Personal Financial Counselor

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

📋 Description

• Provide support during short-term, surge, and on-demand scenarios arising from military requirements.

• Deliver personal financial counseling and management services to service members and their families at military facilities.

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

• Create and distribute educational financial materials.

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

• Address requests for age-appropriate classes and seminars.

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

• Handle duty-to-warn situations in accordance with Department of Defense protocols.

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

• Share insights and trends affecting assigned installations.

• Participate in in-services, 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 accepted in place of a bachelor’s degree.

• A high school diploma along with 6 years of experience may also be considered in lieu of a bachelor’s degree.

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

• Candidates must be U.S. citizens.

• Proficiency in spoken English is required.

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

• Ability to obtain a favorably adjudicated Tier 2 investigation is required.

• Must successfully complete 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.

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

🏝️ Benefits

• Short-term incentives may be offered.

• A comprehensive benefits package is available.

• Health benefits included.

• Life insurance benefits provided.

• Optional benefits available.

• Wellbeing perks that support physical, mental, emotional, and financial wellness.

• A tobacco-free workplace.