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Certified Personal Financial Counselor

Rapier Solutions

Certified Personal Financial Counselor

San Antonio, TX
Full Time
Paid
  • Responsibilities

    Job Description

    Rapier Solutions seeks an experienced certified Personal Financial Counselor (PFC) for a full-time position to provide financial counseling and information services to Active and Reserve Service Members and eligible dependents. Selected candidate will provide personal financial services that promote financial stability and resilience, education, and awareness. Position offers full-time benefits. No Sales. Selected candidate must have two years' experience in financial education counseling and possess an AFC ©, CFP ™ or ChFC © certifications, and a bachelor's degree. Understanding of military structure, culture, and values preferred. Duties: * Develop, brief, and counsel Service members and their families on financial matters that support financial readiness * Provide outreach, and training presentation curriculum to diverse audiences. * Provide Face-to-Face financial counseling - Support and educate individuals and families to help address specific needs, including the provision of appropriate resource referrals. * Provide financial briefings - Facilitate briefings designed to promote awareness and educate Service members and their families on various personal finance topics. Facilitate requested briefings using a library of approved presentations and handouts on a variety of financial topics. * Perform Event Outreach - outreach and engage event attendees with conversations about setting financial goals, guidance to appropriate resources, as well as discussions on all areas of personal finance. Requirements: * Baccalaureate degree from an accredited college * Accredited Financial Counselor (AFC); or Certified Financial Planner (CFP); or Chartered Financial Consultant (ChFC) Financial certification with two years' experience. * Excellent oral and written communication skills * Be a US Citizen * Ability to pass State Criminal History Repository (SCHR) checks, credit, and FBI fingerprint check * Ability to pass a National Agency Check with Written Inquiries (NAC-I) and Childcare National Agency Check with Inquiries (CNAC-I) background investigations. Company Description About Rapier Solutions: Rapier Solutions is a national Consulting firm with a commitment to quality, employees, and customer service. Since our inception in 2002, we provide a history and commitment to implementing statements of work as promised and receiving outstanding job performance evaluations. For our employees, we offer a close-knit network of support, great environment, and superior benefits. With an excellent client relations foundation, we promise to provide the best consulting and staffing solutions at the best value. Since 2009, we've embraced ISO standards and hold ISO 9001:2008 Quality Management Systems and ISO 27001:2013 Information Security Policy Management Certifications for the ease of our clients and employees. Rapier Solutions, Inc. is an Equal Employment Opportunity (EOE)/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. Rapier Solutions, Inc. is a drug-free workplace.

    Company Description

    About Rapier Solutions:\r\n\r\nRapier Solutions is a national Consulting firm with a commitment to quality, employees, and customer service. Since our inception in 2002, we provide a history and commitment to implementing statements of work as promised and receiving outstanding job performance evaluations. For our employees, we offer a close-knit network of support, great environment, and superior benefits. \r\n\r\nWith an excellent client relations foundation, we promise to provide the best consulting and staffing solutions at the best value. Since 2009, we've embraced ISO standards and hold ISO 9001:2008 Quality Management Systems and ISO 27001:2013 Information Security Policy Management Certifications for the ease of our clients and employees.\r\n\r\nRapier Solutions, Inc. is an Equal Employment Opportunity (EOE)/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.\r\n\r\nRapier Solutions, Inc. is a drug-free workplace.