Yesterday
Unspecified
Mid Level Career (5+ yrs experience)
$90,000 - $100,000
Finance
Winston Salem, NC (On-Site/Office)•Fort Bragg, NC (On-Site/Office)•Wright Patterson AFB, OH (On-Site/Office)•Lynchburg, VA (On-Site/Office)•Fort Gregg-Adams, VA (On-Site/Office)
Job Summary:
We are seeking a compassionate and knowledgeable Personal Financial Counselor to provide financial education, guidance, and support to individuals and families. This role involves one-on-one counseling, group workshops, and the development of financial literacy resources to help clients make informed decisions and achieve financial well-being.
Key Responsibilities:
-Provide personalized financial counseling and coaching to individuals and families.
-Assist clients in creating and maintaining budgets, managing debt, and planning for major life events.
-Develop and distribute educational materials on topics such as saving, investing, credit management, and retirement planning.
-Organize and lead financial wellness workshops and seminars tailored to different life stages and financial goals.
-Offer virtual counseling sessions using secure online platforms, including video conferencing and chat.
-Identify and respond to situations requiring immediate attention or referral to appropriate support services.
-Collaborate with team members and leadership to share insights and improve service delivery.
-Participate in ongoing training and professional development activities.
-Perform other related duties as assigned.
Qualifications:
-Experience in financial counseling, coaching, or education.
-Strong interpersonal and communication skills.
-Ability to present complex financial concepts in a clear and relatable way.
-Comfortable using digital tools for virtual counseling and communication.
-Self-motivated and able to work independently or as part of a team.
We are seeking a compassionate and knowledgeable Personal Financial Counselor to provide financial education, guidance, and support to individuals and families. This role involves one-on-one counseling, group workshops, and the development of financial literacy resources to help clients make informed decisions and achieve financial well-being.
Key Responsibilities:
-Provide personalized financial counseling and coaching to individuals and families.
-Assist clients in creating and maintaining budgets, managing debt, and planning for major life events.
-Develop and distribute educational materials on topics such as saving, investing, credit management, and retirement planning.
-Organize and lead financial wellness workshops and seminars tailored to different life stages and financial goals.
-Offer virtual counseling sessions using secure online platforms, including video conferencing and chat.
-Identify and respond to situations requiring immediate attention or referral to appropriate support services.
-Collaborate with team members and leadership to share insights and improve service delivery.
-Participate in ongoing training and professional development activities.
-Perform other related duties as assigned.
Qualifications:
-Experience in financial counseling, coaching, or education.
-Strong interpersonal and communication skills.
-Ability to present complex financial concepts in a clear and relatable way.
-Comfortable using digital tools for virtual counseling and communication.
-Self-motivated and able to work independently or as part of a team.
group id: 10112344
Defining Company Culture
