Peer Financial Counselor

Job Description

As a Peer Financial Counselor, you will provide essential financial guidance and support to individuals looking to increase their financial literacy. Your responsibility will include developing comprehensive financial plans with clients, managing budgets, and educating them on personal finance principles to help them achieve their financial goals.

Responsibilities

• Guide clients through the process of setting financial goals and objectives.
• Provide resources and tools to help clients improve their financial literacy.
• Assist clients in navigating financial aid options and assistance programs.
• Develop and deliver presentations on personal finance topics.
• Engage in continuous professional development to stay abreast of financial trends.

Requirements

Education

• Bachelor's degree in Finance, Economics, or a related field
• Master's degree is preferred

Experience

• 3+ years of experience in personal financial advising

Technical Skills

• Investment Strategies
• CRM Tools

Soft Skills

• Active Listening
• Analytical Skills

Certifications

• Accredited Financial Counselor (AFC)
• Certified Financial Planner (CFP) is advantageous

Languages

• English: Fluent

Advantageous

• Knowledge of community financial resources: Understanding local resources can aid clients facing financial hardships.
• Advanced financial analysis skills: Ability to conduct in-depth financial analysis assists in developing effective plans.

Benefits

• Comprehensive health benefits, including mental health support
• 401(k) plan with matching contributions
• Paid time off and flexible scheduling
• Continuing education reimbursement

Company Culture

• Innovation Focus: We encourage innovative thinking and creativity, driving the financial counseling industry forward.
• Continuous Improvement: Our commitment to continuous improvement ensures we remain at the forefront of financial counseling.
• Collaboration: Teamwork is essential; we believe the best solutions come from diverse teams working together.