Personal Financial Counselor

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

📋 Description

• Provide coverage during short-term, surge, and on-demand scenarios arising from military needs.

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

• Conduct individualized counseling sessions and consultations with commanders, providers, and staff.

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

• Supply referral resources to participants.

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

• Develop and disseminate informational financial materials.

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

• Provide age-appropriate classes or seminars upon request.

• Deliver virtual counseling using web-based tools, secure online chat, video communications, or secure video teleconferencing when authorized.

• 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 sessions, 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 relevant experience may be accepted in place of a bachelor's degree.

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

• At least 5 years of experience in financial counseling is required.

• Must be a U.S. citizen.

• Proficiency in fluent English is necessary.

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

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

• Ability to successfully pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process is required.

• Possession of one of the following certifications is mandatory: 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.

• A comprehensive benefits package is offered.

• Health benefits are included.

• Life benefits are provided.

• Voluntary benefits are available.

• Additional benefits and perks that support physical, mental, emotional, and financial wellbeing are offered.

• A tobacco-free workplace is maintained.