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University of Maryland, Baltimore Baltimore, United States**The Office of Academic Affairs, Enrollment Administration/Student Financial Assistance** for the **University of Maryland, Baltimore (UMB)** has an exciting opportunity for a **Student Counselor Associate.** Under direct supervision, the Student Counselor Associate performs ent ...
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Financial Counselor
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Financial Counselor
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Magellan Health Baltimore, United StatesThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include educat ...
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Magellan Health Baltimore, United StatesThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include educat ...
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Personal Financial Counselor
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Magellan Health Aberdeen Proving Ground, United StatesThis position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal fina ...
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Community Health Worker
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Akila Cares Baltimore, United States_Psychiatric Rehabilitation Counselor /Coordinator_ · - **AKILA CARES, LLC**_ · **REHABILITATION COORDINATOR** · **Qualifications** · - Have, at a minimum, a high school diploma **or **equivalency diploma; · - Have a valid Driver's License and an automobile; · - Have 40 hours of ...
Financial Counselor - Baltimore, United States - RSC2 Inc.
Description
Founded in 2009, RSC2, Inc. is a Small Business Administration (SBA) Certified HUBZone Professional Services company headquartered in Baltimore, Maryland. RSC2 provides breakthrough expertise, support services, and technologies to make operations, programs and systems of record perform better. Our professional staff is trained to provide world-class services to all types of customers. We uphold the integrity and quality of our work so you can expect only the best from us.We are looking for a Financial Counselor to join our growing team at either Fort Hood (Cavazos), TX or Fort Bragg (Liberty), NC
Requirements
The Financial Planning Counselor is the SFL-TAP Center's principal provider of financial planning to transitioning Service Members and their Family Members.
The specific duties of the SFL-TAP Financial Planning Counselor include but are not limited to:
Provide financial planning workshops and individual financial counseling to meet the needs of transitioning Soldiers and Family Members prior to their transition from the Active Army or Reserve Components.
Provide information on banking, debt management, health care, college saving plans, home ownership, budgeting, use of credit, insurance, investing, tax and estate planning, and other matters that impact the financial readiness of transitioning Soldiers/Families.
Conduct 4-6-hour financial planning workshops using existing curriculum to groups of approximately 50 Soldiers and Family Members in connection with mandatory SFL-TAP VOW/CRS activities which includes a budget.
Coordinate use of classroom, set-up of classroom, and provision of training materials, regularly provide follow-up one-on-one financial counseling to clients who request assistance.
During financial counseling, address the specific needs and interests of Soldiers and Family Members, including the evaluation of individual or family income and expenditures and recommendations for short- and long- term actions to achieve financial goals.
Assist clients in managing complex financial issues, e.g., relocation, asset allocation, transition/retirement, eviction, garnishment, repossession, etc., and coordinate solutions with applicable military and civilian agencies.
Prepare monthly reports describing all financial planning activities and record the number of transitioning Soldiers and Family Members attending workshops and individual sessions.
Participate in workgroups with other financial planners.Assist CIM with delivering Commanders reports and notifying clients of eligibility to begin services while also notifying clients of missed requirements for VOW/CRS.
Other duties:
complete all mandatory Government training; safeguard PII; file records according to ARIMS; upload information into iPERMS (after training received from the Government); participate in sustainment training events as offered.
Participate in marketing activities and employment events as directed by the CIM.Education and Experience :
Baccalaureate degree from an accredited college/university or a combination of education and experiences amounting to 1,000 hours of experience in financial counseling which qualify the applicant for employment as a personal financial counselor.
Applicants must successfully undergo a background investigation (National Agency Check)
Ability to manage client caseload, conducting group financial planning workshops and one-on-one financial counseling either face-to-face or virtually, generating training materials, maintains intensive problem solving skills, conducting individual budget preparation work, as well as the ability to schedule, coordinate, and set-up classroom including audio-visual requirements.
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