Personal Financial Counselor, Assignment Ready Counselor

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

📋 Description

• Provide coverage during short-term, surge, and on-demand scenarios for absent counselors

• Offer personal financial counseling and management services to military personnel and their families

• Assist service members in creating a spending plan for extended absences

• Create and distribute informational financial materials for service members and their families

• Organize and deliver various Personal Financial Management classes and workshops

• Address requests for age-appropriate classes or seminars

• Effectively utilize virtual counseling and electronic communication methods

• Manage duty to warn situations following DoD protocols

• Communicate with leadership and engage in regular supervision and quality improvement activities

⛳️ Requirements

• A bachelor's degree is required

• Applicants with an associate degree plus 4 years of experience may be considered in lieu of a bachelor's degree

• Applicants with a high school diploma plus 6 years of experience may be considered in lieu of a bachelor's degree

• A minimum of 3 years of financial counseling experience is required

• Must be a U.S. citizen and possess fluent English language skills

• If stipulated by the contract, bilingual proficiency in English and Spanish is required

• Must be able to obtain a favorably adjudicated Tier 2 investigation

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

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

🏝️ Benefits

• Comprehensive benefits package

• Health, life, and voluntary benefits