Onsite Military Base Financial Counselor - CFP Coaching

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

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.