Personal Financial Counselor

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

📋 Description

• Provide coverage in short-term, surge, and on-demand scenarios arising from military requirements.

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

• Deliver individualized counseling and consultations with commanders, providers, and staff.

• Conduct briefings, presentations, classes, seminars, and workshops.

• Supply referral resources to participants.

• Collaborate with installation and military branch Points of Contact to ensure program scope and installation needs are fulfilled.

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

• Develop and distribute informational financial resources.

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

• Provide age-appropriate classes and seminars upon request.

• Utilize virtual counseling and 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 issues impacting assigned installations.

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

• Perform additional duties as assigned.

⛳️ Requirements

• A bachelor's degree is mandatory.

• An associate degree combined with 4 years of experience may be considered as a substitute for a bachelor's degree.

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

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

• Candidate must be a U.S. citizen.

• Proficiency in English is essential.

• Bilingual in English and Spanish is required if stipulated 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.

• 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 for short-term incentives.

• Comprehensive benefits package.

• Health benefits.

• Life insurance benefits.

• Voluntary benefits.

• Benefits and perks that support physical, mental, emotional, and financial wellbeing.

• Tobacco-free workplace.