1 Financial Counselor - Remote | WFH Job in Owasso, OK
Get It Recruit - Finance is Hiring a Remote Financial Counselor - Remote | WFH
Key ResponsibilitiesConduct one-on-one financial counseling sessions to evaluate needs and develop strategies to help clients resolve financial issues, achieve goals, and enhance their overall well-being.
Educate clients on topics such as bankruptcy, collections, consumer protection laws, court judgments, credit and debt issues, credit reports, financial planning, retirement, housing issues, identity theft, money management, student loans, banking, and wage garnishments.
Assist clients in creating personalized action plans to support and motivate them toward their financial goals.
Provide ongoing education, guidance, and resources to empower clients to successfully implement their plans, address immediate problems, and change behaviors.
Schedule and confirm client appointments, reschedule as necessary, and conduct follow-up or outreach calls.
Collect, track, and report data, and input session notes for every client interaction using the client management database.
Offer confidential referrals to appropriate, vetted non-profit organizations using our national online database (e.g., food banks, public benefits, state bar).
Complete required training and participate in ongoing professional development.
Represent our organization at community events, partner meetings, and workshops.
Obtain certifications within 90 days of employment, including Money Coach, NACCC Exam and Certification, and Compliance Courses.
QualificationsMinimum Requirements:
Bilingual in Spanish.
Associate's degree from an accredited college.
Experience in financial services, financial planning, social work, community organizing, teaching, or related fields.
Community service experience such as volunteering, coaching, counseling, or mentoring.
Proficiency in Microsoft Word, Excel, Outlook, and virtual meetings.
Ability to use a client management system.
Strong interpersonal skills, customer service orientation, effective oral and written communication, problem-solving ability, organizational skills, adaptability, punctuality, and teamwork.
Preferred QualificationsBachelor's degree or one to two years of related experience and/or training in areas such as EAP, financial services, counseling, banking, credit, and collections, or an equivalent combination of education and experience.
Work EnvironmentThis is a remote position. We provide all necessary equipment for your home office setup. A strong internet connection is required, with equipment directly plugged into the router/modem (no Wi-Fi). A fixed desk, workstation, or home office is necessary.
About UsWe are a nationwide non-profit organization dedicated to helping individuals and families overcome financial challenges and achieve their financial goals. Our local and national education and counseling programs offer support to those overwhelmed by debt, facing foreclosure, struggling to manage money, or aiming to purchase their first home.
We offer a collaborative and enjoyable work environment with exceptional benefits, including medical, dental, vision, and life insurance; a 403(b) retirement plan; three weeks of paid time off; paid federal holidays; an extensive training program; and more.
We are an Equal Opportunity Employer and do not discriminate based on race, religion, color, sex, age, national origin, or disability.
Employment Type: Full-Time
Job Summary
Full Time
$66k-81k (estimate)
06/21/2024
07/13/2024
The job skills required for Financial Counselor - Remote | WFH include Customer Service, Social Work, Financial Counseling, Written Communication, Problem Solving, Organizational Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Counselor - Remote | WFH. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Counselor - Remote | WFH. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Counselor - Remote | WFH positions, which can be used as a reference in future career path planning. As a Financial Counselor - Remote | WFH, it can be promoted into senior positions as a Patient Referral Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Counselor - Remote | WFH. You can explore the career advancement for a Financial Counselor - Remote | WFH below and select your interested title to get hiring information.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
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Become a certified and licensed financial planner.
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Develop a Strong Support System.
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Look for appropriate certifications and licenses.
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Step 3: View the best colleges and universities for Financial Counselor.
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