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Personal Financial Counselor(m/w/x)
Counseling service members and families on spending plans, financial literacy, and material development. 3+ years financial counseling experience and U.S. citizenship required. Dynamic work conducting classes and seminars.
Requirements
- Bachelor's degree
- Associate degree plus 4 years' experience in lieu of bachelor's degree
- High school diploma plus 6 years' experience in lieu of bachelor's degree
- 3+ years of financial counseling experience
- U.S. citizenship and fluent English
- Bilingual in English and Spanish if required by the contract
- Ability to obtain a favorably adjudicated Tier 2 investigation
- Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process
- One of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
Tasks
- Provide personal financial counseling to service members and families
- Assist service members in creating spending plans for extended absences
- Develop and distribute informational financial materials
- Coordinate and conduct Personal Financial Management classes and workshops
- Respond to requests for age-appropriate financial seminars
- Utilize virtual counseling and electronic communication methods
- Manage duty to warn situations per DoD protocol
- Communicate trends and issues with leadership
- Participate in training and quality improvement committees
- Perform additional duties as assigned
Work Experience
- 3 years
Education
- High school diploma
Languages
- English – Business Fluent
- Spanish – Basic
Benefits
Bonuses & Incentives
- Short-term incentives
Other Benefits
- Comprehensive benefits package
- Life benefits
- Voluntary benefits
- Financial wellbeing support
Healthcare & Fitness
- Health benefits
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Personal Financial Counselor(m/w/x)
Counseling service members and families on spending plans, financial literacy, and material development. 3+ years financial counseling experience and U.S. citizenship required. Dynamic work conducting classes and seminars.
Requirements
- Bachelor's degree
- Associate degree plus 4 years' experience in lieu of bachelor's degree
- High school diploma plus 6 years' experience in lieu of bachelor's degree
- 3+ years of financial counseling experience
- U.S. citizenship and fluent English
- Bilingual in English and Spanish if required by the contract
- Ability to obtain a favorably adjudicated Tier 2 investigation
- Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process
- One of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
Tasks
- Provide personal financial counseling to service members and families
- Assist service members in creating spending plans for extended absences
- Develop and distribute informational financial materials
- Coordinate and conduct Personal Financial Management classes and workshops
- Respond to requests for age-appropriate financial seminars
- Utilize virtual counseling and electronic communication methods
- Manage duty to warn situations per DoD protocol
- Communicate trends and issues with leadership
- Participate in training and quality improvement committees
- Perform additional duties as assigned
Work Experience
- 3 years
Education
- High school diploma
Languages
- English – Business Fluent
- Spanish – Basic
Benefits
Bonuses & Incentives
- Short-term incentives
Other Benefits
- Comprehensive benefits package
- Life benefits
- Voluntary benefits
- Financial wellbeing support
Healthcare & Fitness
- Health benefits
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