Personal Financial Counselor

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

📋 Description

• Deliver support during short-term, surge, and on-demand scenarios arising from military requirements.

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

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

• Design and provide informational financial resources for service members and their families.

• Organize, promote, and conduct a diverse range of Personal Financial Management classes and workshops.

• Demonstrate the ability to efficiently use virtual counseling or other electronic communication methods.

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

• Engage with leadership and take part in regular individual and group supervision.

⛳️ Requirements

• Bachelor's degree is mandatory.

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

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

• Minimum of 3 years of experience in financial counseling is required.

• Candidates must be U.S. citizens and fluent in English.

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

• Must be able to secure a favorably adjudicated Tier 2 investigation.

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

🏝️ Benefits

• Comprehensive benefits package.

• Health, life, voluntary, and additional benefits.