Personal Financial Counselor

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

📋 Description

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

• Offer individualized counseling and consultations for commanders, providers, staff, and various stakeholders.

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

• Provide referral resources during and after counseling sessions.

• Collaborate with installation and military branch Points of Contact to ensure the program aligns with installation needs.

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

• Develop and disseminate informative financial materials.

• Conduct age-appropriate classes and seminars on financial matters relevant to the military lifecycle.

• Offer virtual counseling through secure online chat, web-based platforms, video, or secure video teleconferencing methods when authorized.

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

• Communicate with leadership and engage in both individual and group supervision.

• Report trends and issues from the assigned installations.

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

• Perform additional duties as assigned.

⛳️ Requirements

• A bachelor's degree is required; an associate degree with 4 years of experience or a high school diploma with 6 years of experience may be considered in place of a bachelor's degree.

• At least 3 years of experience in financial counseling.

• Must be a U.S. citizen.

• Fluency in English is required.

• Bilingual proficiency in English and Spanish may be needed as per contract requirements.

• Ability to obtain a favorably adjudicated Tier 2 investigation.

• Must successfully complete the Congressionally Mandated Disclosures for Organizational Conflicts of Interest process.

• Must possess one of the following credentials: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

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

🏝️ Benefits

• Potential availability of short-term incentives.

• Comprehensive benefits package offered.

• Health, life, voluntary, and additional benefits included.

• Perks for physical, mental, emotional, and financial well-being.

• Opportunities for professional growth and development.

• Focus on total health and wellness.

• Rewards and recognition initiatives.

• Promotion of employee unity.

• A tobacco-free workplace environment.