Personal Financial Counselor

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

📋 Description

• Offer support in short-term, surge, and on-demand scenarios based on military requirements.

• Deliver personal financial counseling and management services to military personnel and their families at military bases.

• Provide individualized counseling, consultations, briefings, presentations, and referral resources.

• Collaborate with installation and military branch Points of Contact to ensure the program aligns with installation needs.

• Assist service members in creating spending plans for extended periods of absence.

• Create and distribute informative financial materials.

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

• Address requests for age-appropriate classes and seminars.

• Utilize virtual counseling and secure electronic communication when authorized.

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

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

• Share trends and issues from designated installations.

• Take part in in-services, training, quality improvement committees, and other contract-related activities.

• Execute other assigned duties.

⛳️ Requirements

• A bachelor's degree is required.

• An associate degree plus 4 years of relevant experience may be accepted in place of a bachelor's degree.

• A high school diploma plus 6 years of relevant experience may be accepted in place of a bachelor's degree.

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

• Must be a U.S. citizen.

• Proficiency in English is required.

• Bilingual skills in English and Spanish are necessary 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 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 as part of the certification.

🏝️ Benefits

• Potential for short-term incentives.

• Comprehensive benefits package.

• Health, life, voluntary, and additional benefits.

• Perks for physical, mental, emotional, and financial wellbeing.

• Opportunities for professional growth and development.

• Total health and wellness programs.

• Rewards and recognition initiatives.

• Fostering employee unity.

• Tobacco-free workplace.