Personal Financial Counselor

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

📋 Description

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

• Offer a comprehensive range of personal financial counseling services to military personnel and their families at military bases.

• Conduct individual counseling sessions, consultations, briefings, presentations, and referrals.

• Collaborate with installation and military branch Points of Contact to ensure the program aligns with installation requirements and remains within its defined scope.

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

• Assist service members in creating spending plans for prolonged absences.

• Create and distribute informative financial materials.

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

• Address requests for age-appropriate classes or seminars.

• Employ virtual counseling and electronic communication methods as authorized.

• Handle duty-to-warn situations in accordance with Department of Defense guidelines.

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

• Share insights regarding trends and issues at the assigned installations.

• Participate in in-services, training sessions, quality improvement committees, and other assigned contract duties.

• Perform any other responsibilities as assigned.

⛳️ Requirements

• A Bachelor's degree is required, or an associate degree plus 4 years of relevant experience in lieu of a bachelor's degree, or a high school diploma plus 6 years of experience 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.

• Proficiency in spoken English is mandatory.

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

• Must be capable of obtaining a favorably adjudicated Tier 2 investigation.

• Must successfully pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest 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 among the necessary certifications/licenses.

🏝️ Benefits

• Opportunities for short-term incentives may be provided.

• Comprehensive benefits package available.

• Health benefits included.

• Life benefits offered.

• Voluntary benefits available.

• Opportunities for professional growth and development.

• Total health and wellness initiatives.

• Rewards and recognition programs.

• Employee unity initiatives.

• A tobacco-free workplace environment.