Financial Planning Role
As a key member of our team, you will play a vital role in helping transitioning Service Members and their families achieve financial stability during their transition to civilian life.
Key Responsibilities:
* Deliver comprehensive financial planning workshops to groups, covering essential topics such as budgeting, debt management, insurance, and investing.
* Provide personalized financial guidance to transitioning Service Members and their families, enabling them to assess income, expenditures, and create actionable financial objectives.
This is an exciting opportunity for a dedicated professional to join our team and support the military community. You will benefit from a collaborative culture, career development opportunities, and the chance to make a positive impact on the lives of those who have served our country.
We are seeking a highly motivated individual with a Bachelor's degree in accounting, finance, or a related field, and a nationally recognized and accredited financial certification. Your proven experience in financial planning, combined with your ability to manage client caseloads and conduct group workshops and one-on-one sessions, will be invaluable to our team.
Candidates must possess excellent communication and interpersonal skills, with the ability to work effectively with diverse groups and individuals.
We offer a supportive and inclusive work environment, with opportunities for professional growth and development. If you are passionate about making a difference in the lives of others, we encourage you to apply for this rewarding role.