Personal Financial Counselor, Assignment Ready Counselor

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

📋 Description

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

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

• Conduct individual counseling sessions and consultations with commanders, providers, and staff members.

• Facilitate briefings, presentations, classes, seminars, and workshops.

• Supply referral resources beyond counseling sessions.

• Collaborate with installation and military branch Points of Contact to ensure the program aligns with installation needs.

• Aid service members in creating spending plans for extended absences.

• Create and disseminate informational financial materials.

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

• Provide age-appropriate classes or seminars upon request.

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

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

• Engage with leadership and participate in individual and group supervision.

• Share trends and issues impacting assigned installations.

• Participate in in-services, training, quality improvement committees, and other contractual activities.

• Perform additional duties as assigned.

⛳️ Requirements

• A Bachelor's degree is required.

• An Associate degree combined with 4 years of experience may be considered in lieu of a Bachelor's degree.

• A high school diploma along with 6 years of experience may be accepted as an alternative to a Bachelor's degree.

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

• Must be a U.S. citizen.

• Fluency in English is mandatory.

• Bilingual proficiency in English and Spanish is required if stipulated by the contract.

• Must be able to secure 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

• Short-term incentives may be available.

• A comprehensive benefits package is offered.

• Health benefits are included.

• Life benefits are provided.

• Voluntary benefits are available.

• Additional benefits and perks that support physical, mental, emotional, and financial wellbeing are offered.

• This is a tobacco-free workplace.