Personal Financial Counselor

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 military personnel and their families

• Assist service members in creating spending plans for extended periods of absence

• Design and provide educational 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

• Share insights regarding installation trends and issues

• Participate in in-service training, quality improvement committees, and other contractual activities

• Carry out additional duties as assigned

⛳️ Requirements

• A bachelor's degree is required

• An associate degree plus 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 in lieu of a bachelor's degree

• A minimum of 3 years of financial counseling experience

• Must be a U.S. citizen

• Fluency in English is required

• Bilingual proficiency in English and Spanish may be necessary based on contract requirements

• Capability to obtain a favorably adjudicated Tier 2 investigation

• Must successfully 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 as part of the certification

🏝️ Benefits

• Potential availability of short-term incentives

• Comprehensive benefits package

• Health benefits

• Life insurance benefits

• Optional benefits

• Additional perks supporting physical, mental, emotional, and financial well-being

• Tobacco-free workplace