Personal Financial Counselor

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

📋 Description

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

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

• Conduct one-on-one counseling sessions and consultations with commanders, providers, staff, and other stakeholders.

• Facilitate briefings, presentations, classes, seminars, and workshops focused on Personal Financial Management.

• Supply referral resources outside of counseling sessions.

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

• Develop and distribute informative financial materials.

• Coordinate and promote financial management classes and workshops throughout the military lifecycle.

• Utilize virtual counseling and secure electronic communication methods when permitted.

• 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, quality improvement committees, and other contract-related activities.

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

• Perform additional duties as assigned.

⛳️ Requirements

• A bachelor's degree is required.

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

• A high school diploma 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 necessary.

• Must be a U.S. citizen.

• Fluency in English is required.

• If stipulated by the contract, bilingual proficiency in English and Spanish is necessary.

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

• 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 mandatory.

🏝️ Benefits

• Short-term incentives may be available.

• Comprehensive benefits package.

• Health benefits.

• Life benefits.

• Voluntary benefits.

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

• Tobacco-free workplace.