Personal Financial Counselor

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

📋 Description

• Provide coverage in short-term, surge, and on-demand scenarios driven by military requirements.

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

• Conduct one-on-one counseling and consultations with commanders, providers, staff, and other stakeholders.

• Facilitate briefings, presentations, classes, seminars, and personal financial management workshops.

• Supply referral resources to participants.

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

• Develop and distribute informative financial materials.

• Coordinate and promote financial management classes and workshops throughout the military lifecycle.

• Utilize virtual counseling and secure electronic communication when authorized.

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

• Engage with leadership and take part 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.

• Perform additional assigned duties.

⛳️ Requirements

• A Bachelor's degree is required.

• An Associate degree plus 4 years of experience may be accepted in place of a Bachelor's degree.

• A high school diploma along with 6 years of experience may also be considered instead of a Bachelor's degree.

• Over 3 years of experience in financial counseling is necessary.

• Must be a U.S. citizen.

• Fluent English is required.

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

• Ability to obtain a favorably adjudicated Tier 2 investigation.

• Must be able to pass 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 for short-term incentives.

• Comprehensive benefits package available.

• Health, life, voluntary, and various other benefits offered.

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

• Tobacco-free workplace environment.