Personal Financial Counselor

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

📋 Description

• Provide coverage in short-term, surge, and on-demand situations stemming from military requirements.

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

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

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

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

• Develop and disseminate informational financial materials.

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

• Provide age-appropriate classes or seminars upon request.

• Utilize virtual counseling and electronic communication methods when authorized.

• Manage duty-to-warn situations in accordance with DoD protocol.

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

• Share trends and issues from assigned installations.

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

• Offer referrals to external resources when appropriate.

• Execute other assigned duties as required.

⛳️ Requirements

• A Bachelor's degree is mandatory.

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

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

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

• Must be a U.S. citizen.

• Proficiency in English is required.

• Bilingual in English and Spanish 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 certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

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

🏝️ Benefits

• Short-term incentives may be offered.

• A comprehensive benefits package is available.

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

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

• A tobacco-free workplace environment.