Personal Financial Counselor

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

📋 Description

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

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

• Conduct individual counseling sessions and consultations with commanders, providers, and staff members.

• Facilitate briefings, presentations, classes, and seminars.

• Provide referral resources beyond counseling sessions.

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

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

• Develop and distribute financial informational materials.

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

• Utilize virtual counseling and secure electronic communication when permitted.

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

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

• Share insights and trends impacting assigned installations.

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

• Carry out additional duties as assigned.

⛳️ Requirements

• Bachelor's degree is mandatory.

• An Associate degree combined with 4 years of relevant experience may be accepted in place of a bachelor's degree.

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

• At least 3 years of experience in financial counseling is required.

• Must be a U.S. citizen.

• Proficiency in speaking fluent English is necessary.

• Bilingual skills in English and Spanish are required if specified by the contract.

• Ability to secure a favorably adjudicated Tier 2 investigation is essential.

• 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 availability of short-term incentives.

• Comprehensive benefits package.

• Health benefits.

• Life benefits.

• Voluntary benefits.

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

• Tobacco-free workplace.