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Personal Financial Counselor

4 weeks ago

Harrisburg, United States JLAN Solutions Full time

JLAN Solutions is seeking a

Personal Financial Counselor

to support the

Army National Guard

in Harrisburg, PA. This is a full-time, on-site role and is an excellent opportunity for someone looking to work in a military environment

helping our soldiers and their families achieve financial success .

What you'll do:

Provide guidance and advice to individuals regarding financial matters, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate to make recommendations on ways to utilize money.

Collect, review, and analyze client's financial circumstances to determine their financial objectives, current assets, income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.

Analyze information and develops financial plans best suited to individual clients' requirements.

Advise clients on new and existing products and services, ensuring they are aware of and understand what best meets their needs.

What you need to have:

BS or higher degree or 8 years of equivalent experience

Experience working as a Financial Advisor or Financial Counselor

Must

have at least one of the following certifications:

AFC, CFP, or ChFP

Salary:

$55-65,000/year

JLAN offers a full benefits package including vision, health, dental, life, and a 401k.

JLAN Solutions is an equal opportunity/affirmative action employer and does not discriminate against any applicant for employment on the basis of race, color, religion, sex, age, sexual orientation, gender identity, national origin, veteran status or physical ability.

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