Financial Services Professional

## About the Company Apprisen is a financial wellness organization focused on helping individuals and families improve their financial well-being through financial counseling, education, and community outreach. The organization has supported more than one million individuals and families since its founding in 1955. ## About the Role Apprisen is seeking a Financial Services Specialist to provide personalized financial guidance and education to clients. This is a 100% remote position focused on understanding clients' financial situations, developing personalized action plans, presenting appropriate financial solutions, and supporting clients throughout their financial wellness journey. The ideal candidate will be passionate about helping others, comfortable working with financial information, technologically capable, self-motivated, and an excellent communicator. ## Key Responsibilities * Engage with clients through phone, online, and other available communication channels.* Build strong, professional relationships with clients based on trust and understanding.* Review and analyze clients' financial information and circumstances.* Develop personalized financial action plans based on individual client needs.* Present appropriate financial options, solutions, and recommendations.* Help clients understand financial management strategies and available resources.* Provide financial education and guidance to help clients improve their financial well-being.* Represent Apprisen in community outreach activities when required.* Deliver financial education to community groups and other audiences.* Maintain accurate client information and documentation.* Use technology and digital tools to support client interactions and financial counseling activities.* Participate in ongoing training and professional development.* Contribute ideas and recommendations to improve organizational processes and client services.* Adapt to changing schedules, technologies, and business requirements.* Perform additional duties related to financial counseling and education as assigned. ## Required Qualifications * Bachelor's degree or equivalent combination of education and work experience.* Strong computer skills and ability to learn new technologies quickly.* Excellent listening, verbal, and written communication skills.* Strong organizational and time-management abilities.* Ability to manage multiple tasks and client needs effectively.* Strong self-learning and independent problem-solving skills.* Ability to analyze information and develop practical solutions.* Innovative mindset with the ability to approach complex financial challenges creatively.* Genuine interest in helping individuals improve their financial well-being.* Ability to work independently in a remote environment.* Ability to adjust to varying schedules and working hours. ## Preferred Qualifications * Bilingual language skills are a plus.* Experience in financial counseling, consumer credit, financial education, customer service, or a related field.* Experience working with clients in person, by phone, or online.* Relevant financial counseling or consumer credit certification. ## Skills & Competencies * Financial counseling* Financial education* Client relationship management* Financial analysis* Consumer credit knowledge* Communication* Active listening* Problem-solving* Customer service* Technology proficiency* Time management* Organization* Self-motivation* Adaptability* Independent learning* Community outreach* Relationship building* Professional judgment* Innovative thinking ## Education & Experience **Education** * Bachelor's degree preferred or required equivalent combination of education and experience. **Experience** * Specific years of experience are not stated in the provided job description.* Relevant experience in financial services, counseling, customer service, education, or a related field may be beneficial. ## Work Arrangement & Schedule * **Work Arrangement:** 100% Remote* **Location:** United States* **Employment Type:** Not specified in the provided job description.* **Schedule:** Flexible; candidates must be able to adjust to varying schedules and working hours.* **Weekly Hours:** Not specified.* **Weekend Requirements:** Not specified. ## Compensation & Benefits * **Advertised Salary:** Approximately $40,000 based on the provided job title.* 401(k) retirement plan.* Generous paid time off.* Medical, dental, and vision insurance.* Life insurance.* Short- and long-term disability coverage.* Flexible Spending Account.* Public Service Loan Forgiveness eligible employer.* Opportunities to earn Certified Consumer Credit Counselor certification.* Continuous learning and professional development opportunities.* Fully remote and flexible work environment. ## Compliance / Additional Information Apprisen is an equal opportunity employer. Employment is contingent upon satisfactory completion of required credit, background, and pre-employment drug screening.