Personal Financial Counselor, Assignment Ready Counselor

This is a fully remote position, open to applicants in Alabama.

📋 Description

• Provide support in urgent, short-term, and on-demand scenarios driven by military requirements

• Offer personal financial counseling and management services to service members and their families at military installations

• Conduct one-on-one counseling sessions, consultations, briefings, presentations, education, and provide referral resources

• Collaborate with installation and military branch Points of Contact to ensure program objectives and installation needs are fulfilled

• Assist service members in creating spending plans for prolonged absences

• Create and distribute informational financial materials

• Organize, market, and deliver Personal Financial Management classes and workshops throughout the military lifecycle

• Address requests for age-appropriate classes or seminars

• Utilize virtual counseling and secure electronic communication methods when permitted

• Handle duty-to-warn situations in accordance with Department of Defense protocols

• Communicate with leadership and engage in both individual and group supervision

• Report trends and issues from assigned installations

• Participate in in-services, training, quality improvement committees, and other contract-related activities

• Execute other duties as assigned

⛳️ Requirements

• Bachelor's degree is required

• An Associate degree along with 4 years of experience may be considered as a substitute for a bachelor's degree

• A high school diploma plus 6 years of experience may also be considered in place of a bachelor's degree

• At least 3 years of experience in financial counseling

• Must be a U.S. citizen

• Proficiency in English is required

• Bilingual in English and Spanish if specified by the contract

• Capability to obtain a favorably adjudicated Tier 2 investigation

• Must successfully complete the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process

• Must possess one of the following: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)

• Valid in-state driver's license is required

🏝️ Benefits

• Short-term incentives may be available

• Comprehensive benefits package

• Health benefits

• Life benefits

• Voluntary benefits

• Additional benefits and perks promoting physical, mental, emotional, and financial well-being

• Tobacco-free workplace