Financial Counselor

4 weeks ago

Tulsa, United States Balance Full time
Job DescriptionJob Description

SUMMARY

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.
  • Review client cash flows, insurance coverages, retirement plans, and financial goals.
  • 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:

  1. Must possess the following certification: CFP® - CERTIFIED FINANCIAL PLANNERTM
  2. 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.

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