Three Wire Systems logo
Three Wire Systems

Connect. Protect. Secure.

Financial Counselor

CounselorCounselorOtherRemoteTeam 51-200Since 2006H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

85 days ago

Salary

0

No structured requirement data.

Job Description

Financial Counselor

Three Wire Systems

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Provide coaching, care coordination, referral and appointing services to clients enrolled in the VA Caregiver Legal and Financial program. Provide services via phone, text and video and a case management system for case notes, appointing, and other documentation. Shift: Monday-Friday, 1:30pm-10pm EST - Responsible for assessing needs of participating clients to inform the development of personal plans in various areas including financial information and benefits navigation aimed at improving their overall well-being. - Responsible for tracking, monitoring, and documenting all coaching sessions and related services within the case management system. - Provide web-assisted audio or video coaching to utilize motivational interviewing, solution focused techniques, and other related skills to assist clients in obtaining the desired information, resources, and assistance. - Work with clients to develop personal goal plans and identify actions steps for completing their plans. - Provide connections to appropriate resources and make necessary referrals for facilitating goal attainment. - Complete ongoing training as required by customer and MyAdvisor. Qualifications - Associate degree or equivalent experience. - NACCC - CCC, Credit Counselor Certification - CFC, Financial Counselor Certification - CFHC, Financial Health Counselor Certification - AFCPE - AFC, Accredited Financial Counselor Requirements - Interpersonal Effectiveness: Understands oneself, effectively manages emotions, listens and communicates with respect, and builds trusting relationships. - Accountability: Meets established expectations and takes responsibility for achieving results; encourages others to do the same. - Collaborates: Engages others by gathering multiple views and being open to diverse perspectives, focusing on a shared purpose that puts the client and program overall success first. - Effectively Leverages Resources: Create exceptional outcomes, embraces change, and constructively resolves barriers and constraints. - Financial Knowledge: Have a strong understanding of financial terminology. Benefits - Medical, Dental, & Vision - 401k - Life Insurance - HSA & FSA - Short-term & long-term disability - Paid time-off - Work/life balance

Job Requirements

  • Associate degree or equivalent experience.
  • NACCC
  • CCC, Credit Counselor Certification
  • CFC, Financial Counselor Certification
  • CFHC, Financial Health Counselor Certification
  • AFCPE
  • AFC, Accredited Financial Counselor
  • Interpersonal Effectiveness: Understands oneself, effectively manages emotions, listens and communicates with respect, and builds trusting relationships.
  • Accountability: Meets established expectations and takes responsibility for achieving results; encourages others to do the same.
  • Collaborates: Engages others by gathering multiple views and being open to diverse perspectives, focusing on a shared purpose that puts the client and program overall success first.
  • Effectively Leverages Resources: Create exceptional outcomes, embraces change, and constructively resolves barriers and constraints.
  • Financial Knowledge: Have a strong understanding of financial terminology.

Benefits

  • Medical, Dental, & Vision
  • 401k
  • Life Insurance
  • HSA & FSA
  • Short-term & long-term disability
  • Paid time-off
  • Work/life balance

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