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 scenarios stemming from military requirements.

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

• Conduct individual counseling and consultations with commanders, providers, staff, and other stakeholders.

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

• Supply referral resources outside of counseling sessions.

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

• Develop and disseminate informational financial materials.

• Organize and promote financial management classes and workshops throughout the military lifecycle.

• Utilize virtual counseling and electronic communication methods when permitted.

• Manage duty-to-warn situations in accordance with Department of Defense guidelines.

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

• Share insights and trends impacting assigned installations.

• Participate in training, quality improvement committees, and various contract activities.

• Carry out additional duties 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 along with 6 years of experience may be taken into consideration instead of a bachelor's degree.

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

• Applicant must be a U.S. citizen.

• Fluency in English is mandatory.

• Bilingual proficiency in English and Spanish is required if stipulated by the contract.

• Ability to obtain a favorably adjudicated Tier 2 investigation.

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

• Certification is required in one of the following: 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 offered.

• Comprehensive benefits package available.

• Health, life, voluntary, and various other benefits provided.

• Benefits and perks aimed at enhancing physical, mental, emotional, and financial wellbeing.

• Tobacco-free workplace environment.