Personal Financial Counselor – Assignment Ready Counselor

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

📋 Description

• Provide support during short-term, surge, and on-demand scenarios arising from military requirements, including post-deployment events or counselor absences.

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

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

• Deliver briefings, presentations, classes, and seminars on personal financial management topics relevant to the military lifecycle.

• Offer referral resources in addition to counseling sessions.

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

• Assist service members in creating spending plans for extended periods of absence.

• Develop and distribute informational materials related to financial management.

• Organize, promote, and conduct Personal Financial Management classes and workshops.

• Provide virtual counseling through web-based platforms, secure online chat, video communications, or secure video teleconferencing when authorized.

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

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

• Share trends and issues that affect assigned installations.

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

• Execute additional duties as assigned.

⛳️ Requirements

• A Bachelor's degree is required, or an associate degree coupled with 4 years of relevant experience, or a high school diploma with 6 years of experience 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 spoken English is essential.

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

• Ability to obtain a favorably adjudicated Tier 2 investigation.

• Capability to successfully pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest 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 as part of the certification criteria.

🏝️ Benefits

• Short-term incentives may be offered.

• A comprehensive benefits package is available.

• Health benefits included.

• Life insurance benefits provided.

• Voluntary benefits options available.

• Opportunities for professional growth and development.

• Total health and wellness initiatives.

• Rewards and recognition programs.

• Employee unity and camaraderie.

• A tobacco-free workplace environment.