Personal Financial Counselor

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

📋 Description

• Deliver support during short-term, surge, and on-demand scenarios arising from military requirements, such as post-deployment activities or replacing absent counselors.

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

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

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

• Provide referral resources beyond counseling sessions.

• Collaborate with installation and military branch Points of Contact to ensure the program remains within scope and addresses installation needs.

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

• Develop and distribute educational financial materials.

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

• Offer age-appropriate classes or seminars upon request.

• Utilize virtual counseling and electronic communication methods 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 trends and issues impacting assigned installations.

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

• Perform additional duties as assigned.

⛳️ Requirements

• A Bachelor's degree is required.

• An Associate degree combined with 4 years of experience may be considered in lieu of a Bachelor's degree.

• A high school diploma along with 6 years of experience may be accepted in place of a Bachelor's degree.

• Minimum of 3 years of experience in financial counseling.

• Must be a U.S. citizen.

• Proficient in English.

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

• Capable of obtaining a favorably adjudicated Tier 2 investigation.

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

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

• Possess a valid in-state driver's license.

🏝️ Benefits

• Short-term incentives may be available.

• Comprehensive benefits package.

• Health benefits.

• Life benefits.

• Voluntary benefits.

• Additional benefits and perks that support physical, mental, emotional, and financial well-being.

• Tobacco-free workplace.