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Financial Counselor
3 weeks ago
RSC2 Catonsville, United StatesJob Description · Job DescriptionDescription: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 ...
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Dundalk Renaissance Corporation Dundalk, United StatesNOW HIRING: · HUD-Certified Housing and Financial Counselor - Dundalk Renaissance · Summary · The Housing and Financial Counselor is responsible for conducting financial capabilities and pre-purchase housing counseling, education and credit counseling services, including administ ...
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Personal Financial Counselor
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Magellan Health Aberdeen, 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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Assistant Director of College Counseling 24-25
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Friends School of Baltimore Baltimore, United StatesFriends School of Baltimore is a Quaker, co-educational, college preparatory school, Pre-K · through Grade 12, in Baltimore City, enrolling 803 students, 44% of whom identify as children of · color. We are guided by the Quaker ideals of simplicity, peace, integrity, community, eq ...
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Trainee Sales Manager
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Pre-Primary Extended Day Head Counselor
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Rehabilitation Counselor
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Administrative Assistant
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BBH Sequoia
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Hematology and Oncology
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Financial Eligibility Specialist
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Manager of Career and College Advising
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KIPP Baltimore Schools Baltimore, United StatesJob Description · The Manager of Career and College Advising (MCCA) prepares KIPP alumni to successfully matriculate to postsecondary pathways that will lead them to careers of highest aspiration. Using data analysis and effective counseling strategies, the MCCA guides students ...
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Friends School of Baltimore Baltimore, United StatesRole Overview · Friends School of Baltimore a Quaker, co-educational, college preparatory school, Pre-K through Grade 12, enrolling 800 students, · seeks a Sr. Associate Director of Admission and Financial Aid to begin in July 2024. Reporting directly to the Director of Enrollm ...
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Extended Day Head and Assistant Counselors
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Enrollment Counselor
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Stevenson University Baltimore, United States Full timePosition Summary · The Enrollment Counselor (EC) is responsible for recruiting and enrolling qualified new students for Stevenson University Online (SUO) degree and certificate programs. The EC is assigned a portfolio of academic programs and is cross-trained to provide recruitin ...
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Manager - Post Secondary Advising
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Manager - Post Secondary Advising
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Baltimore City Public School System Baltimore, United StatesProvides program implementation and management guidance and support for Post-Secondary Advising initiatives working to ensure that every student will be linked to a post-secondary opportunity after the completion of high school. The position supports the Staff Specialist - Post S ...
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Medicaid Billing Specialist
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Catholic Charities of The Archdiocese of Washington Baltimore, United StatesORGANIZATION OVERVIEW: At Catholic Charities of the Archdiocese of Washington, your knowledge and service in areas such as immigrants and refugees, mental health, social work, employment and adult education, legal and financial services, health care, food assistance, shelter and ...
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Senior .Net Developer
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GEICO Baltimore, United StatesGEICO's Digital Experience B2C Umbrella organization is seeking an experienced Engineer with a passion for building high-performance, low maintenance, zero-downtime platforms, and applications. This position will support our C# .NET Customer and Counselor applications and ultimat ...
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EAP Counselor
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Lifeworks Services Baltimore, United StatesTELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being prov ...
Financial Counselor - Baltimore, United States - RSC2 Inc.
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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), NCRequirementsThe 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 are REQUIRED to possess and maintain a nationally recognized and accredited Financial Counselor certification in accordance with DoDI 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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