Financial Wellness Advisor

2 weeks ago


Chicago, Illinois, United States Kansas Action for Children Full time
Position Overview:
As a Financial Wellness Advisor, you will deliver essential financial guidance to military personnel and their families. This role involves a comprehensive approach to personal finance, ensuring that service members receive the support they need to manage their financial well-being effectively.

Key Responsibilities:
1. Provide personalized financial counseling services tailored to the unique needs of military families.
2. Conduct educational sessions and workshops covering various financial topics relevant to military life, including budgeting, saving, and planning for deployment.
3. Collaborate with military installation Points of Contact to ensure program effectiveness and responsiveness to community needs.
4. Develop and distribute informative financial materials to enhance financial literacy among service members and their families.
5. Utilize virtual counseling tools to offer flexible support options, ensuring accessibility for all clients.
6. Maintain compliance with Department of Defense protocols regarding sensitive situations and client confidentiality.
7. Engage in regular training and professional development to stay current with financial counseling best practices.

Qualifications:
- A Bachelor’s degree in a relevant field is required, with consideration for equivalent experience.
- Must possess one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
- A minimum of 1,000 hours of financial counseling experience is necessary.
- Strong communication skills and the ability to work effectively with diverse populations are essential.

Compensation:
The salary range for this position is between $45,655 and $68,485, depending on experience and qualifications. A comprehensive benefits package is also available, promoting overall well-being for employees and their families.

Equal Opportunity Employer:
Kansas Action for Children is committed to fostering an inclusive workplace and is proud to be an Equal Opportunity Employer.
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