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 circumstances arising from military requirements.

• Offer personal financial counseling and management services to military personnel and their families at military bases.

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

• Conduct briefings, presentations, classes, seminars, and workshops focused on personal financial management.

• Provide referral resources during and outside counseling sessions.

• Assist service members in creating spending plans for prolonged absences.

• Develop and distribute informative financial materials.

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

• Offer age-appropriate classes and seminars upon request.

• Utilize virtual counseling and secure electronic communication methods when permitted.

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

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

• Share trends and issues impacting assigned installations.

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

• Adhere to security responsibilities, controls, and legal, regulatory, contractual, and internal policy requirements.

• Carry out other assigned tasks.

⛳️ Requirements

• A bachelor's degree is required.

• Alternatively, an associate degree with 4 years of relevant experience may substitute for a bachelor's degree.

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

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

• Candidates must be U.S. citizens.

• Proficiency in English is mandatory.

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

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

• Must successfully complete the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) 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

• Potential availability of short-term incentives.

• Comprehensive benefits package offered.

• Health benefits included.

• Life benefits provided.

• Voluntary benefits available.

• Additional benefits and perks to support physical, mental, emotional, and financial wellbeing.

• A tobacco-free workplace environment.