Personal Financial Counselor

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

📋 Description

• Provide coverage during short-term, surge, and on-demand situations related to military needs.

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

• Assist service members in creating a spending plan for extended absences.

• Develop and distribute informational financial materials for service members and their families.

• Coordinate, promote, and conduct a diverse array of Personal Financial Management classes and workshops.

• Respond to requests for age-appropriate classes or seminars.

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

• Communicate with leadership and engage in regular supervision.

⛳️ Requirements

• A Bachelor's degree is required.

• Applicants with an associate degree and 4 years of relevant experience may be considered in place of a bachelor's degree.

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

• A minimum of 3 years of financial counseling experience is necessary.

• Must be a U.S. citizen and possess fluent English speaking skills.

• If required by the contract, bilingual proficiency in English and Spanish is necessary.

• Ability to obtain a favorably adjudicated Tier 2 investigation is required.

• Must successfully pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.

• One of the following certifications is required: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

🏝️ Benefits

• Comprehensive benefits package.

• Health, life, and voluntary benefits.

• Wellness programs.