Personal Financial Counselor

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

📋 Description

• Deliver personal financial services at designated military installations.

• Offer individualized financial counseling and guidance to military personnel and their families.

• Collaborate with commanders, providers, and staff.

• Conduct briefings, presentations, classes, and seminars.

• Supply referral resources outside of counseling sessions.

• Partner with installation and military branch Points of Contact to ensure the program aligns with installation needs and remains within its scope.

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

• Create and disseminate informational financial resources.

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

• Provide age-appropriate classes or seminars in response to requests.

• Utilize virtual counseling and electronic communication methods, including web-based tools, secure online chat, video communications, and secure video teleconferencing when authorized.

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

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

• Share insights about trends and issues at 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 combined with 4 years of experience may be considered in place of a bachelor's degree.

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

• At least 3 years of financial counseling experience is necessary.

• Must be a U.S. citizen.

• Proficiency in English is required.

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

• Capable of obtaining a favorably adjudicated Tier 2 investigation.

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

• Must possess one of the following: 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 available.

• Comprehensive benefits package.

• Health benefits.

• Life benefits.

• Voluntary benefits.

• Wellbeing benefits and perks that support physical, mental, emotional, and financial wellbeing.

• Tobacco-free workplace.