Financial Counselor

Three Wire Systems

45d•Remote

About The Position

Provide coaching, care coordination, referral and appointing services to clients enrolled in the VA Caregiver Legal and Financial program. Provide services via phone, text and video and a case management system for case notes, appointing, and other documentation.

Requirements

Interpersonal Effectiveness: Understands oneself, effectively manages emotions, listens and communicates with respect, and builds trusting relationships.
Accountability: Meets established expectations and takes responsibility for achieving results; encourages others to do the same.
Collaborates: Engages others by gathering multiple views and being open to diverse perspectives, focusing on a shared purpose that puts the client and program overall success first.
Effectively Leverages Resources: Create exceptional outcomes, embraces change, and constructively resolves barriers and constraints.
Financial Knowledge: Have a strong understanding of financial terminology.
NACCC
CCC, Credit Counselor Certification
CFC, Financial Counselor Certification
CFHC, Financial Health Counselor Certification
AFCPE
AFC, Accredited Financial Counselor
Associate degree or equivalent experience.
Concentration/Attentiveness
Respond to unpredictability
High Level of Record Keeping
High Pressure for Results
Independent Judgment and Discretion
Organize and Prioritize
Manage Multiple Projects/Tasks
Read, Comprehend and Follow Instructions/Work Orders
Relate to Others

Responsibilities

Responsible for assessing needs of participating clients to inform the development of personal plans in various areas including financial information and benefits navigation aimed at improving their overall well-being.
Responsible for tracking, monitoring, and documenting all coaching sessions and related services within the case management system.
Provide web-assisted audio or video coaching to utilize motivational interviewing, solution focused techniques, and other related skills to assist clients in obtaining the desired information, resources, and assistance.
Work with clients to develop personal goal plans and identify actions steps for completing their plans.
Provide connections to appropriate resources and make necessary referrals for facilitating goal attainment.
Complete ongoing training as required by customer and MyAdvisor