Personal Financial Counselor

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

📋 Description

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

• Offer personal financial counseling and management services to military personnel and their families at military installations.

• Conduct individualized counseling sessions, consultations, briefings, presentations, classes, workshops, and referrals.

• Assist service members in formulating spending plans for extended periods of absence.

• Create and distribute informational financial resources.

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

• Address requests for age-appropriate classes or seminars.

• Provide virtual counseling via secure online chat, video, or secure video teleconferencing when authorized.

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

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

• Share insights and issues impacting assigned installations.

• Participate in training, quality improvement committees, and other contractual activities.

• Carry out additional duties as assigned.

⛳️ Requirements

• A bachelor's degree is required.

• An associate degree combined with 4 years of experience may be accepted as a substitute for 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 required.

• Candidates must be U.S. citizens.

• Fluency in English is mandatory.

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

• Capability to obtain a favorably adjudicated Tier 2 investigation.

• 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).

• A valid in-state driver's license is required.

• Must adhere to security responsibilities, controls, and comply with legal, regulatory, contractual, and internal policy requirements.

🏝️ Benefits

• Short-term incentives may be available.

• Comprehensive benefits package.

• Health, life, voluntary, and additional benefits.

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

• Tobacco-free workplace.