Personal Financial Counselor

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

📋 Description

• Offer coverage during short-term, surge, and on-demand scenarios driven by military requirements

• Provide personal financial counseling and management services to military personnel and their families

• Conduct one-on-one counseling and consultations with commanders, providers, and staff

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

• Supply referral resources beyond counseling sessions

• Assist service members in creating spending plans for extended absences

• Develop and distribute informational materials related to financial management

• Coordinate and promote financial management classes and workshops throughout the military lifecycle

• Utilize virtual counseling and electronic communication methods when permitted

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

• Communicate with leadership and engage in individual and group supervision

• Share trends and issues from assigned installations

• Participate in in-services, training, quality improvement committees, and other contract-related activities

• Perform additional duties as assigned

⛳️ Requirements

• A bachelor's degree is required

• An associate degree plus 4 years of experience may be accepted in place of a bachelor's degree

• A high school diploma plus 6 years of experience may be considered in lieu of a bachelor's degree

• Over 3 years of experience in financial counseling

• Must be a U.S. citizen

• Proficiency in spoken English is required

• Bilingualism in English and Spanish is required if specified by the contract

• Capable of obtaining a favorably adjudicated Tier 2 investigation

• 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 necessary

🏝️ Benefits

• Potential availability of short-term incentives

• Comprehensive benefits package

• Health benefits

• Life insurance benefits

• Voluntary benefits options

• Wellbeing perks that support physical, mental, emotional, and financial health

• Tobacco-free workplace