Financial Counselor - Fundamentals Specialist

Job not on LinkedIn

July 13

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $55k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🛋️ Counselor

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MSA Careers & Consulting Ltd

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Recruitment

MSA Careers & Consulting Ltd is the UK's only specialist technical recruitment company dedicated solely to the field of Acoustics, Noise, and Vibration. With over 20 years of industry experience, they provide knowledgeable and honest consultancy services to help individuals find jobs or businesses secure hires in this niche sector. Their unique approach involves personalized and pragmatic advice, ensuring they build a trusted partnership with their clients. MSA's focus on the acoustics sector allows them to deliver a credible and consistent recruitment service, helping many start their careers in this field.

2 - 10 employees

🎯 Recruiter

📋 Description

• Bi-lingual candidates preferred • This is not a sales position; our counselors host pre-scheduled appointments with members. • We’re searching for financial professionals who have a passion for helping people achieve their financial goals. • An ideal counselor is able to share new perspectives around money management and drive home the value of a long term counseling relationship. • Counselors are instrumental in inspiring behaviors and financial habits that lead to a brighter future. • We provide full-spectrum financial counseling and education, and we are specifically interested in CFPs, ChFC, or AFCs to counsel in the wide range of topics including: budget, debt, credit, etc. • We serve a wide range of corporations and organizations across both the public and private sectors. • We are currently looking to expand our pool of financial counselors, with a particular need for individuals who have prior military experience or a strong background in supporting military service members and their families. • Our counselors love being part of our experienced and professional team. • We hold each other accountable for high standards and continuous development. • We are people of integrity who thrive on teamwork. • We’re quick to laugh and love having fun at work! • We give grace for mistakes. • We recognize core strengths and set each other up for success. • Think you might be ready to turn your focus to empowering people to transform their financial future?

🎯 Requirements

• 5+ years experience in a relevant consumer finance arena • AFC, CFP, ChFC certifications (required) • Previous military experience or experience supporting military service members (preferred) • Motivational skills to inspire behavioral change around personal financial habits • Proven track record persuading clients to engage in value-added services and solutions • Superlative listening skills that lead you to empathy and understanding • Degree from an accredited institution or equivalent work experience • A high level of comfort with computers, software, and technology • An openness to a culture of continuous development • A passion for helping people in need

🏖️ Benefits

• Free access to our transformational MSA Financial Coaching • Medical, Dental, Vision, Life, & 401(k) benefits • Paid Vacation and Sick time • Thriving and supportive remote work culture