Personal Financial Counselor

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

📋 Description

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

• Deliver a comprehensive range of personal financial counseling services to military personnel and their families at military installations.

• Conduct individual counseling sessions, briefings, presentations, or offer referral resources as necessary.

• Collaborate closely with installation and military branch Points of Contact (POC) to ensure that the program effectively addresses the needs of the installation.

• Create and distribute informative financial materials for service members and their families.

• Organize, promote, and conduct a diverse array of Personal Financial Management classes and workshops.

⛳️ Requirements

• A Bachelor's degree is mandatory.

• Applicants with an associate degree plus 4 years of experience may be considered in lieu of a bachelor's degree.

• Candidates with a high school diploma plus 6 years of experience may also be considered in place of a bachelor's degree.

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

• Applicants must be U.S. citizens and possess fluency in English.

• If required by the contract, candidates must be bilingual in English and Spanish.

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

• Candidates must successfully pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.

• One of the following certifications is required: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

🏝️ Benefits

• A comprehensive array of health, life, voluntary, and additional benefits and perks that support your physical, mental, emotional, and financial well-being.