Associate Financial Wellness Specialist
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:
- 13 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.
