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SUMMARY
Must be CFP certified or 4-6 months from exam date. Provides accurate, relevant, and helpful information to assist clients and potential clients regarding their personal finances. Assists clients and potential clients in developing short-term and long-term financial goals. The counselor will administer remedial, productive, and preventative, counseling sessions via telephone, internet or in-person consultation by performing the following duties.
**Spanish Preferred
ESSENTIAL DUTIES AND RESPONSIBILITIES
To perform this job successfully, an individual must be able to perform each of the essential duties listed below. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
ADVANCED PLANNING
BALANCE is a 501(c)(3) nonprofit that educates individual consumers about general financial and investment concepts. We do not provide securities advice because BALANCE is not a Registered Investment Advisory (RIA) firm.
Skills / Abilities
Excellent Oral and Written Communication Building Collaborative Relationships
Customer Orientation Diagnostic Information Gathering
Conceptual Thinking Technical Expertise
Initiative Personal Credibility
EDUCATION and/or EXPERIENCE
Bachelor's degree (BA or BS) from four-year university or college and a minimum of one to two years related experience and/or training (EAP, financial services, counseling, banking, credit and/or collection).
CERTIFICATES, LICENSES, REGISTRATIONS.
Must successfully pass and obtain the following certifications within six months of employment:
OTHER SKILLS
Bilingual capabilities a plus
WORK ENVIRONMENT
This is a full-time telework position. Must have a fixed desk, workstation, or home office in a non-public setting. Must have a strong internet connection (no Satellite or Wireless Internet Service) and plug company-provided equipment directly into the router/modem.
Occasional travel may be required. Must be available to travel up to 20% of the time.
Full Time
Lending & Credit
$51k-69k (estimate)
05/21/2024
07/20/2024
balancepro.org
SANTA ROSA, CA
50 - 100
1969
NGO/NPO/NFP/Organization/Association
RICO DELGADILLO
$5M - $10M
Lending & Credit
Balance Finance Fitness Program is a provider of debt management solutions.