Personal Financial Counselor

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

📋 Description

• Deliver personal financial services at designated military installations.

• Offer personal financial counseling and management services directly to service members and their families.

• Conduct individualized counseling and consultations with commanders, providers, and staff.

• Facilitate briefings and presentations.

• Provide referral resources beyond counseling sessions.

• Collaborate with installation and military branch Points of Contact to ensure program objectives and installation requirements are fulfilled.

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

• Develop and distribute informational financial materials.

• 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 and electronic communication as authorized.

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

• Engage with leadership and participate in individual and group supervision.

• Share insights regarding installation trends and issues.

• Participate in in-service training, quality improvement committees, and other contract-related activities.

• Carry out other assigned responsibilities.

⛳️ Requirements

• A Bachelor's degree is required.

• An Associate degree along with 4 years of experience may be considered as a substitute for a Bachelor's degree.

• A high school diploma plus 6 years of experience may also be accepted in lieu of a Bachelor's degree.

• Minimum of 3 years of financial counseling experience is required.

• Candidates must be U.S. citizens.

• Fluency in English is mandatory.

• Bilingual proficiency in English and Spanish is required if specified 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.

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

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

🏝️ Benefits

• Potential for short-term incentives.

• Comprehensive benefits package available.

• Health benefits included.

• Life insurance benefits provided.

• Optional voluntary benefits offered.

• A variety of benefits and perks aimed at supporting physical, mental, emotional, and financial wellness.

• A tobacco-free workplace environment.