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 arising from military requirements.

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

• Conduct one-on-one counseling sessions and consultations with commanders, providers, staff, and other stakeholders.

• Organize briefings, presentations, classes, and workshops focused on personal financial management.

• Offer referral resources outside of counseling sessions.

• Assist service members in creating spending plans for prolonged absences.

• Develop and disseminate informative financial materials.

• Coordinate and promote Personal Financial Management classes and workshops throughout the military lifecycle.

• Address requests for age-appropriate classes and seminars.

• Utilize virtual counseling and secure electronic communication methods when authorized.

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

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

• Share insights and trends affecting assigned installations.

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

• Adhere to security responsibilities, controls, and relevant requirements.

⛳️ Requirements

• Bachelor's degree is mandatory.

• An associate degree combined with four years of experience may be accepted in place of a bachelor's degree.

• A high school diploma along with six years of experience may be considered instead of a bachelor's degree.

• A minimum of three years of experience in financial counseling is required.

• Must be a U.S. citizen.

• Proficiency in English is essential.

• Bilingual skills in English and Spanish may be required based on contract specifications.

• 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 credentials: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

• A valid in-state driver's license is required.

🏝️ Benefits

• Potential for short-term incentives.

• A comprehensive benefits package is available.

• Health, life, voluntary, and various other benefits.

• Perks and benefits that support physical, mental, emotional, and financial well-being.

• Workplace is tobacco-free.