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Financial Counselor

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Salary and Benefits

Financial Counselor
$44K-$54K / yr. (est.)
$45K
$49,577 / year
$55K
Average base salary
The salary information provided is based on data collected from various reliable sources and may vary depending on individual qualifications and other factors.

About Financial Counselor

What does a Financial Counselor do?
Professional man sitting in an easy chair with a pensive look
Woman in black blazer holding a clipboard

We, financial counselors, assist clients with different financial application processes. We offer advice and required information to the individuals facing financail difficulty. It is our duty to attend meetings and participate in finance-related presentations. We help our clients write financial applications. Some of us assist clients with financial arrangements. Also, we have to collect liabilities from the clients. While working in the financial sector, we explain our clients about the process of applying for a loan and what are the terms to pay back the amount. Once clients agree to take a loan, we follow up with them to ensure that the information provided is complete and accurate.

Core tasks:

  • reporting issues and problems to supervisors
  • verifying the employment details of clients
  • complying with the companies’ regulations and rules

Insights

Professional Growth

How Many Years of Experience Do Professionals Need Before Becoming Financial Counselor?
On average, people work 5-7 years in other positions prior to becoming a Financial Counselor.
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Financial CounselorPhiladelphia, PA - A year ago
I'm fine with it taking a while. It means they're putting in the effort to really understand the field. 👍
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Financial CounselorMiami, FL - A year ago
Listen, y'all. It ain't a walk in the park payin' folks' bills and managin' their finances. Takes time to become competent in that field, so quit complainin'.

Professional Growth

How Long Do Financial Counselor Employees Typically Stay in Their Roles?
On average, Financial Counselors works in this position for 5+ years across multiple employers.
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Financial AnalystHouston, TX - A year ago
Experience counts, but let's not discount new talent! Financial Analysts bring fresh perspectives, current market insights, and the ability to analyze complex data trends, keeping the industry innovative and progressive. 🔍
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Wealth ManagerMiami, FL - A year ago
As a Wealth Manager, I believe it's not just about the track record. Building and maintaining trust-based relationships is crucial, alongside having an in-depth understanding of clients' goals and aspirations. ☑

Professional Growth

What Is the Job Hopper Score for Financial Counselor Employees?
Moderate job changes in Financial Counselor, showing some career movement without excessive turnover.
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Financial PlannerLos Angeles, CA - A year ago
Seriously, who stays in the same job for that long? My clients expect me to keep pushing myself and growing in my career!
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Personal BankerBoston, MA - A year ago
As a Personal Banker, I disagree with this image. People change jobs all the time, searching for something better. This is unrealistic.

Career path

Path to job

Prior positions

How long does a Financial Counselor work in this position across multiple employers?
22 %
Customer Service Representative
Avg. length of tenure:3 years
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13 %
Patient Access Representative
Avg. length of tenure:3 years
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Fields of study

Discover a Financial Counselor's areas of knowledge sorted by their majors.

Top educational institutions

Explore the list of higher education institutions that a Financial Counselor typically studied at.
Arizona State University-Tempe
University of Central Florida

Path after job

Community

Demographics

Culture & Values

What Is the Age and Gender Ratio of Financial Counselor Employees?
Gender ratio in Financial Counselor position: 0.387957231288689 Male and 0.612042768711311 Female. Age ratio in Financial Counselor position: 16-20: 14%, 21-30: 63%, 31-40: 15%, 41-50: 6%, 51-60: 2%, 60+: 0%. Financial Counselor position is predominantly female (61.2%) with the largest age group being 21-30 years old, followed by 31-40 years old.
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Financial CounselorPhiladelphia, PA - A year ago
Most people in their 20s don't have enough experience to counsel others! 😡
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Financial CounselorPhoenix, AZ - A year ago
There could be many reasons why there are fewer men in this role. Gender stereotypes? Lack of interest? 😒

Workplaces

Professional Growth

Who Are the Top Employers for Financial Counselor?
Top employers of Financial Counselor position: 21st Mortgage Corporation, Cleveland Clinic, Kaiser Permanente. People who work in Financial Counselor position most typically go on to work for the 21st Mortgage Corporation.
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Financial CounselorMiami, FL - A year ago
Kaiser Permanente is the worst employer for Financial Counselors, they don't care about their employees! 😡
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Financial CounselorPhiladelphia, PA - A year ago
You don't need any qualifications to be a Financial Counselor, just stay away from debt and you'll be fine! 💸
21st Mortgage Corporation
Cleveland Clinic
Kaiser Permanente

Professional Growth

What Industries Does Financial Counselor Typically Have Experience In?
Industry Background: The most typical industries of Financial Counselor: Health Care, Education, Finance & Insurance, Professional / Scientific / Technical, Religious / Grantmaking / Civic. Financial Counselor employees most likely come from a Health Care industry background.
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Financial CounselorHouston, TX - A year ago
Y'all don't understand the valuable service a Financial Counselor provides. Money management involves more than just basic math skills!
avatar-of-creator
Financial CounselorMiami, FL - A year ago
financial counseling is vital for many people, especially those with medical bills, student loans, and other significant expenses. 🙌

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Discussion about Financial Counselor

Want to know more about Financial Counselor position?
Share your thoughts and ideas about Financial Counselor position with others in our community.
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Do a lot of women work as a Financial Counselor?
avatar-of-creator
Sophie Hayes3 years ago
Women are more common working as a Financial Counselor.
What is the typical age to work as a Financial Counselor?
avatar-of-creator
Liam Brown3 years ago
People working as a Financial Counselor are 27 old on average.
Is a Financial Counselor considered to be a senior profession?
avatar-of-creator
Isabella Holmes3 years ago
You probably need around 6 years to work as a Financial Counselor
Which industries does a Financial Counselor typically work in?
avatar-of-creator
Sophie Hayes3 years ago
Health Care is the most probable for a Financial Counselor to work in.
Is a higher education needed as a Financial Counselor?
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Liam Brown3 years ago
No higher education could not hurt if you want to be a Financial Counselor
Which company are you working for as a Financial Counselor?
avatar-of-creator
Liam Brown3 years ago
21st Mortgage Corporation, Cleveland Clinic, Kaiser Permanente, Orlando Health and Zeiders Enterprises employs the most people in the Financial Counselor role.
How long do people usually work as a Financial Counselor when they switch to another position?
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Liam Brown3 years ago
A Financial Counselor typically changes positions after more than 5 years.
Is it frequent for people to switch companies and still work as a Financial Counselor?
avatar-of-creator
Sophie Hayes3 years ago
A typical Financial Counselor might work for one or two companies.
From which job titles people come from to work as a Financial Counselor?
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Benjamin Gardner3 years ago
Typical prior positions for a Financial Counselor are Customer Service Representative, Patient Access Representative or Office Manager
What are the typical next steps for someone working as a Financial Counselor?
avatar-of-creator
Benjamin Gardner3 years ago
Customer Service Representative, Administrative Assistant or Office Manager are good next steps for a Financial Counselor
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Disclaimer

informationLENSA generates certain information provided on this website by compiling and analyzing publicly available data and data from employees/former employees. All company names are the registered trademarks of their original owners. The use of any trade name or trademark does not imply any association with the third-party company. None of the information provided is endorsed in any way by any of the companies mentioned. We do not guarantee the accuracy, currency, or suitability of this information (including regarding demographics or salary estimate) and you are responsible for how you use it. ALL INFORMATION IS PROVIDED “AS IS” AND “WITH ALL FAULTS”. We are not responsible for nor endorse third party content on our website. If you notice any inaccurate information or information you think is proprietary you can email us at [email protected]. See our Terms and Conditions and Community Guidelines for more information.
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