Must be CFP certified or 4-6 months from exam date. Provides accurate, relevant, and helpful information to assist clients and potential clients regarding their personal finances. Assists clients and potential clients in developing short-term and long-term financial goals. The counselor will administer remedial, productive, and preventative, counseling sessions via telephone, internet or in-person consultation by performing the following duties.
Spanish Preferred
Essential Duties And Responsibilities
To perform this job successfully, an individual must be able to perform each of the essential duties listed below. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
ADVANCED PLANNING
BALANCE is a 501(c)(3) nonprofit that educates individual consumers about general financial and investment concepts. We do not provide securities advice because BALANCE is not a Registered Investment Advisory (RIA) firm.
Assist clients with education related to general financial planning topics including, but not limited to retirement planning, business planning, insurance, investments, and real estate.
Possess a firm understanding of the difference between education and advice.
Money Management Coaching
Debt Solutions and Credit Issues Training
Confers with clients to ascertain available monthly income after living expenses to meet current and/or anticipated debt/credit obligations.
Educates the client on ways to raise their credit score and how that relates to interest rates.
Calculate amount of debt and funds available to plan method of payoff and estimate time for debt liquidation.
Establishes payment priorities to reduce client's overall costs by liquidating high-interest, short-term loans or contracts first.
Skills / Abilities
Excellent Oral and Written Communication Building Collaborative Relationships
Customer Orientation Diagnostic Information Gathering
Conceptual Thinking Technical Expertise
Initiative Personal Credibility
EDUCATION And/or EXPERIENCE
Bachelor's degree (BA or BS) from four-year university or college and a minimum of one to two years related experience and/or training (EAP, financial services, counseling, banking, credit and/or collection).
CERTIFICATES, LICENSES, REGISTRATIONS.
Must successfully pass and obtain the following certifications within six months of employment:
Must possess the following certification: CFP® - CERTIFIED FINANCIAL PLANNERTM
Valid driver's license
Other Skills
Bilingual capabilities a plus
WORK ENVIRONMENT
This is a full-time telework position. Must have a fixed desk, workstation, or home office in a non-public setting. Must have a strong internet connection (no Satellite or Wireless Internet Service) and plug company-provided equipment directly into the router/modem.
Occasional travel may be required. Must be available to travel up to 20% of the time.
Salary: $27.00 - $28.00 per hour
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Financial Services
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