Personal Financial Counselor

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

📋 Description

• Deliver support during short-term, surge, and on-demand scenarios that arise from military requirements.

• Offer personal financial advisory and management services to military personnel and their families at military bases.

• Engage in individual counseling sessions and consultations with commanders, providers, and staff.

• Present briefings, workshops, classes, and seminars on personal financial management.

• Provide referral resources during counseling sessions.

• Aid service members in creating spending plans for extended periods away.

• Create and distribute educational financial materials.

• Organize and promote Personal 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 DoD protocols.

• Communicate with leadership and engage in individual and group supervision.

• Report trends and issues from assigned installations.

• Participate in in-service training, quality improvement committees, and other contract-related activities.

• Carry out additional responsibilities as assigned.

⛳️ Requirements

• A bachelor's degree is required.

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

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

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

• Candidates must be U.S. citizens.

• Proficiency in spoken English is mandatory.

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

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

• 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

• Short-term incentives may be offered.

• A comprehensive benefits package is available.

• Health, life, voluntary, and additional benefits are included.

• Wellbeing perks that support physical, mental, emotional, and financial health.

• A tobacco-free workplace environment.