Financial Consultant

At Workplace Options (WPO), we deliver human-centric solutions that empower people to thrive - personally and professionally. With a global team of more than 4,800 professionals, we provide real-time emotional support, therapy, coaching, mindfulness, and family services to millions worldwide. Since 1982, we’ve partnered with employers, health plans, and insurers to design flexible, forward-thinking programs that evolve alongside today’s changing workforce.

Today, we support 160 million people across 150,000 organizations, including over half of Fortune 500 companies. Now part of the TELUS Health family, we are expanding our global impact by combining decades of wellbeing expertise. Together, we’re building healthier, more resilient organizations—one person at a time.

Current opportunity: Financial Consultant

Location: US
Onsite/Hybrid/Remote: Remote
Shifts: multiple full-time available
Years of experience: 3 years financial counseling experience, preferable within the military community

What you will do:

Workplace Options have an exciting opportunity for a Financial Consultant position. This position will be an integral part of the Military OneSource Team and has you being a first point of contact for our military service members and their families when they are looking for personal financial counseling. We aim to establish a basic level of financial literacy, improve financial behaviors and habits, as well as a encourage a more sophisticated financial planning regarding more advanced financial needs.

You can take a look at the work we do to support members of our Armed Forces at http://www.militaryonesource.mil/.

Responsibilities:

• Mentor and assist all team members
• Ensure that team meets daily and monthly production goals
• Facilitate coaching meetings twice per month to review cases, provide updates, and enrich team
• Assist with face-to-face recruitment project  
• Perform TL responsibilities when TL is out of the office or on project
• Track, follow-up on, and log all complaints when requested
• Assign finance cases to the finance team
• Assist new hires to transition out of training period 
• Assist with monitoring the queues in the evening when needed  
• Reassigning QA callbacks, booked in appointments and intake callbacks during call offs  
• Assist with bi-monthly quality reviews of all team members as well as conduct monthly intake quality audits
• Promote a team environment and create a positive impact on team morale.   
• Responsible for daily production reports, including mid-day and end-of-day updates
• Monitor all tracker documents in team ( issue tracker/ SLA report finance / training / attendance list team meetings/ agenda when needed / back to training )

• US citizen
• Completed Bachelor’s Degree
• Maintain a national certification as an Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
• Must be organized, disciplined and able to multi-task
• They should personify positive customer service and maintain efficient work habits with excellent verbal and written communication skills.
• Strong ability to work with a team or group of people efficiently
• Able to handle fast paced and ever-changing environment while meeting production and quality standards for current position
• Knowledge around specific financial programs and benefits, including but not limited to bankruptcy, budgeting, debt management, credit, basic investments, financial planning, financial report review (credit report), foreclosure prevention, home buying, small business, personal income taxes and military financial literacy (SBP, SGLI, VGLI, SCRA, BRS, TSP)

What we offer:

At Workplace Options, we don’t just deliver wellbeing services to our clients, we champion wellbeing for our own employees as well. Examples of our benefits and commitment to employee wellbeing include:

Full benefits package, Paid time off, 401k match, Training/tuition reimbursement, Gym reimbursement, Wellness rewards, Access to EAP benefits and all WPO services, Mentorship Program, Employee exchange program, Comprehensive training provided for this position.

At Workplace Options, we are committed to and are accountable for building a workplace where individuals feel empowered to bring their whole selves to work, free from judgment or fear of discrimination. We understand that having a diverse organization is only the beginning and it will require nurturing and care to thrive.  We will continue to take action to ensure we achieve equitable and measurable outcomes.

We strive to cultivate a space where diverse voices are not only heard but actively sought out and valued for the unique insights they bring. By embracing and promoting authenticity, we aim to build a vibrant and inclusive community that fosters collaboration, innovation, belonging and personal growth.

For further details about WPO please check out our website www.workplaceoptions.com and this short video gives a great overview of what we do https://youtu.be/hJEOFUJ6QHU

 

Workplace Options collects and processes personal data in accordance with applicable data protection laws. If you are a European job applicant, refer to our Privacy Notice for further details (https://www.workplaceoptions.com/privacy-notice-for-recruitment/).