Personal Financial Counselor - Savannah, GA

About the role

Provide comprehensive financial counseling services to clients in Savannah, GA. Assist clients in understanding their financial situations, develop personalized financial plans, and implement strategies to achieve their goals.

Responsibilities

• Conduct initial assessments and gather client financial information
• Develop and present financial plans tailored to individual needs
• Monitor progress towards financial goals and make adjustments as necessary
• Offer guidance on investment options and retirement planning
• Stay updated on financial regulations and industry trends

Requirements

• Bachelor's degree in Finance, Economics, or related field
• 2+ years of relevant experience in financial advising or similar role
• Strong analytical and communication skills
• Ability to work independently and manage multiple tasks
• Valid driver’s license and reliable transportation (due to travel requirements)

Qualifications

• Comprehensive knowledge of financial products and services
• Experience with financial software and tools
• Excellent interpersonal and customer service skills
• Passion for helping others achieve financial stability

Skills

• Financial analysis
• Client relationship management
• Problem-solving
• Time management

Benefits

• Competitive salary
• Paid time off
• Health insurance
• Professional development opportunities

Pay

$50,000 - $60,000 annually

Schedule

Full-time, Monday through Friday, 9 AM - 5 PM