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Greatvest Advisor

Greatvest Financial
Birmingham, Alabama, United States
October 12, 2018


The Greatvest advisor will work with the employment counselors and income supports counselors to ensure that the client is getting assistance across the three major service areas. The Greatvest advisor reports directly to the Greatvest Program Director.


• Provide one on one financial counseling/coaching

• Assist clients in resolving current financial situations, while providing a wide lens on their financial health to shift the approach to proactive financial management

• Work with clients to complete a very detailed financial assessment

• Develop plans of actions and provide tools, resources, and accountability to the client to help them meet their goals

• Understand other services offered by Greatvest, such as employment services and income supports counseling and connect the clients to these other services

• Outcome tracking - track the stories and successes of clients

• Work with the entire Greatvest team to ensure that any changes in the client's financial assessment (new job, new benefit, change in credit score) is properly documented

• The Greatvest advisor may conduct workshops as a means of outreach and education

• Develop relationships with local financial institutions and community organizations


• A strong understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building

• A bachelor's degree from a four year accredited institution

• Previous work experience in the financial sector (banking, lending, insurance, investments) is a plus

• Strong communication skills, both written and oral

• Previous work experience with the Greatvest target population and/or the ability to provide financial counseling/coaching services in a culturally sensitive manner. A good Greatvest advisor is able to relate well to team members and clients

• Proficient in Microsoft Word, Excel, and PowerPoint

• Internet and Resource Savvy

• Language skills as needed by Greatvest