Financial Counselor
Location
United States
Posted
9 days ago
Salary
Not specified
No structured requirement data.
Job Description
Role Description
Provide coaching, care coordination, referral and appointing services to clients enrolled in the VA Caregiver Legal and Financial program. Provide services via phone, text and video and a case management system for case notes, appointing, and other documentation.
Shift: Monday-Friday, 1:30pm-10pm EST
- Responsible for assessing needs of participating clients to inform the development of personal plans in various areas including financial information and benefits navigation aimed at improving their overall well-being.
- Responsible for tracking, monitoring, and documenting all coaching sessions and related services within the case management system.
- Provide web-assisted audio or video coaching to utilize motivational interviewing, solution focused techniques, and other related skills to assist clients in obtaining the desired information, resources, and assistance.
- Work with clients to develop personal goal plans and identify actions steps for completing their plans.
- Provide connections to appropriate resources and make necessary referrals for facilitating goal attainment.
- Complete ongoing training as required by customer and MyAdvisor.
Qualifications
- Associate degree or equivalent experience.
- NACCC
- CCC, Credit Counselor Certification
- CFC, Financial Counselor Certification
- CFHC, Financial Health Counselor Certification
- AFCPE
- AFC, Accredited Financial Counselor
Requirements
- Interpersonal Effectiveness: Understands oneself, effectively manages emotions, listens and communicates with respect, and builds trusting relationships.
- Accountability: Meets established expectations and takes responsibility for achieving results; encourages others to do the same.
- Collaborates: Engages others by gathering multiple views and being open to diverse perspectives, focusing on a shared purpose that puts the client and program overall success first.
- Effectively Leverages Resources: Create exceptional outcomes, embraces change, and constructively resolves barriers and constraints.
- Financial Knowledge: Have a strong understanding of financial terminology.
Benefits
- Medical, Dental, & Vision
- 401k
- Life Insurance
- HSA & FSA
- Short-term & long-term disability
- Paid time-off
- Work/life balance
Job Requirements
- Associate degree or equivalent experience.
- NACCC
- CCC, Credit Counselor Certification
- CFC, Financial Counselor Certification
- CFHC, Financial Health Counselor Certification
- AFCPE
- AFC, Accredited Financial Counselor
- Interpersonal Effectiveness: Understands oneself, effectively manages emotions, listens and communicates with respect, and builds trusting relationships.
- Accountability: Meets established expectations and takes responsibility for achieving results; encourages others to do the same.
- Collaborates: Engages others by gathering multiple views and being open to diverse perspectives, focusing on a shared purpose that puts the client and program overall success first.
- Effectively Leverages Resources: Create exceptional outcomes, embraces change, and constructively resolves barriers and constraints.
- Financial Knowledge: Have a strong understanding of financial terminology.
Benefits
- Medical, Dental, & Vision
- 401k
- Life Insurance
- HSA & FSA
- Short-term & long-term disability
- Paid time-off
- Work/life balance
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