Personal Financial Counselor

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

📋 Description

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

• Provide support during short-term, surge, and urgent situations arising from military requirements.

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

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

• Supply participants with referral resources.

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

• Develop and distribute informative financial materials.

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

• Offer virtual counseling and electronic communication as 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 insights on trends and issues impacting assigned installations.

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

• Execute additional duties as assigned.

⛳️ Requirements

• A bachelor's degree is required.

• 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 place 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 mandatory.

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

• Capability to obtain a favorably adjudicated Tier 2 investigation is necessary.

• Must successfully pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.

• One of the following certifications is required: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

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

🏝️ Benefits

• Potential for short-term incentives.

• Comprehensive benefits package available.

• Health, life, voluntary, and various other benefits provided.

• Additional perks aimed at enhancing physical, mental, emotional, and financial well-being.

• A tobacco-free workplace environment.