Financial Services Specialist

About Our Client

The organization operates in the financial education and counseling industry, addressing challenges in personal money management and financial well-being. Since 1955, it has provided financial counseling, community outreach, and education to over a million families and individuals, aiming to improve financial stability and success.

About the Opportunity

The Financial Services Specialist role focuses on engaging with clients to assess their financial situations and deliver personalized guidance. This position supports clients in achieving financial stability through tailored action plans and solutions. The role also involves community outreach to provide financial education, contributing to the organization's mission to enhance financial well-being.

Responsibilities

• Engage with clients in person, by phone, and online to build trust and relationships.
• Analyze clients' financial information to develop personalized action plans.
• Present tailored financial options and solutions to empower clients.
• Represent the organization in community settings to provide financial education.

Requirements

• Bachelor's degree or equivalent work experience and education.
• Strong computer skills and ability to adapt to new technologies.
• Innovative mindset to develop solutions to challenges.
• Excellent listening, verbal, and written communication skills.
• Strong self-motivation and ability to learn independently.
• Effective time management and organizational skills.
• Willingness to work flexible schedules.
• Passion for helping others; bilingual proficiency is a plus but not required.

Benefits

• 401(k) retirement plan
• Medical, dental, and vision insurance
• Generous paid time off plan
• Life insurance
• Short and long-term disability insurance
• Flexible spending account
• Public student loan forgiveness eligibility