Financial Counselor

Workplace Options; Raleigh (NC); Remote; USD 57,000; Full time

Job summary

Join a forward-thinking company dedicated to improving employee wellbeing globally as a Financial Counselor. In this role, you will be the first point of contact for clients seeking financial guidance, helping them navigate personal finance challenges. You'll provide tailored counseling to enhance financial literacy and assist with complex needs like investing and estate planning. This innovative firm values diversity and promotes a supportive environment for its employees, offering a comprehensive benefits package and opportunities for professional growth. If you're passionate about helping others achieve financial stability, this role is perfect for you.

Benefits

Full benefits package

Paid time off

401k match

Training/tuition reimbursement

Gym reimbursement

Wellness rewards

Access to EAP benefits

Comprehensive training

Mentorship Program

Employee exchange program

Qualifications

• 3+ years of experience in financial counseling required.
• Knowledge of financial programs including debt management and budgeting.

Responsibilities

• Provide personal financial counseling to clients and their families.
• Assist with establishing financial literacy and good financial habits.

Skills

Financial Counseling

Customer Service

Communication Skills

Organizational Skills

Teamwork

Financial Literacy

Education

Bachelor’s Degree

Accredited Financial Counselor (AFC)

Certified Financial Planner (CFP)

Chartered Financial Consultant (ChFC)

National Foundation for Credit Counseling (NFCC)

Job description

Who we are:

Founded in 1982, WPO is the largest independent provider of wellbeing solutions. Through our customized programs, and comprehensive global network of credentialed providers and professionals, we support individuals to become healthier, happier and more productive both personally and professionally. Trusted by 51% of Fortune 500 companies, we deliver high quality care digitally and in person to over 75 million individuals across 116,000 organizations in more than 200 countries and territories. At WPO, you will be joining a team that is committed to improving employee wellbeing around the world.

Current opportunity:Financial Counselor

Location: US
Onsite/Hybrid/Remote: remote or hybrid depending on your proximity to our Raleigh, NC office
Years of experience: 3 years financial counseling experience.
Salary: $57,000 per year plus competitive benefits offering.

What you will do:

Workplace Options have an exciting opportunity for a Financial Counselor to join our team. The financial counselor will be the first point of contact for our clients and their families when they are looking for personal financial counseling. Financial counseling will be provided to assist with establishing a basic level of financial literacy and good financial behavior and habits, as well as more sophisticated financial planning to assist with advanced financial needs such as investing, estate planning, tax planning, education planning, and other financial matters.

Qualifications/Skills:

To excel in this role, you will need the following qualifications and skills:

• Completed Bachelor’s Degree
• Certification as an Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), or a national certification with the National Foundation for Credit Counseling (NFCC) required.
• Must be organized, disciplined and able to multi-task
• Personify positive customer service and maintain efficient work habits with excellent verbal and written communication skills.
• Strong ability to work with a team or group of people efficiently
• Able to handle fast paced and ever-changing environment while meeting production and quality standards for current position
• Knowledge around specific financial programs and benefits, including but not limited to bankruptcy, budgeting, debt management, credit, basic investments, financial planning, financial report review (credit report), foreclosure prevention, home buying, small business.

What we offer:

At Workplace Options, we don’t just deliver wellbeing services to our clients, we champion wellbeing for our own employees as well. Examples of our benefits and commitment to employee wellbeing include:

Full benefits package, Paid time off, 401k match, Training/tuition reimbursement, Gym reimbursement, Wellness rewards, Access to EAP benefits and all WPO services, Mentorship Program, Employee exchange program, Comprehensive training provided for this position.

At Workplace Options, we are committed to and are accountable for building a workplace where individuals feel empowered to bring their whole selves to work, free from judgment or fear of discrimination. We understand that having a diverse organization is only the beginning and it will require nurturing and care to thrive. We will continue to take action to ensure we achieve equitable and measurable outcomes.

We strive to cultivate a space where diverse voices are not only heard but actively sought out and valued for the unique insights they bring. By embracing and promoting authenticity, we aim to build a vibrant and inclusive community that fosters collaboration, innovation, belonging and personal growth.

For further details about WPO please check out our websitewww.workplaceoptions.comand these short videos give a great overview of what we doHuman-Powered CareandThe WPO Global Experience

Workplace Options collects and processes personal data in accordance with applicable data protection laws. If you are a European job applicant, refer to our Privacy Notice for further details (https://www.workplaceoptions.com/privacy-notice-for-recruitment/).