Personal Financial Counselor, Assignment Ready Counselor

About This Role

This part-time Personal Financial Counselor position provides financial counseling and management services to military service members and their families, with a focus on short-term, surge, and on-demand situations. The role involves conducting one-on-one counseling, presentations, and educational workshops across various financial topics.

Responsibilities

• Provide personal financial counseling and management services directly to service members and their families
• Assist service members in establishing a spending plan for extended absences
• Develop and make available informational financial materials to service members and families
• Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops
• Respond to requests for age-appropriate classes or seminars
• Effectively utilize virtual counseling or other electronic modes of communication
• Manage duty to warn situations according to Department of Defense (DoD) protocol
• Communicate with leadership and participate in regular individual and group supervision
• Participate in regular in-services/training, quality improvement committees or other contract activities

Requirements

• 5+ years of financial counseling experience
• U.S. citizen
• Fluent English speaker
• Ability to obtain a favorably adjudicated Tier 2 investigation
• Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process
• Accredited Financial Counselor (AFC) OR Certified Financial Planner (CFP) OR Chartered Financial Consultant (ChFC)

Qualifications

• Bachelor's degree required or Associate's degree plus 4 years' experience or High School Diploma plus 6 years' experience
• 5+ years of financial counseling experience

Nice to Have

• Bilingual in English and Spanish (if required by contract)

Benefits

Certifications