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

📋 Description

• Deliver personal financial services at designated military installations

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

• Aid service members in creating spending plans for extended absences

• Create and distribute 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

• Employ virtual counseling and electronic communication methods, including web-based services, secure online chat, video communications, and 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

• Provide insights regarding installation trends and issues

• Take part in in-services, training, quality improvement committees, and other contractual activities

• Execute additional duties as assigned

⛳️ Requirements

• Bachelor's degree is mandatory

• An Associate degree combined with 4 years of experience may be accepted in place of a bachelor's degree

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

• Minimum of 3 years of experience in financial counseling

• Must be a U.S. citizen

• Proficient in spoken English

• Bilingual in English and Spanish if required by the contract

• Capable of obtaining a favorably adjudicated Tier 2 investigation

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

• Should possess one of the following: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)

• Valid in-state driver's license is required as part of the certification