Personal Financial Counselor

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

📋 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.

• Assist service members in formulating a budget plan for extended periods of absence.

• Create and distribute informative financial resources for service members and their families.

• Organize, promote, and conduct a diverse selection of Personal Financial Management courses and workshops.

• Address requests for age-appropriate classes or seminars.

• Demonstrate proficiency in utilizing virtual counseling and other electronic communication methods.

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

• Engage with leadership and participate in regular individual and group supervision sessions.

⛳️ Requirements

• A bachelor's degree is mandatory.

• Candidates with an associate degree and 4 years of experience may be considered in lieu of a bachelor's degree.

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

• A minimum of 3 years of experience in financial counseling is required.

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

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

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

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

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

🏝️ Benefits

• Comprehensive health, life, voluntary benefits, and additional perks that promote physical, mental, emotional, and financial wellness.