Personal Financial Counselor, Assignment Ready Counselor

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

📋 Description

• Provide coverage for short-term, surge, and on-demand situations that arise from military requirements.

• Offer personal financial counseling and management services to military service members and their families at military installations.

• Conduct individual counseling sessions, consultations, briefings, presentations, and referrals.

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

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

• Develop and disseminate informational financial materials.

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

• Respond to requests for age-appropriate classes or seminars.

• Utilize virtual counseling and electronic communication methods when authorized.

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

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

• Report trends and issues from assigned installations.

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

• Perform additional duties as assigned.

⛳️ Requirements

• A Bachelor's degree is required.

• An Associate degree coupled 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 considered in lieu of a Bachelor's degree.

• A minimum of 3 years of financial counseling experience is necessary.

• Candidates must be U.S. citizens.

• Proficiency in English is required.

• Bilingual abilities in English and Spanish may be required based on the contract.

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

• Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest process is required.

• 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, life, voluntary, and other benefits are included.

• Benefits and perks that support physical, mental, emotional, and financial well-being are provided.

• The workplace is tobacco-free.