Insurance consultant offering 360 - degree advisory services to private and corporate clients. Seeking to expand client portfolio and contribute to company growth in Switzerland.
About the role
- Personal Financial Counselor providing financial counseling services to military service members and their families. Assisting in budgeting, planning, and financial education with a focus on military lifecycle.
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
- Utilize virtual counseling or other electronic modes of communication
- Manage duty to warn situations according to Department of Defense (DoD) protocol
- Communicate with leadership and participate in regular individual and group supervision
- Participate in regular in-services/training, quality improvement committees or other contract activities
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 insurance
- Life insurance
- Voluntary benefits
- Retirement plans
- Comprehensive benefits package
Job title
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Experience level
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Degree requirement
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