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Personal Financial Counselor
2 months ago
The Bowen Group Inc. is seeking a highly skilled Personal Financial Counselor to join our team in St. Louis. As a key member of our team, you will provide financial education and counseling services to military personnel and their families.
Key Responsibilities- Provide financial planning and counseling to military personnel and their families to help them achieve financial stability and security.
- Teach money management techniques and educate on credit, finance charges, interest rates, and the implications of only paying the minimum amount each month.
- Establish, monitor, and protect credit, and teach Service Members to make informed decisions and be aware of associated costs.
- Educate and counsel Service Members on their retirement systems and provide financial models to assist them in establishing a comprehensive retirement plan.
- Support and educate individuals and families to help address specific needs, including the provision of appropriate resource referrals.
- High School or equivalent education.
- Three (3) years' experience in training development and delivery, public speaking, group presentations, and facilitation skills, preferably in adult education, medical or non-medical setting.
- National certification as an Accredited Financial Counselor (AFC) OR Certified Financial Planner (CFP) OR Chartered Financial Consultant (ChFC) and maintain CEU's and remain current on annual accreditation renewals.
- Previous military experience (including military spouses and/or as a service provider).
- Understanding, sensitivity, and empathy for Service Members and their family members.
- Knowledge of military benefits, resources, and services.
- Demonstrated experience in utilizing MS Office products (Excel, Word, PowerPoint).
- Sign on bonus of $2,500 and relocation assistance.
- Health, dental, vision.
- 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.