Customer Advisor representing client image and ensuring effective communication. Engaging in operational management and administrative tasks for customer satisfaction at Konecta.
About the role
- Delivering personal financial counseling services for military personnel and families at installations in Nevada. Coordinating financial workshops and managing various counseling needs as assigned.
Responsibilities
- Provide personal financial counseling services to military service members and their families at military installations.
- 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.
- Manage duty to warn situations according to Department of Defense (DoD) protocol.
- Communicate with leadership and participate in regular individual and group supervision.
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
- Comprehensive benefits package
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Conseiller(ère) en conformité at iA Financial Group focused on regulatory compliance in financial services. Engaging in quality assurance and strategic project support in a collaborative environment.
Conseiller spécialisé marché des agriculteurs chez Crédit Agricole. Relation client avec les exploitants agricoles, gestion de crédits et placements.
Banking Advisor role at RBC assisting commercial sector clients through tailored financial solutions. Collaborating with client relations teams to enhance banking experiences and operational efficiency.
School Counselor assisting K - 12 online public school students with academics and non - academic concerns. Coordinating support and guidance for students and families while ensuring graduation requirements are met.
Counselor leading dynamic group therapy sessions in a mission - driven recovery community. Advocating for member - centered care and collaborating with care teams to support recovery.
Crisis Response Counselor providing mobile crisis intervention and assessments for at - risk youth and families. Collaborating with community partners and ensuring safety and stabilization during psychiatric emergencies.
Financial analyst role assessing investment opportunities at Promutuel Assurance. Involves developing financial models and reporting to executive committees.
Senior Advisor at Mila translating complex strategic ambitions into models that guide executive leadership. Collaborating with finance to create actionable insights for informed decision - making.
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.