Personal Financial Counselor, Assignment Ready Counselor

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

📋 Description

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

• Deliver personal financial counseling and management services to military personnel and their families at military installations.

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

• Facilitate briefings, presentations, classes, seminars, and workshops on personal financial management.

• Offer referral resources during counseling sessions.

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

• Develop and distribute informational materials related to financial matters.

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

• Utilize virtual counseling and electronic communication methods when authorized.

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

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

• Share trends and issues impacting assigned installations.

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

• Perform additional duties as required.

⛳️ Requirements

• Bachelor's degree is mandatory.

• An associate degree combined with 4 years of experience may be considered as a substitute for a bachelor's degree.

• A high school diploma along with 6 years of experience may also be considered in lieu of a bachelor's degree.

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

• Candidates must be U.S. citizens.

• Proficiency in English is essential.

• Bilingual capabilities in English and Spanish are required if specified by the contract.

• Must be able to secure a favorably adjudicated Tier 2 investigation.

• Candidates must pass 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

• Short-term incentives may be available.

• A comprehensive benefits package is offered.

• Health benefits are included.

• Life insurance benefits are provided.

• Voluntary benefits are available.

• Additional benefits and perks that support physical, mental, emotional, and financial wellness.

• A tobacco-free workplace environment.