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Financial Counselor - Advanced Planning - CFP
Social Services · Balance · Portland, ORSUMMARY Must be CFP certified or 4-6 months from exam date. Provides accurate, relevant, and helpful information to assist clients and potential clients regarding their personal finances. Assists clients and potential clients in developing short...5 days ago on ApplicantPROTools -
Financial Counselor - Spanish Required
Social Services · Balance · Tulsa, OKBALANCE is currently looking for Financial Counselors to work fully Remote Bilingual Spanish Preferred. Hours are 9AM-6PM Pacific In this position you will be responsible for answering questions and conducting counseling sessions via telepho...2 weeks ago on ApplicantPROTools -
Financial Counselor - Advanced Planning - CFP
Social Services · Balance · Phoenix, AZSUMMARY Must be CFP certified or 4-6 months from exam date. Provides accurate, relevant, and helpful information to assist clients and potential clients regarding their personal finances. Assists clients and potential clients in developing short...Over 4 weeks ago on ApplicantProTools