Personal Financial Counselor

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

📋 Description

• Provide coverage during short-term, surge, and on-demand situations arising from military requirements

• Offer a comprehensive range of personal financial counseling services to military personnel and their families at military installations

• Conduct individualized counseling sessions, consultations, briefings, presentations, and referrals

• Collaborate with installation and military branch Points of Contact to ensure the program aligns with installation needs and stays within scope

• Assist service members in creating spending plans for extended absences

• Design and distribute informational financial resources

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

• Address requests for age-appropriate classes and seminars

• Provide virtual counseling using web-based tools, secure online chat, video conferencing, and secure video teleconferencing when authorized

• Manage duty-to-warn situations following Department of Defense protocols

• Communicate with leadership and engage in individual and group supervision

• Share insights on trends and issues impacting assigned installations

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

• Carry out additional duties as assigned

⛳️ Requirements

• Bachelor's degree required; an associate degree plus 4 years of experience or a high school diploma plus 6 years of experience may be considered in lieu

• Over 3 years of experience in financial counseling

• Must be a U.S. citizen

• Fluent in English

• Bilingual in English and Spanish if required by the contract

• Capability to obtain a favorably adjudicated Tier 2 investigation

• Ability to successfully navigate the Congressionally Mandated Disclosures for Organizational Conflicts of Interest process

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

• Valid in-state driver's license

🏝️ Benefits

• Short-term incentives may be available

• Comprehensive benefits package

• Health, life, voluntary, and other benefits

• Physical, mental, emotional, and financial wellbeing perks

• Opportunities for professional growth and development

• Total health and wellness programs

• Rewards and recognition

• Employee unity

• Tobacco-free workplace