What are the responsibilities and job description for the Personal Financial Counselor position at Datawiz Corporation?
Location: On site in Navy Operational Support Center in Bridgeton, MO. Sign on bonus and relocation assistance may be available.
Summary:
Get ready to jump on board with the industry leader in the provision of wellness services to the military and veteran communities! Personal Financial Counselors (PFCs) provide financial education and counseling services primarily to Service Members and their families affiliated with specific Navy Operational Support Centers members of the National Guard, Reserve, and Active Duty.
Primary Responsibilities:
- Providing financial planning counseling to reduce, eliminate, and avoid debt, as well to achieve financial goals.
- Identifying immediate and long-range measures to increase income, reduce household expenditures, and avoid additional financial burdens.
- Teaching Service Members (and their families) money management techniques to encourage them to live within their means.
- Educating Service Members in understanding credit, finance charges, interest rates, and the implications of only paying the minimum amount each month.
- Educating military families on the importance of maintaining excellent credit histories and ratings.
- Establishing, monitoring, and protecting their credit.
- Teaching Service Members to make informed decisions and to be aware of associated costs such as insurance, maintenance, fuel costs, etc.
- Educating and counseling Service Members - about their retirement systems and providing financial models to assist them in establishing a comprehensive retirement plan.
- Teaching Service Members and their families how to save for emergencies, unanticipated contingencies, and both short and long-term goals.
- Supporting and educating individuals and families to help address specific needs, including the provision of appropriate resource referrals.
- Work independently to collaborate with government officials, network with Service Members, and set appointments.
- Facilitate briefings designed to promote awareness and educate Service Members and their families on various personal finance topics.
- Perform outreach and engage event attendees in conversations about setting financial goals, guidance to appropriate resources, as well as discussions on all areas of personal finance.
- Facilitate financial workshops and training to large groups and ability to tailor presentations to audiences as needed.
Qualifications:
- High School diploma or equivalent.
- At least three (3) years of financial or banking related experience.
- Experience in training development and delivery, public speaking, group presentations, and facilitation skills.
- Must be able to possess and maintain a certification such as Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
- Understanding, sensitivity, and empathy for Service Members and their family members. Previous military experience/exposure helpful.
- Knowledge of benefits, resources, and services.
- Demonstrated experience in utilizing MS Office products (Excel, Word, PowerPoint).
Additional Requirements:
- Must be a U.S. citizen.
- Successfully pass a background check that includes a credit check, verification of education, and employment, as well as an FBI fingerprint check.
- Have reliable transportation and proof of vehicle insurance and registration.
- Ability to travel up to 10% including some weekends with advanced notice.
Benefits:
- Sign on bonus of and relocation assistance may be available.
- Health, dental, vision insurance
- Generous vacation and holiday leave
- Flexible Spending Account (medical and dependent)
- 401(k) with employer match
- Life insurance
- Short-term and long-term disability
- Tuition assistance and/or professional development training
Job Type: Full-time
Pay: $75,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
Work Location: In person
Salary : $75,000 - $80,000
