Accredited Financial Counselor

TrueBlue Inc.; Marysville (WA); On-site; USD 62,000 - 72,000; Full time

Job summary

A national financial services provider is seeking a Personal Financial Counselor for an onsite role in Marysville, Washington. This position focuses on advising service members and their families about financial planning in a supportive, non-sales environment. Candidates should have CFP-level credentials or relevant financial experience. The role is full-time with a competitive salary range of $62,000 to $72,000.

Qualifications

• Certified financial professionals with experience in finance.
• Military spouses with CFP-level credentials are encouraged to apply.

Responsibilities

• Support service members and their families with financial planning.
• Provide coaching-focused financial advice in a non-sales role.

Skills

Advising over sales

Coaching

Financial planning

Education

CFP-level credentials

Job description

Personal Financial Counselor – Onsite on a Military base in Marysville, Washington.

Direct hire for Magellan Federal Health.

Pay: $62,000 – $72,000

Seeking a certified financial professional to support service members and their families. Make a meaningful impact in a non-sales, coaching-focused role.

Requirements

• Experienced or retired financial professionals
• Those who prefer advising over sales
• Military spouses with CFP-level credentials

Interested?

Comment INTERESTED — and please include your name, phone number, email, and LinkedIn profile so I can contact you directly.

Feel free to reach out directly:

Rose Norris

312-517-8161

[e-mail]

#FinancialPlanning #CFP #MilitarySpouses #CareerOpportunity #FinancialAdvisor #retired #AFC

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Finance and Consulting