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 that arise from military requirements.

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

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

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

• Provide referral resources during and outside of counseling sessions.

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

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

• Create and disseminate informational financial materials.

• Address requests for age-appropriate classes or seminars.

• Offer authorized virtual counseling through secure web-based chat, video communications, or secure video teleconferencing.

• 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 training, quality improvement committees, and other contract-related 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 considered in place of a Bachelor's degree.

• A high school diploma along with 6 years of experience may also be considered as a substitute for a Bachelor's degree.

• Must be a U.S. citizen.

• Proficiency in fluent English is necessary.

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

• Capable of obtaining a favorably adjudicated Tier 2 investigation.

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

• Possession of one of the following credentials: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) is mandatory.

• Must have over a thousand hours of experience in financial counseling.

• Skills to effectively use virtual counseling and electronic communication methods are essential.

• Compliance with applicable legal, regulatory, contractual, and internal policy requirements is required.

• A valid in-state driver's license is necessary.

🏝️ Benefits

• Short-term incentives may be accessible.

• A comprehensive benefits package is offered.

• Health, life, voluntary, and various other benefits are included.

• Benefits and perks that support physical, mental, emotional, and financial well-being are provided.

• A tobacco-free workplace is maintained.