Personal Financial Counselor

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

📋 Description

• Offer coverage during short-term, surge, and on-demand scenarios resulting from military requirements.

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

• Conduct one-on-one counseling sessions and consultations with commanders, providers, and staff.

• Facilitate briefings, presentations, classes, and seminars.

• Provide referral resources outside of counseling sessions.

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

• Develop and distribute informative financial materials.

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

• Provide age-appropriate classes or seminars as requested.

• Utilize virtual counseling and electronic communication methods when permitted.

• 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.

• Perform additional duties as assigned.

⛳️ Requirements

• 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 required.

• Applicant must be a U.S. citizen.

• Proficiency in English is mandatory.

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

• Must be able to obtain a favorably adjudicated Tier 2 investigation.

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

• Required to hold 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 necessary.

🏝️ Benefits

• Short-term incentives may be available.

• Comprehensive benefits package offered.

• Health, life, voluntary, and additional benefits included.

• Benefits and perks designed to support physical, mental, emotional, and financial wellness.

• Tobacco-free workplace environment.