Financial Guidance Specialist

2 weeks ago


Des Moines, Iowa, United States Des Moines Area Community College Full time

Job Overview

Support individuals in crafting personalized strategies to reach their financial aspirations and attain self-sufficiency through comprehensive, individualized financial education and advisory services.


Key Responsibilities

1. Collaborate with clients to create tailored financial action plans.

2. Conduct initial and follow-up personalized financial counseling sessions to help clients achieve favorable financial results.

3. Provide relevant referrals and integrate comprehensive financial resources (such as benefits and tax assistance) into counseling for enhanced outcomes.

4. Maintain ongoing communication and follow-up with clients to ensure progress.


Data Management

Accurately collect, monitor, and report necessary data utilizing the client management system established by the organization.


Professional Development

Engage in introductory training and continuous professional development opportunities. Successfully complete and pass required counselor training. Adhere to established protocols and program guidelines.


Additional Duties

Perform other responsibilities as assigned.



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