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Our goal is to make that process as easy as possible for you. Start your journey with us by browsing available jobs.

At Workplace Options, we are committed to and are accountable for building a workplace where individuals feel empowered to bring their whole selves to work, free from judgment or fear of discrimination. We understand that having a diverse organization is only the beginning and it will require nurturing and care to thrive. We will continue to take action to ensure we achieve equitable and measurable outcomes.

We strive to cultivate a space where diverse voices are not only heard but actively sought out and valued for the unique insights they bring. By embracing and promoting authenticity, we aim to build a vibrant and inclusive community that fosters collaboration, innovation, belonging and personal growth.

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Nous savons que la recherche d'un emploi intéressant et gratifiant peut être un long parcours.

Notre objectif est de rendre ce processus aussi facile que possible pour vous. Commencez votre parcours avec nous en consultant les offres d'emploi disponibles.

Chez Workplace Options, nous nous engageons à construire un lieu de travail où les individus se sentent habilités à apporter leur entièreté au travail, sans jugement ni crainte de discrimination, et nous en sommes responsables. Nous comprenons qu'une organisation diversifiée n'est qu'un début et qu'elle aura besoin de soins et d'attention pour s'épanouir. Nous continuerons à prendre des mesures pour obtenir des résultats équitables et mesurables.

Nous nous efforçons de cultiver un espace où les différentes voix sont non seulement entendues, mais aussi activement recherchées et appréciées pour les perspectives uniques qu'elles apportent. En embrassant et en promouvant l'authenticité, nous visons à construire une communauté dynamique et inclusive qui favorise la collaboration, l'innovation, l'appartenance et l'épanouissement personnel.

Financial Consultant

Chesapeake, VA

Full Time

Finance

Entry Level

At Workplace Options (WPO), we deliver human-centric solutions that empower people to thrive - personally and professionally. With a global team of more than 4,800 professionals, we provide real-time emotional support, therapy, coaching, mindfulness, and family services to millions worldwide. Since 1982, we’ve partnered with employers, health plans, and insurers to design flexible, forward-thinking programs that evolve alongside today’s changing workforce.

Today, we support 160 million people across 150,000 organizations, including over half of Fortune 500 companies. Now part of the TELUS Health family, we are expanding our global impact by combining decades of wellbeing expertise. Together, we’re building healthier, more resilient organizations—one person at a time.

Current opportunity: Financial Consultant

Location: US
Onsite/Hybrid/Remote: Remote
Shifts: multiple full-time available
Years of experience: 3 years financial counseling experience, preferable within the military community

What you will do:

Workplace Options have an exciting opportunity for a Financial Consultant position. This position will be an integral part of the Military OneSource Team and has you being a first point of contact for our military service members and their families when they are looking for personal financial counseling. We aim to establish a basic level of financial literacy, improve financial behaviors and habits, as well as a encourage a more sophisticated financial planning regarding more advanced financial needs.

You can take a look at the work we do to support members of our Armed Forces at http://www.militaryonesource.mil/.

Responsibilities:

Mentor and assist all team members
Ensure that team meets daily and monthly production goals
Facilitate coaching meetings twice per month to review cases, provide updates, and enrich team
Assist with face-to-face recruitment project
Perform TL responsibilities when TL is out of the office or on project
Track, follow-up on, and log all complaints when requested
Assign finance cases to the finance team
Assist new hires to transition out of training period
Assist with monitoring the queues in the evening when needed
Reassigning QA callbacks, booked in appointments and intake callbacks during call offs
Assist with bi-monthly quality reviews of all team members as well as conduct monthly intake quality audits
Promote a team environment and create a positive impact on team morale.
Responsible for daily production reports, including mid-day and end-of-day updates
Monitor all tracker documents in team ( issue tracker/ SLA report finance / training / attendance list team meetings/ agenda when needed / back to training )

Qualifications/Skills:

To excel in this role, you will need the following qualifications and skills:

US citizen
Completed Bachelor’s Degree
Maintain a national certification as an Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
Must be organized, disciplined and able to multi-task
They should personify positive customer service and maintain efficient work habits with excellent verbal and written communication skills.
Strong ability to work with a team or group of people efficiently
Able to handle fast paced and ever-changing environment while meeting production and quality standards for current position
Knowledge around specific financial programs and benefits, including but not limited to bankruptcy, budgeting, debt management, credit, basic investments, financial planning, financial report review (credit report), foreclosure prevention, home buying, small business, personal income taxes and military financial literacy (SBP, SGLI, VGLI, SCRA, BRS, TSP)

What we offer:

At Workplace Options, we don’t just deliver wellbeing services to our clients, we champion wellbeing for our own employees as well. Examples of our benefits and commitment to employee wellbeing include:

Full benefits package, Paid time off, 401k match, Training/tuition reimbursement, Gym reimbursement, Wellness rewards, Access to EAP benefits and all WPO services, Mentorship Program, Employee exchange program, Comprehensive training provided for this position.

At Workplace Options, we are committed to and are accountable for building a workplace where individuals feel empowered to bring their whole selves to work, free from judgment or fear of discrimination. We understand that having a diverse organization is only the beginning and it will require nurturing and care to thrive. We will continue to take action to ensure we achieve equitable and measurable outcomes.

We strive to cultivate a space where diverse voices are not only heard but actively sought out and valued for the unique insights they bring. By embracing and promoting authenticity, we aim to build a vibrant and inclusive community that fosters collaboration, innovation, belonging and personal growth.

For further details about WPO please check out our website www.workplaceoptions.com and this short video gives a great overview of what we do https://youtu.be/hJEOFUJ6QHU

Workplace Options collects and processes personal data in accordance with applicable data protection laws. If you are a European job applicant, refer to our Privacy Notice for further details (https://www.workplaceoptions.com/privacy-notice-for-recruitment/).

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