Personal Financial Counselor

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

📋 Description

• Deliver personal financial counseling and management services to military personnel and their families.

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

• Create and disseminate informative financial materials.

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

• Address requests for age-appropriate classes or seminars.

• Provide virtual counseling through secure web-based chat, video communications, and authorized customer-sponsored secure video teleconferencing.

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

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

• Share insights on trends and issues impacting assigned installations.

• Take part in in-service training, quality improvement committees, and other contract-related activities.

• Execute additional responsibilities as assigned.

⛳️ Requirements

• A bachelor's degree is required.

• An associate degree combined with 4 years of experience may be accepted in lieu of a bachelor's degree.

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

• A minimum of 3 years of financial counseling experience is essential.

• Must be a U.S. citizen.

• Proficiency in English is required.

• Bilingual proficiency in English and Spanish is necessary if mandated by the contract.

• Capable of obtaining a favorably adjudicated Tier 2 investigation.

• Must successfully pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest 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 eligibility for short-term incentives.

• Comprehensive benefits package.

• Health benefits.

• Life benefits.

• Voluntary benefits.

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

• A tobacco-free workplace.