Conseiller en gestion de patrimoine analyzant des portefeuilles clients et proposant des solutions adaptées. L'entreprise est ASTORIA FINANCE, spécialisée en Gestion de Patrimoine.
About the role
- Assignment Ready Counselor providing financial counseling services to military service members and their families. Responsible for establishing spending plans and managing financial workshops at military installations.
Responsibilities
- Provide coverage in short-term, surge and on demand situations
- Provide personal financial counseling and management services directly to service members and their families.
- Assist service members in establishing a spending plan for extended absences.
- Develop and make available informational financial materials to service members and families.
- Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops.
Requirements
- Bachelor's degree required
- May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
- May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
- 3+ years of financial counseling experience.
- 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 be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
- Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Benefits
- health, life, voluntary and other benefits
- perks that enhance your physical, mental, emotional and financial wellbeing
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