The document provides information on the job description, duties, qualifications, and career resources for a financial counselor. It lists the key duties as helping clients improve their finances through budgeting, debt management, credit counseling, and education. It also outlines the typical qualifications like experience in financial planning, customer service, and communication skills. Finally, it directs the reader to additional free materials on the listed website that can help with career development, interview preparation, and more as a financial counselor.

1. financial counselor job
description
A typical financial counselor job description be included elements such as:
financial counselor duties, financial counselor qualifications, financial
counselor traits, financial counselor job information, financial counselor
templates, financial counselor work conditions…
Other useful materials for financial counselor career:
• financemanagement123.com/23-free-ebooks-for-finance-management
• financemanagement123.com/215-free-finance-management-forms
• financemanagement123.com/16-free-tools-for-finance-management
• financemanagement123.com/top-84-finance-KPIs
• financemanagement123.com/top-21-finance-job-descriptions
• financemanagement123.com/100-finance-interview-questions-and-answers

2. Key duties/responsibilities for financial counselor
1. Identifying immediate and long range measures to increase income, reduce
household expenditures, and avoid additional financial burdens.
2. Personal budget/financial planning to reduce, eliminate, and avoid debt and
to achieve solvency and stability.
3. Teaching Service members (and their families) money management
techniques to encourage them to live within their means.
4. Understanding credit, finance charges, interest rates and the implications of
only paying the minimum amount each month.
5. Educating military families on the importance of maintaining excellent
credit histories and ratings.
6. Establishing, monitoring, and protecting their credit.
7. Teaching Service members to make informed decisions and to be aware of
associated costs such as insurance, maintenance, fuel costs, etc.
8. Assisting with tax planning.
9. Teaching Service members and their families how to save for emergencies,
unanticipated contingencies, and both short and long-term goals.
10. Other duties as assigned.

3. Key job qualifications for financial counselor
1. 1-2 years demonstrated knowledge of healthcare billing and third party
payer requirements. Experience in a hospital or clinic environment working
with third party payers, billing, and medical terminology preferred
2. EPIC registration experience preferred
3. Excellent Microsoft excel and work skills
4. Previous customer service background required
5. Ability to work in a fast-paced environment, to handle multiple
priorities/tasks and to follow-up through to completion
6. Must be committed to continuous improvement, accountability and
customer service
7. Must have aptitude for solving problems and making decisions
8. Excellent written and verbal communication skills
9. Excellent organizational and interpersonal skills
10. Strong attention to detail and ability to multi-task
11. Fluent in a second language preferable such as Chinese, Portugese,
Spanish, French or Arabic.

4. Format for financial counselor job description
A typical job description includes 4
main part as follows:
1. Job information
This part includes: job title, reporting
relationships, department, job
location, manager/supervisor’s title,
job code, purpose and objective of the
job.
2. List of main task
3. Contents of Job Specifications
• Knowledg/education.
• Skill requirements.
• Experience.
• Abilities. Ability include physical
ability, metal ability, aptitudes.
4. Contents of working conditions
• Environmental conditions
• Job hazards / safety
• Machine, tools and equipments

5. KSA model in setting up job description
1. What is KSA model?
KSA model is a competency model of individual. KSA is the same KSAO.
KSA include Knowledge, Skills and Abilities (also called KSAs model) that an
applicant must have to perform successfully in the position.
2. Components of KSA:
Knowledge
• A body of information needed to perform a task.
• For example, Human Resources Knowledge include knowledge of personnel
recruitment, selection, training, compensation and benefits, labor relations and
negotiation, and personnel information systems.
Skills
• Skills are the proficiency to perform a certain task.
• For example, skill in operating computer peripherals such as printers.
Abilities
• Abilities are an underlying, enduring trait useful for performing tasks.
• For example, oral comprehension – the ability to listen to and understand
information and ideas presented through spoken words and sentences.

6. Materials for financial counselor career:
Other useful materials for finance management
that available at financemanagement123.com
• Top free ebooks for finance management
• Top free tools and techniques for finance
management
• Top skills for finance management
• Top free finance job description templates
• 5 steps to writer write an effective finance job
description
• 12 tips to write finance job description
• Top 12 tips for career development
• Top 9 career path tips
• Top 14 career objectives
• Top 12 career promotion tips

7. Useful materials (continue…)
• Top 14 career objectives
• Top 12 career promotion tips
• Top 15 ways to search jobs
• Top 7 cover letter samples
• Top 8 resume samples
• 110 finance interview questions with
answers
• 13 types of interview questions and how
to solve them
• 11 performance appraisal methods
(includes appraisal templates and forms)
• Top 28 performance appraisal forms
• Top 12 salary negotiation tips
• Top 9 tips to get high salary

8. Fields related to financial counselor:
The above job description can be used for fields as:
construction, manufacturing, healthcare, non profit, advertising, agile,
architecture, automotive, agency, banking, budget, building, business
development, consulting, communication, clinical research, design, software
development, product development, interior design, web development,
engineering, education, events, electrical, exhibition, energy, ngo, finance,
fashion, green card, oil gas, hospital, it, marketing, media, mining, nhs, non
technical, oil and gas, offshore, pharmaceutical, real estate, retail, research,
human resources, telecommunications, technology, technical, senior, digital,
software, web, clinical, hr, infrastructure, business, erp, creative, ict, hvac,
sales, quality management, uk, implementation, network, operations,
architectural, environmental, crm, website, interactive, security, supply chain,
logistics, training, project management, administrative management…
The above job description also can be used for job title levels: entry level
financial counselor, junior financial counselor, senior financial counselor…