Personal Financial Counselor

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

📋 Description

• Provide coverage during short-term, surge, and on-demand situations arising from 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 other relevant stakeholders.

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

• Provide referral resources to participants as needed.

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

• Develop and disseminate informational financial materials.

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

• Address requests for age-appropriate classes and seminars.

• Utilize virtual counseling and electronic communication modes, including web-based tools, secure online chat, video communications, and secure video teleconferencing when permitted.

• Manage duty-to-warn situations in accordance with Department of Defense protocols.

• Engage with leadership and participate in both individual and group supervision.

• Share trends and issues impacting assigned installations.

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

• Adhere to all applicable security, legal, regulatory, contractual, and internal policy requirements.

• 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 along with 6 years of experience may also be considered instead of a bachelor's degree.

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

• Candidates must be U.S. citizens.

• Fluency in English is mandatory.

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

• Ability to obtain a favorably adjudicated Tier 2 investigation.

• Must successfully complete 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 necessary.

🏝️ Benefits

• Potential eligibility for short-term incentives.

• Comprehensive benefits package.

• Health benefits available.

• Life benefits provided.

• Voluntary benefits offered.

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

• Tobacco-free workplace environment.

• Equal Opportunity Employer.