Personal Financial Counselor

About This Role

Provide personal financial counseling services to military service members and their families at military installations. This role involves one-on-one counseling, conducting briefings, and providing referral resources.

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.
• Utilize virtual counseling or other electronic modes of communication (web-based, secure online chat, video-based communications).
• Manage duty to warn situations according to Department of Defense (DoD) protocol.
• Communicate with leadership and participate in regular individual and group supervision, sharing information regarding trends and issues on the installations.
• Participate in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.

Requirements

• Bachelor's degree or equivalent experience (Associate's with 4 years experience or High School Diploma with 6 years experience)
• 3+ years of financial counseling experience
• U.S. citizen
• Fluent English speaker
• Ability to obtain a favorably adjudicated Tier 2 investigation
• Ability to pass Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process
• One of the following certifications: AFC, CFP, or ChFC

Qualifications

• Bachelor's degree required.
• 3+ years of financial counseling experience.

Nice to Have

• Bilingual in English and Spanish

Benefits

Certifications