ComPsych

FinancialConnect Specialist

ComPsych

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $40,000 - $50,000 per year

About the role

  • Telephonically act as an advisor/consultant providing financial resource guidance, resources and information to clients on a variety of issues including budgeting, debt management, taxes and retirement planning
  • Ability to evaluate, troubleshoot, research and follow-up on client questions and concerns in a timely manner or period of time
  • Analyzing financial information/resources and providing clients with financial strategies
  • Work independently on tasks with the ability to foster a team environment in the sharing of knowledge and resources
  • Participate or lead other special projects as assigned

Requirements

  • Bachelor’s Degree in Finance, Business, or Accounting Required
  • Current CPA, CFP or other finance certification/licensure preferred
  • Proficiency in Microsoft Office Suite
  • Motivated self-starter with exceptional communication skills and a strong focus on customer service
  • Quick thinking, high energy, positive, and professional, with demonstrated multi-tasking and critical thinking skills
  • Must have high-speed internet and workspace free from distraction, disruption or noise
  • Ability to be on camera when attending work related trainings, meetings and/or events
  • Must be able to sit or stand at desk for prolonged periods of time while working on a computer
Benefits
  • Full benefits package, including Paid Time Off (PTO)
  • medical
  • dental
  • vision
  • 401(k) with match
  • robust EAP
  • wellness program
  • and much more
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysisbudgetingdebt managementtax planningretirement planningMicrosoft Office Suite
Soft Skills
communication skillscustomer servicecritical thinkingmulti-taskingteamworkself-starterquick thinkingpositive attitudeprofessionalism
Certifications
Bachelor’s Degree in FinanceBachelor’s Degree in BusinessBachelor’s Degree in AccountingCPACFP