[Hiring] FinancialConnect Specialist @ComPsych Corporation

Role Description

The Financial Specialist will provide telephonic financial guidance and resources to a diverse population of clients on a variety of issues. As the worldwide leader in Employee Assistant Programs (EAP), this is an exceptional growth opportunity to use your financial skills to help clients navigate personal challenges.

• 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.
• 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.

Qualifications

• 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

Requirements

• 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
• The salary range for this position is 40,000-50,000 (USD). The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, and scheduled hours.