Job Abstract

Job Title: Financial Counselor

Summary – This is a contingent Opportunity and would begin work upon the contract award.

Zeiders Enterprises, Inc. is seeking candidates for Financial Counselors to support the Military OneSource contract. The Military OneSource contract provides services for military members and their families, similar to a commercial Employee Assistance Program (EAP). This program provides a broad array of information, resources, referrals, and counseling to military Service members, their families, and eligible civilians at locations worldwide. Financial Counselors support eligible clients with quality financial education and counseling to maintain their financial readiness. This is accomplished through assistance with financial stability, money management, and anticipated financial challenges that come with military service. Counselors are to provide financial education and counseling by helping clients understand their options and are prohibited from providing financial advice or engaging in financial advising. Full-time positions are remote (work from home) positions and support will be provided via secured video conference, telephone, or chat.

Essential Duties and Responsibilities

• Provide personal and family financial counseling, goal setting, education, awareness information services, appropriate referrals, and assistance applicable to military families. Counseling services may be provided individually, to couples, and to families
• Provide support and assistance with financial stability, money management, anticipating financial impacts due to challenges incident to military service
• Assist eligible participants with Personal Financial Management (PFM) by providing factual, unbiased information that empowers them to make independent and informed financial decisions and providing financial education including appropriate guidance regarding the Service Member’s Civil Relief Act (SCRA) Public Law 110-289 Housing and Economic Recovery Act of 2008 as well as other pertinent laws and policies
• Educate and collaborate with clients on common topics to include but not limited to banking, finance charges, budgeting/spending plans, debt management/reduction, credit building, credit repair, predatory lending, large purchases, general investing education, estate planning, and retirement planning
• Document all financial counseling case records in the Government’s electronic case management system (eCMS)
• Maintain contractually mandated training requirements

Required Education and/or Experience Qualifications

• Bachelor’s degree or a combination of education and experience that provides the individual with the ability to serve as a financial counselor
• National certification as an Accredited Financial Counselor®(AFC), Certified Financial Planner® (CFP), or Chartered Financial Consultant® (ChFC)
• Comprehensive and current knowledge of financial counseling, military culture and life training, and current issues affecting military families (e.g., relocation, separation, and deployments).
• Demonstrated experience in utilizing MS Office products (Excel, Word, PowerPoint).
• Knowledge and understanding of the military lifestyle
• Understanding, sensitivity, and empathy for Service members and their family members.
• Ability to develop trusting helping relationships.
• Ability to work effectively with individuals and families from diverse racial, ethnic, and socioeconomic backgrounds.
• Ability to use sound professional judgment, ethical practice, and common sense.
• Ability to develop, implement, and evaluate financial needs of individuals and families.
• US Citizen
• Must pass a pre-employment background check

Preferred Qualifications

• Experience providing financial counseling/consultation remotely
• Experience working in a call center environment
• Fluent in Spanish

Other Skills and Abilities

This position requires travel and access to U.S. Government facilities and systems. U.S. Citizenship, a valid driver's license, transportation, and auto insurance are required.

Competencies

To perform the job successfully, an individual should demonstrate the following competencies:

• Ability to work both independently and as part of a team
• Problem Solving - Identifies and resolves problems promptly; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem-solving situations; Uses reason even when dealing with emotional topics.
• Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
• Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
• Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
• Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

Physical Demands: Works in office areas. Sits, stands, bends, lifts, and moves intermittently during working hours. Training Curriculum Specialist uses a personal computer, telephones, copiers, printers, and other office equipment. The employee must occasionally lift and/or move up to 10 pounds.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Zeiders Enterprises, Inc. is an Equal Opportunity Employer

Pay Range: $65,000 - $77,000

PLEASE NOTE: The Zeiders pay range for this job level is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law.