Financial Specialist - Financial Connect

ComPsychⓇ is the worldwide leader in organizational mental health, well-being, and absence management, dedicated to igniting human potential in workplaces across the globe. For over 40 years, we have combined the best in technology with unmatched human expertise to help individuals and their organizations thrive. Our GuidanceResourcesⓇ and AbsenceResourcesⓇ solutions deliver end-to-end mental health, well-being, work-life, health navigation, and absence support to more than 75,000 customers worldwide,  touching more than 160 million lives across 200 countries. Visit compsych.com to find out why 40% of the Fortune 500 choose ComPsych for their mental health and absence management needs.

The Financial Specialist will provide telephonic financial guidance and resources to 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 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.

• 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

Other 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

• 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 $45,000 - 50,000. 
• The base salary range represents the anticipated low end and high end of the range for this position.
• 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.

EEO

ComPsych is an equal opportunity employer.  All applicants will be considered for employment regardless of race, color, age, genetics, religion, gender, sexual orientation, gender identity, national origin, disability or protected veteran status and any other characteristic protected by federal, state or local laws.

ComPsych Corporation maintains a drug free workplace. ComPsych Corporation and its affiliates is committed to the responsible and transparent handling of your personal data. Information collected during the recruitment process will be used to assess your application and, where applicable, to prepare and administer an offer of employment. Your personal data will be processed in accordance with the privacy laws applicable in your country or jurisdiction of residence, which may include the California Consumer Privacy Act (CCPA), the EU General Data Protection Regulation (GDPR), Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation, and other applicable national or local privacy laws. For full details on what personal data we collect, how we use it, your rights as an Applicant, and how to contact us with privacy-related questions, please review the relevant Applicant Data Privacy Notices: US Applicant Data Privacy Notice & Canada Data Privacy Notice.