Personal Financial Counselor

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

📋 Description

• Deliver coverage during short-term, surge, and urgent situations resulting from military demands.

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

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

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

• Provide referral resources outside the counseling sessions.

• Collaborate with installation and military branch Points of Contact to ensure the program addresses installation requirements and stays within its scope.

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

• Develop and disseminate informational financial materials.

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

• Offer age-appropriate classes and seminars upon request.

• 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 individual and group supervision.

• Share trends and issues impacting assigned installations.

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

• Perform additional duties as assigned.

⛳️ Requirements

• A bachelor's degree is required.

• An associate degree combined with 4 years of experience may be accepted in lieu of a bachelor's degree.

• A high school diploma with 6 years of experience may be considered instead of a bachelor's degree.

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

• Candidates must be U.S. citizens.

• Fluency in English is a requirement.

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

• Must be able to obtain 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.

• A comprehensive benefits package.

• Coverage including health, life, voluntary, and additional benefits.

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

• A tobacco-free workplace.