Financial Counselor Job Description


A financial counselor may serve clients in a number of capacities. Credit counselors who help people consolidate bills are referred to as financial counselors. Consulting firms that recommend retirement investments hire financial counselors, as do mortgage and banking companies. Most financial counselors have a 2-year associate's degree in finance or a 4-year degree in accounting. Designations, such as the Financial Counselor Certification, are required in some financial counselor job descriptions.


  • Most financial counselors work in an office environment behind a desk. Clients make appointments and come to the office.


  • Travel is rare for financial counselors with the exception of those who visit families in their homes.


  • All financial counselors work with people and must possess good communication skills and an ability to explain complicated financial scenarios.


  • Most companies expect financial counselors to sell the services of the firm to the clients. The financial counselor often is the one who gets the customers to sign a contract for services.


  • The counselor reviews income and debt and displays the conclusions to the client, making recommendations as to how the customer should proceed.


  • In addition to selling the financial aid services of the employer, financial counselors are in the business of helping people, work that can be satisfying and fulfilling.

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