Personal Financial Counselor

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

📋 Description

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

• Deliver personal financial counseling services to military personnel and their families.

• Educate and advise on financial services through one-on-one counseling sessions, consultations, and informational briefings.

• Organize and facilitate Personal Financial Management classes and workshops.

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

• Engage with leadership and take part in regular supervision and quality enhancement committees.

⛳️ Requirements

• A bachelor's degree is required.

• Applicants with an associate degree and four years of relevant experience may be considered in lieu of a bachelor's degree.

• Applicants with a high school diploma and six years of relevant experience may also be considered in place of a bachelor's degree.

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

• Must be a U.S. citizen and possess fluent English language skills.

• If mandated by the contract, proficiency in both English and Spanish is necessary.

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

• 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).

🏝️ Benefits

• A comprehensive array of health, life, voluntary, and other benefits and perks designed to enhance your physical, mental, emotional, and financial well-being.