Personal Financial Counselor

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

📋 Description

• Provide coverage during short-term, surge, and on-demand scenarios for military requirements.

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

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

• Facilitate briefings, presentations, classes, and workshops throughout the military lifecycle.

• Supply referral resources in addition to counseling sessions.

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

• Develop and disseminate informational financial materials.

• Organize and promote Personal Financial Management classes and workshops.

• Provide virtual counseling through secure web-based chat, video communications, and authorized secure video teleconferencing.

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

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

• Share trends and issues impacting assigned installations.

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

• Perform additional duties as assigned.

⛳️ Requirements

• Bachelor's degree is required.

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

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

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

• Must be a U.S. citizen.

• Proficiency in English is mandatory.

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

• Capability to obtain a favorably adjudicated Tier 2 investigation.

• Ability to successfully complete 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.

🏝️ Benefits

• Short-term incentives may be offered.

• A comprehensive benefits package is available.

• Health, life, voluntary, and other benefits are provided.

• Opportunities for professional growth and development.

• Total health and wellness programs are included.

• Rewards and recognition initiatives are in place.

• Employee unity and collaboration are encouraged.

• A tobacco-free workplace is maintained.