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Primary Responsibilities:
- Telephonically provide financial resource guidance and information to clients.
- Evaluate and research client questions and concerns.
- Analyze financial information to provide financial strategies.
Job Qualifications:
- Bachelor’s Degree in Finance, Business, or Accounting Required
- CPA, CFP or other finance certification/licensure preferred.
- Proficiency in Microsoft Office Suite
ComPsych
ComPsych is a worldwide leader in organizational mental health, well-being, and absence management, dedicated to igniting human potential in workplaces across the globe. They combine technology with human expertise to help individuals and their organizations thrive, serving over 75,000 customers worldwide and touching more than 160 million lives across 200 countries.