.

Benefits include medical, dental, and vision insurance, 401(k), paid vacation and sick leave, and access to MSA’s own financial coaching benefit.

Working Details

• Hybrid — Roseville office 3+ days/week

• Some regional travel for in-person events

• Occasional early mornings or evenings for client schedules

Why MSA

This isn’t a dead-end associate role. It’s a launchpad. We’ve mapped the trajectory to Financial Wellness Specialist, and we’ll invest in getting you there. You’ll work alongside a collaborative team that celebrates wins (we use Nectar for peer recognition), and your daily work measurably improves real people’s financial lives.

If you’re looking for a role where what you do every day actually matters — where you can see the impact in the data and feel it in the room — we’d love to hear from you.

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Additional Acknowledgments and Agreements

In exchange for the consideration of my job application by My Secure Advantage, Inc. (hereinafter called “the Company”), I agree that:

• Neither the acceptance of this application nor the subsequent entry into any type of employment relationship, either in the position applied for or any other position, and regardless of the contents of employee handbooks, personnel manuals, benefit plans, policy statements and the like as they may exist from time to time, or other Company practices, shall serve to create an actual or implied contract of employment, or to confer any right to remain an employee of My Secure Advantage Inc., or otherwise to change in any respect the employment-at-will relationship, and that the relationship cannot be altered except by a written instrument signed by the Owner/Managing Member of the Company. Both the applicant/hired employee and My Secure Advantage, Inc. may end the employment relationship at any time, without specified notice or reason. If employed, I understand that the Company may unilaterally change or revise their benefits, policies and procedures and such changes may include reduction in benefits.

• I certify that I, the applicant, have personally completed this application. I authorize investigation of all statements contained in this application and on my resumé. I understand that the misrepresentation or omission of facts related to previous employment history, self-employment history, possible conflicts of interest, litigation, cease and desist orders, other legal actions by or against me, or any other potentially relevant information which might prove relevant to a hiring decision is cause for dismissal at any time without any previous notice. This applies both now, and in the case that I become employed by My Secure Advantage, Inc. I hereby give the Company permission to thoroughly investigate my references, work record, education, and other matters relating to my suitability for employment and, further, and hereby release the Company, my former employers and all other persons, corporations, partnerships and associations from any and all claims, demands, or liabilities arising out of or in any way related to such investigation or disclosure.

• I understand that, in connection with the routine processing of my employment application, the Company may require me to submit to a drug test.

• I understand that, in connection with the routine processing of my employment application, the Company may require me to pass a standard background check.

• I further understand that my employment/contract with the Company may start with an introductory period of approximately ninety (90) days and further that at any time during the introductory period or thereafter, my employment relationship with the Company is terminable at will for any reason by either party.

My Secure Advantage, Inc. is an equal employment opportunity employer. We promote a drug free work environment. We adhere to a policy of making employment decisions without regard to race, color, religion, gender, sexual orientation, national origin, citizenship, age or disability. We assure you that your opportunity for employment with My Secure Advantage, Inc. depends solely on your qualifications.