Personal Financial Counselor - Topeka, KS

About the role

Provides financial counseling services to clients seeking guidance on personal finance matters.

Responsibilities

• Conduct initial assessments to understand client needs and goals.
• Develop personalized financial plans and strategies.
• Offer advice on budgeting, saving, investing, and debt management.
• Monitor progress and adjust plans as necessary.
• Communicate regularly with clients to ensure satisfaction and address concerns.

Requirements

• Bachelor's degree in Finance, Economics, or related field.
• Minimum 2 years of relevant work experience in financial advising or similar field.
• Proven ability to build and maintain strong client relationships.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite.

Qualifications

• Strong analytical and problem-solving skills.
• Ability to manage multiple tasks and prioritize effectively.
• Knowledge of financial products and services.
• Passion for helping others achieve their financial goals.

Skills

• Financial planning and analysis.
• Client relationship management.
• Financial product knowledge.
• Communication and interpersonal skills.

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 position with flexible hours to accommodate client needs.