Financial Counselor - Retirement 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.

💵 $65k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🛋️ Counselor

Apply Now

Receive Emails with Similar Jobs

MSA Careers & Consulting Ltd

WebsiteLinkedInAll Job Openings

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 financial counselors host pre-scheduled appointments with members. • We’re searching for financial professionals who have a passion for helping people achieve their financial goals. • We provide full-spectrum financial counseling and education, and we are specifically interested in CFPs, AFC, or ChfCs to counsel in the areas of retirement and investments. • 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 financial 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.

🎯 Requirements

• 5+ years experience in consumer finance or tax work (mortgages, insurance, college planning, financial aid, investments, retirement planning, estate planning, tax structuring and planning, etc.) • AFC, CFP, ChFC certifications (required) • Previous military experience or experience supporting military service members (preferred) • 4-year degree from an accredited institution or equivalent experience • Proven track record persuading clients to engage in value-added services and solutions • Motivational skills to inspire behavioral change around personal financial habits • Superlative listening skills that lead you to empathy and understanding • 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

• A 100% remote, work-from-home opportunity • Free access to our transformational MSA Financial Coaching • Medical, Dental, Vision, Life, 401(k) matching benefits • Thriving and supportive work culture