Personal Financial Counselor
16 hours ago
This position provides personal financial services at assigned military installations. The primary responsibilities include delivering comprehensive personal financial counseling services to military service members and their families at military installations. Services encompass education and counseling addressing financial services, including one-on-one counseling, consultation with commanders or other providers, conducting briefings and presentations, or providing referral resources outside of counseling sessions. The counselor works closely with installation and military branch Points of Contact (POC) to ensure the program meets the needs of the installation.
Key Responsibilities- Provides personal financial counseling and management services directly to service members and their families.
- Assists service members in establishing a spending plan for extended absences.
- Develops and disseminates informational financial materials to service members and families.
- Coordinates, publicizes, and provides a wide variety of Personal Financial Management classes/workshops, covering topics across the military lifecycle, including arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI.
- Responds to requests for age-appropriate classes or seminars.
- Possesses the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web-based, secure online chat, or video-based communications and secure video teleconferences sponsored by the customer.
- Manages duty to warn situations according to Department of Defense (DoD) protocol.
- Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
- Participates in regular in-services/training, quality improvement committees, or other contract activities as assigned/appropriate.
- All other duties as assigned.
- Bachelor's degree required.
- May consider applicants with an associate degree plus 4 years' experience in lieu of a bachelor's degree.
- May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
- Must be a U.S. citizen and speak fluent English.
- If required by the contract, must be bilingual in English and Spanish.
- Be able to obtain a favorably adjudicated Tier 2 investigation.
- Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
- Must have over a thousand hours of financial counseling experience.
-
Financial Counselor
1 month ago
Huntsville, Alabama, United States Magellan Health Full timeJob SummaryWe are seeking a highly skilled Personal Financial Counselor to join our team at Magellan Health in Huntsville, AL. As a key member of our team, you will provide personal financial services to military service members and their families at assigned military installations.Key ResponsibilitiesProvide personal financial counseling and management...
-
Financial Counselor
2 weeks ago
Huntsville, Alabama, United States Magellan Health Full timeJob SummaryThis position provides personal financial services at assigned military installations. The primary responsibilities include delivering comprehensive personal financial counseling services to military service members and their families. The ideal candidate will possess excellent communication skills, a strong understanding of personal finance, and...
-
Financial Services Associate
2 weeks ago
Huntsville, Alabama, United States Raymond James Financial Services Full timeAbout UsRaymond James Financial Services is a leading provider of financial services, with a rich history of over 60 years of excellence in the industry.Job SummaryWe are seeking a dynamic and motivated Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional customer service, building strong...
-
Recruiter/Admissions Counselor
3 weeks ago
Huntsville, Alabama, United States Faulkner University Full timeJob OpportunityFaulkner University is seeking a qualified individual to serve as a Recruiter/Admissions Counselor for the Huntsville Extension Center. The selected candidate will be responsible for assisting with student recruitment, registration, financial aid, and academic advisement.This is a full-time position that requires a strong commitment to serving...
-
Financial Consultant
1 day ago
Huntsville, Alabama, United States Charles Schwab Full time{"Job Summary As a Financial Consultant at Charles Schwab, you will be responsible for providing financial guidance and wealth management advice to existing clients. You will work closely with clients to understand their financial goals and develop personalized plans to help them achieve their objectives. Key Responsibilities * Provide financial guidance...
-
Financial Consultant
1 week ago
Huntsville, Alabama, United States Charles Schwab Full timeJoin Our Team as a Financial ConsultantAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.We're seeking a talented Financial Consultant to join our...
-
Financial Consultant
6 days ago
Huntsville, Alabama, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and...
-
Financial Analyst
1 day ago
Huntsville, Alabama, United States Summit 7 Systems Full timeJob SummaryThis role is responsible for performing general financial analytical tasks, process clarification, and systems improvement. The ideal candidate will possess strong analytical skills, financial acumen, and the ability to provide insightful recommendations.Key ResponsibilitiesProduce monthly, quarterly, and annual financial reporting and analysis...
-
Financial Consultant
4 weeks ago
Huntsville, Alabama, United States Charles Schwab Full timeUnlock Your Potential as a Financial Consultant at Charles SchwabAt Charles Schwab, we empower our employees to make a meaningful impact on their careers and the finance industry. As a Financial Consultant, you'll play a vital role in helping clients achieve their financial goals while forming lasting relationships built on trust and respect.As a member of...
-
Financial Services Representative
2 weeks ago
Huntsville, Alabama, United States Edward Jones Full timeClient Advocate OpportunityWe are seeking a skilled Client Advocate to join our team at Edward Jones. As a Client Advocate, you will play a critical role in deepening relationships with existing clients, gathering information to open new accounts, and providing personalized investment solutions.Key Responsibilities:Deepen relationships with existing clients...
-
Financial Services Representative
2 weeks ago
Huntsville, Alabama, United States Shon Henry - State Farm Agent Full timeJob OpportunityWe are seeking a highly motivated and enthusiastic individual to join our team as a Financial Services Representative. As a key member of our team, you will play a vital role in helping our customers achieve their financial goals and manage the risks of everyday life.Key ResponsibilitiesDevelop and maintain strong relationships with customers...
-
Financial Services Representative
2 weeks ago
Huntsville, Alabama, United States Edward Jones Full timeJob OverviewWe are seeking a highly motivated and detail-oriented Registered Branch Associate to join our team at Edward Jones. As a key member of our client team, you will work closely with our financial advisors to provide exceptional service to our clients and help them achieve their financial goals.Key ResponsibilitiesDeepen relationships with existing...
-
Financial Services Coordinator
1 month ago
Huntsville, Alabama, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...
-
Chief Financial Officer
2 hours ago
Huntsville, Alabama, United States Axxeum Full timeJob SummaryThe Chief Financial Officer will be responsible for managing the overall financial health and well-being of Axxeum, Inc. This includes all aspects of accounting, project control, financial planning, analysis, and reporting, as well as financial risk management and compliance with government and legal regulations and industry standards.Key...
-
Client Service Associate
4 weeks ago
Huntsville, Alabama, United States Raymond James Financial Incorporated Full timeJob SummaryRaymond James Financial Incorporated is seeking a detail-oriented and creative problem solver to fill the role of Registered Client Service Associate. This position provides high-quality administrative support to Financial Advisors, clients, and branch staff members.Key ResponsibilitiesProvide exceptional customer service to clients through...
-
Huntsville, Alabama, United States DG Partnership Full timeJob DescriptionSecure the Future with DG PartnershipJoin our team of experts in personnel security and investigationsAs a Background Investigator / Personal Security Specialist, you will play a key role in processing and reviewing background investigation requests for federal and contractor employeesYou will be responsible for handling e-QIP packets,...
-
Hematology Oncology Physician Opportunity
2 days ago
Huntsville, Alabama, United States Permanent Placement Resources, LLC Full timeHematology/Oncology Physician OpportunityWe are seeking a highly skilled Hematology/Oncology Physician to join our team at Southern Cancer Center in Huntsville, AL. As a member of the US Oncology Network, we offer a collaborative and supportive environment that allows our physicians to focus on delivering exceptional patient care.About the OpportunityThis is...
-
Business Development Manager
4 weeks ago
Huntsville, Alabama, United States The PNC Financial Services Group, Inc Full timeJob DescriptionPNC is seeking a highly skilled Relationship Manager III to join our Commercial Banking team in Huntsville, AL. As a trusted advisor, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and providing best-in-class financial solutions.Key Responsibilities:Develop and...
-
Insurance and Financial Services Representative
4 weeks ago
Huntsville, Alabama, United States Lara Bryant - State Farm Agent Full timeJob OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a State Farm Agent Team Member. As a key member of our team, you will play a vital role in helping our customers manage the risks of everyday life, recover from the unexpected, and realize their dreams.ResponsibilitiesEstablish and maintain strong customer...
-
Part Time Licensed Talk Therapist
4 weeks ago
Huntsville, Alabama, United States Thriveworks Full timeAbout ThriveworksThriveworks is a clinician-founded national private practice group with locations in 48 states. Our mission is to provide accessible, high-quality mental health services to individuals and families.Job SummaryWe are seeking a licensed clinician to provide a mix of telehealth and face-to-face sessions in Huntsville, Alabama. As a Thriveworks...