Financial Counselor Alameda, CA
Job description
Personal Financial Counselor
My Secure Advantage – mysecureadvantage.com
We exist to equip and empower people to take charge of their financial future.
About us:
MSA is the national leader in financial well-being services. We are a small but strong company with a rockstar 32+ year track record of providing transformational financial coaching to employees of companies like T-Mobile, Nissan, Adobe, and over seventy of the Fortune 100.
On average we see our members:
- Crush $4,928 in debt
- Boost credit scores by 54 pts
- Add $6,328 in emergency savings accounts
- Swell retirement savings by more than 4.4% per year
- Rescue $890 in monthly discretionary income
About the role:
This position will provide personal financial services at assigned military installations. Primary responsibilities include offering the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact to assure that the program is providing within scope and meets the needs of the installation.
We think you’ll love our team! We hold each other accountable for aiming high while giving grace for mistakes. We are people of compassion and integrity who thrive on teamwork. We recognize core strengths and set each other up for success, celebrating career growth and encouraging everyone to reach their full potential.
On a typical day you might:
- Provides personal financial counseling and management services directly to adults, children, and youth of service members.
- Provides individualized financial counseling and assistance to service members and families.
- Assists service members in establishing an extended absence financial plan.
- Develops and makes available informational financial materials to service members and families.
- Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military life cycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
- Responds to requests for age‐appropriate classes or seminars to youths and teens as part of on-base education.
- Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer which may be offered as an adjunct to face-to-face counseling in situations where service members and families are unable to attend in person.
- Manages duty to warn and restrict reporting situations according to Department of Defense (DoD) protocol and staffs the cases with leadership.
- Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
- Participates in regular in-services/training, quality Improvement committees or other contract activities as assigned/appropriate.
- All other duties as assigned.
What you bring to the table:
- Must be a U.S. citizen and speak fluent English.
- Bachelor's Degree in a relevant field from an accredited university or 4+ years of combined education and experience.
- Be able to obtain a favorably adjudicated Tier 1 investigation.
- Must have Accredited Financial Counselor (AFC) certification and 5 years of financial experience OR have one of the following certifications: Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC).
- Must have over a thousand hours of financial counseling experience.
- This is an hybrid position, primarily onsite with limited remote work available
Here’s what we offer our team members:
- Growing Financial Services environment
- Pay ranging from $70,000-$90,000 per year
- Free access to our transformational MSA Financial Coaching
- Opportunities for career growth and working on meaningful projects
- Medical, Dental, Vision, Life, 401(k) benefits
- Great team culture
My Secure Advantage, Inc. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Job Type: Full-time
Pay: $70,000.00 - $90,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Employee assistance program
- Employee discount
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
