Personal Financial Counselor

About This Role

This position provides personal financial counseling services to service members and their families at military installations, covering short-term, surge, and on-demand situations. The role involves a full breadth of financial counseling, including consultations, briefings, and referrals.

Responsibilities

• Provide one-on-one personal financial counseling and related services, including consultations with commanders or other providers, briefings, presentations, and referrals to outside resources
• Work closely with installation and military branch points of contact to ensure programs meet installation needs and remain within scope
• Assist service members in establishing a spending plan for extended absences
• Develop, distribute, and coordinate informational financial materials and Personal Financial Management classes/workshops covering the military lifecycle
• Respond to requests for age-appropriate classes or seminars
• Utilize virtual counseling and electronic communication methods such as secure online chat, video-based communications, and video teleconference
• Manage duty-to-warn situations according to DoD protocol
• Communicate with leadership, participate in regular supervision, and share information on trends and issues
• Participate in in-services, training, quality-improvement committees, and other contract activities as assigned
• Perform all other duties as assigned

Requirements

• Bachelor’s degree required; may consider associate degree + 4 years of experience or high school diploma + 6 years of experience
• Minimum 3 years of financial counseling experience
• Must be a U.S. citizen and speak fluent English; bilingual in English and Spanish if required
• Ability to obtain a favorably adjudicated Tier2 investigation
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process
• Must hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)

Benefits

• Short-term incentives
• Comprehensive benefits package, including health, life, and other benefits