Personal Financial Counselor

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

📋 Description

• Deliver support during short-term, surge, and on-demand situations arising from Military requirements.

• Offer personal financial counseling and management services directly to service members and their families.

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

• Develop and distribute informational financial resources for service members and their families.

• Organize, promote, and conduct a diverse range of Personal Financial Management classes and workshops.

• Address requests for classes or seminars suitable for specific age groups.

• Demonstrate proficiency in utilizing virtual counseling and other electronic communication methods.

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

• Maintain communication with leadership and engage in regular individual and group supervision.

⛳️ Requirements

• A bachelor's degree is required.

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

• Candidates 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 necessary.

• 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 required.

• Must successfully pass 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).

🏝️ Benefits

• Comprehensive benefits package.

• Health, life, voluntary, and additional benefits and perks that promote your physical, mental, emotional, and financial well-being.