Personal Financial Counselor - New Castle, DE

About the role

Provides financial counseling services to clients seeking guidance on managing personal finances, budgeting, debt management, and investment strategies.

Responsibilities

• Conduct initial assessments to understand client financial situations and goals.
• Develop personalized financial plans and strategies tailored to individual needs.
• Provide ongoing support and advice to help clients achieve their financial objectives.
• Monitor client progress and adjust plans as necessary.
• Stay updated on financial trends and regulations impacting clients' financial health.

Requirements

• Bachelor's degree in Finance, Economics, or related field.
• Minimum 2 years of relevant experience in financial advising or similar field.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and manage multiple tasks simultaneously.

Qualifications

• Valid driver’s license and reliable transportation.
• Proficiency in Microsoft Office Suite.

Skills

• Financial planning and analysis.
• Debt management and budgeting.
• Investment strategy development.
• Client relationship management.

Benefits

• Competitive salary commensurate with experience.
• Flexible work schedule.
• Professional development opportunities.
• Health insurance coverage.
• Employee assistance program.

Pay

Salary range: $50,000 - $70,000 annually.

Schedule

Full-time, Monday through Friday, 9:00 AM - 5:00 PM.