Personal Financial Counselor

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

📋 Description

• Provide support during short-term, surge, and on-demand situations driven by military requirements.

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

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

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

• Supply referral resources to participants beyond counseling sessions.

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

• Create and distribute informational materials regarding financial matters.

• Organize and promote financial management classes 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 individual and group supervision.

• Share trends and challenges from designated installations.

• Engage in training, quality improvement committees, and other contractual activities.

• Carry out additional responsibilities as assigned.

⛳️ Requirements

• A bachelor's degree is required.

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

• A high school diploma plus 6 years of experience may also be considered as a substitute for a bachelor's degree.

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

• Must be a U.S. citizen.

• Proficiency in spoken English is required.

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

• Capability 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 short-term incentives may be available.

• Comprehensive benefits package offered.

• Includes health, life, voluntary, and additional benefits.

• Benefits and perks that promote physical, mental, emotional, and financial well-being.

• A tobacco-free workplace environment.