MonroeRecruiter
the smart solution for Monroe jobs

Certified Personal Financial Counselor

Company: Zeiders Enterprises
Location: Monroe
Posted on: December 28, 2018

Job Description:

Requisition Number 17-0178 Post Date 12/5/2018 Title Certified Personal Financial Counselor Work Hours Standard Office Hours City Monroe State LA Description Zeiders is an industry leader in military and family support. Our company's reputation is based on providing top quality service with exceptional, dedicated employees. This approach has earned client confidence and repeat business from satisfied customers. Headquartered in Woodbridge, VA, Zeiders' employees support clients worldwide in behavioral health, military family resiliency, work-life education programs, and related services. We seek individuals with strong passion for what we do and our commitment to quality service. Job Summary: The Personal Financial Counselor (PFC) program is seeking qualified individuals to work full-time with Service Members and their families on personal financial issues such as budget planning, credit management and debt reduction, as well as retirement and estate planning. These full-time positions are located on military installations throughout the continental Unites States and selected overseas locations. Principal Responsibilities: The majority of Service Members and their families will require financial counseling and education to assist with establishing a basic level of financial literacy, good financial behavior and habits, long term financial planning to include retirement planning. The PFCs will be responsible for: Identifying immediate and long range measures to increase income, reduce household expenditures, and avoid additional financial burdens. Personal budget/financial planning to reduce, eliminate, and avoid debt and to achieve solvency and stability. Teaching Service members (and their families) money management techniques to encourage them to live within their means. Understanding credit, finance charges, interest rates and the implications of only paying the minimum amount each month. Educating military families on the importance of maintaining excellent credit histories and ratings. Establishing, monitoring, and protecting their credit. Teaching Service Members to make informed decisions and to be aware of associated costs such as insurance, maintenance, fuel costs, etc. Educating and counseling Service Members - about their retirement systems and providing financial models to assist them in establishing a comprehensive retirement plan. Assisting with tax planning. Teaching Service Members and their families how to save for emergencies, unanticipated contingencies, and both short and long-term goals. Other duties as assigned. PFCs will traditionally provide support in one of three ways. Any combination of the three may be requested by the installation coordinator. Face-to-Face financial counseling: PFCs support and educate individuals and families to help address specific needs, including provision of appropriate resource referrals. Financial briefings: Facilitate briefings designed to promote awareness and educate Service Members and their families on various personal finance topics. PFCs facilitate requested briefings using a library of approved presentations and handouts on a variety of financial topics. Resource table: PFCs perform outreach and engage event attendees in conversations about setting financial goals, guidance to appropriate resources, as well as discussions on all areas of personal finance. REQUIRED QUALIFICATIONS: A minimum of a Bachelor's degree coupled with 3 years of experience in financial counseling or education. A national certification as an Accredited Financial Counselor (AFC) OR Certified Financial Planner (CFP) OR Chartered Financial Consultant (ChFC). Counselors shall maintain a valid, unrestricted motor vehicle license. Demonstrated experience in utilizing MS Office products (Excel, Word, PowerPoint). A criminal history background check that includes a credit check, education and employment verification as well as an FBI fingerprint check are required to work in this program. DESIRED QUALIFICATIONS: Previous military experience (including military spouses and/or as a service provider) Ability to travel up to 10% including some weekends with advanced notice. Ability to facilitate financial workshops and trainings to large groups and ability to tailor presentations to audiences as needed. Knowledge, skills, and abilities such as: Working knowledge of military, state, federal, and local resources. Understanding, sensitivity, and empathy for Service members and their family members. Ability to develop trusting helping relationships. Ability to work effectively with individuals and families from diverse racial, ethnic, and socioeconomic backgrounds. Ability to use sound professional judgment, ethical practice, and common sense. Ability to develop, implement, and evaluate financial needs of individuals and families. Other Skills and Abilities: All positions that require access to U.S. Government facilities and systems require U.S. Citizenship, and reliable transportation to travel to assigned locations and nearby facilities. Physical Demands: Sits, stands, bends, lifts, and moves intermittently during working hours. The employee must occasionally lift and/or move up to 40 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet. Zeiders Enterprises, Inc. is an Equal Opportunity Employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Please view Equal Employment Opportunity Posters provided by OFCCP here . The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Please view Equal Employment Opportunity Posters provided by OFCCP here. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: Zeiders Enterprises, Monroe , Certified Personal Financial Counselor, Accounting, Auditing , Monroe, Louisiana

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Final Expense Agent - Cash Bonuses Paid
Description: NATIONAL DIRECT OFFERS LICENSED LIFE INSURANCE AGENTS TOP COMPENSATION WE ARE EXPANDING OUR REGIONS NATIONWIDE AND WE ARE LOOKING FOR AGENTS AND AGENCIES WHO ARE READY TO RECEIVE A RAISE br br OUR (more...)
Company: National Direct Agents
Location: Shreveport
Posted on: 01/12/2019

Bookkeeper
Description: Company looking for an experienced Bookkeeper with 2-3 years experience performing
Company:
Location: Shreveport
Posted on: 01/11/2019

Customer Service Representative (Sales / Finance)
Description: Overview and Responsibilities br br Customer Service Representatives are involved in an on-the-job training program to enhance skills and encourage internal advancement. In this front-facing role, (more...)
Company: Republic Finance
Location: Bossier City
Posted on: 01/20/2019


Customer Service Representative (Sales / Finance)
Description: Overview and Responsibilities br br Customer Service Representatives are involved in an on-the-job training program to enhance skills and encourage internal advancement. In this front-facing role, (more...)
Company: Republic Finance
Location: Bossier City
Posted on: 01/17/2019

Finance Director
Description: CITY OF NATCHITOCHES JOB OPPORTUNITY --Finance Director --- Finance Department -- --This position performs a variety of complex supervisory, professional, administrative and technical
Company: City Of Natchitoches
Location: Alexandria
Posted on: 01/18/2019

Hop Along your way to Financial Freedom ...TODAY!
Description: Are you ready to hop your way to financial freedom today Great Heres your chance. We are currently
Company: Royalty Inc.
Location: Monroe
Posted on: 01/11/2019

Experienced Tax Advisor - Block Advisors
Description: Experienced Tax Advisor - Block Advisors Seeking growth oriented, experienced Tax Preparers/Advisors to join our network of professionals, serving clients with diverse tax and business services needs (more...)
Company: H&R BLOCK
Location: Bossier City
Posted on: 01/16/2019

Public Accountant -
Description: Public accounting firm is looking for someone with Audit,
Company:
Location: Shreveport
Posted on: 01/11/2019

Tax Accountant
Description: Public Accounting firm looking for a Tax Professional with
Company:
Location: Shreveport
Posted on: 01/11/2019

Finance Director
Description: Our client is looking for a Finance Director to join their team. The Finance Director is responsible for planning, directing and controlling the financial, accounting, and budgetary functions. The Finance (more...)
Company: Robert Half International
Location: Monroe
Posted on: 01/18/2019

Log In or Create An Account

Get the latest Louisiana jobs by following @recnetLA on Twitter!

Monroe RSS job feeds