What are the responsibilities and job description for the Financial Counselor position at EKIN Solutions?
Ekin is a pack of curious programmers working to create a productive environment. They will sharpen your skills and add to your expertise. The people here find joy in helping each other. We believe in collaborative work as every contribution could add to big wins. We also nurture new ideas. JOIN US and contribute to our innovative solutions. With our work culture and excellent team mates, explore new opportunities and add value to our technologies creating a lasting impact.
Perks and Benefits
Happy Workplace = Productive Workplace
We understand the importance of work-life balance. At Ekin we have flexible work hours and work from home opportunities. It not all work here, with your team you will be participating in events like hackathons, happy hours, meet-ups and game nights.
Health and Wellness
We offer different health insurances for you and your family. We arrange various events promoting health. At our canteen you can enjoy some healthy diet. We have separate leave policies for health emergencies.
Stay Informed
At Ekin we keep our employees informed with details necessary for them to work smoothly. With monthly newsletters and quarterly meetings we inform our employees both achievements and failures of the company.
Community Support
Our excellent team coordinates and volunteer at specialized workshops of customers and take part in community activities like helping old age homes, running for a cause, etc..
Key Responsibilities
- Conduct 6-hour financial planning workshops from Government-furnished curriculum to groups of approximately 50 Soldiers and Family Members.
- Provide follow-up one-on-one financial counseling to roughly 30% of transitioners, face-to-face or virtually.
- Advise on banking, debt management, health care, college savings, home ownership, budgeting, credit, insurance, investing, tax and estate planning.
- Evaluate individual and family income and expenditures and recommend short- and long-term actions.
- Assist clients with complex financial issues — relocation, asset allocation, transition and retirement, eviction, garnishment, repossession — and coordinate solutions with military and civilian agencies.
- Deliver the Criterion-Based Post-Transition Financial Plan and provide substantive feedback in accordance with DoDI 1332.35 and DoDI 1322.34.
- Prepare monthly reports on financial planning activity and attendance; participate in financial planner workgroups.
- Coordinate classroom use, set-up and training materials including audio-visual requirements.
- Complete mandatory Government training, safeguard PII, file per ARIMS.
Required Qualifications
- Baccalaureate degree from an accredited college or university, OR a combination of education and experience amounting to 1,000 hours of financial counseling experience.
- A nationally recognized and accredited Financial Counselor certification (AFC, CFP or equivalent) in accordance with DoDI 1322.34 — OR evidence of passing the certification examination within six months of employment. THIS IS NON-WAIVABLE.
- US citizenship and successful National Agency Check background investigation.
- Demonstrated ability to manage a client caseload and conduct both group workshops and one-on-one counseling.
- Individual budget preparation experience.
Preferred Qualifications
- AFC (Accredited Financial Counselor) certification already held.
- Prior military financial readiness or SFL-TAP experience.
- Experience delivering financial workshops virtually.
How to Apply
Travel/re-location possible. To apply, email your resume — hr@ekinsolutions.com.