Personal Financial Counselor

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

📋 Description

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

• Assist service members in creating a spending plan for prolonged absences.

• Develop and provide informational financial resources.

• Organize and conduct Personal Financial Management classes and workshops.

• Address requests for age-appropriate classes or seminars.

• Effectively use virtual counseling and other electronic communication methods.

• Manage duty to warn situations in accordance with Department of Defense (DoD) protocols.

• Engage with leadership and take part in regular individual and group supervision.

• Participate in ongoing in-service training and quality improvement committees.

⛳️ Requirements

• A bachelor's degree is required.

• Applicants with an associate degree and 4 years of experience may be considered in lieu of a bachelor's degree.

• Applicants with a high school diploma and 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 required.

• Must be a U.S. citizen and fluent in English.

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

• Ability to obtain a favorably adjudicated Tier 2 investigation is essential.

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

• Must hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

🏝️ Benefits

• Comprehensive benefits package.

• Health, life, and voluntary benefits.