Counselor for Financial Wellbeing

4 days ago


Philadelphia, Pennsylvania, United States greenpath, inc. Full time
About the Role

Clarifi is seeking a highly motivated Counselor for Financial Wellbeing to provide expert guidance and support to individuals and families in achieving financial stability and success. This role offers a unique opportunity to make a meaningful impact in the lives of others while advancing your own career in the field of financial services.

As a Counselor for Financial Wellbeing, you will work closely with clients to assess their financial needs, develop personalized plans to achieve their goals, and provide ongoing support and guidance throughout the process. You will have the opportunity to work with a diverse range of clients, each with their own unique challenges and circumstances, and develop a deep understanding of the complex factors that affect their financial wellbeing.

To be successful in this role, you will need to possess excellent communication and interpersonal skills, as well as the ability to analyze complex financial data and develop effective solutions. A bachelor's degree in a related field and/or equivalent experience is required, as well as certification in financial planning and counseling.



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