Apprentice Account Manager supporting client relationships and project management in a professional environment at Henner for 12 months. Involved in client communications and team collaboration tasks.
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
Job type
Experience level
Salary
Degree requirement
Location requirements
Virtual High School Counselor at ACCEL Schools providing guidance to K - 12 students and families. Supporting academic and career planning with occasional travel for testing and events.
Conseiller Clientèle managing customer inquiries for audioprosthetic professionals. Responsible for phone and email communication, order management, and client satisfaction.
Personal Financial Counselor providing financial counseling services to military families in various locations. Assisting with financial education and managing personal financial situations for service members.
Delivering personal financial counseling services for military personnel and families at installations in Nevada. Coordinating financial workshops and managing various counseling needs as assigned.
Juristischer Berater in einem hybriden Arbeitsumfeld für ein Unternehmen in der Finanzbranche. Unterstützung von Arbeitsrechtsfragen und Mitgestaltung von Personalrichtlinien.
Senior Counselor providing benefits counseling for members of 32BJ Benefit Funds. Managing complex cases related to pension, disability, and other retirement benefits.
Agent immobilier indépendant with Liberkeys, providing support in sales and customer satisfaction since 2018. Engaging in property estimation, negotiation and client guidance.
Independent real estate advisor role at Liberkeys, leveraging technology and support to achieve success. Engage in property estimation, client guidance, and performance evaluation with expert coaching.
Conseiller immobilier indépendant pour une entreprise innovante dans l'immobilier. Transformant le secteur grâce à la technologie et à l'humain.