Personal Financial Counselor, Assignment Ready Counselor

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

📋 Description

• Provide support during short-term, surge, 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 and consultations with commanders, providers, and staff members.

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

• Supply referral resources outside of counseling sessions.

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

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

• Develop and disseminate informational financial materials.

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

• Provide virtual counseling through secure online chat, web-based platforms, video, or secure video teleconference methods when permitted.

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

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

• Share trends and issues impacting assigned installations.

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

• Carry out additional duties as assigned.

⛳️ Requirements

• A bachelor's degree is required.

• 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 in lieu of a bachelor's degree.

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

• Must be a U.S. citizen.

• Fluent English speaking skills are essential.

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

• Ability to achieve 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 certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

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

🏝️ Benefits

• Potential availability of short-term incentives.

• Comprehensive benefits package.

• Health benefits.

• Life benefits.

• Voluntary benefits.

• Benefits and perks that promote physical, mental, emotional, and financial wellbeing.

• Tobacco-free workplace.