Assignment Ready Counselor, Personal Financial Counselor
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Job Description
Personal Financial Counselor providing full breadth of counseling services for military service members and families at installations. Coordinating classes and managing financial planning resources for the military community.
Responsibilities:
- Provide coverage in short-term, surge and on demand situations resulting from Military needs
- Provide full breadth of personal financial counseling services to military 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 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
- Manage duty to warn situations according to Department of Defense (DoD) protocol
- Communicate with leadership and participate in regular supervision
- Participate in regular in-services/training and quality improvement committees
- Perform all other duties as assigned
Requirements:
- Bachelor's degree required
- May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree
- May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree
- 3+ years of financial counseling experience
- Must be a U.S. citizen and speak fluent English
- If required by the contract, must be bilingual in English and Spanish
- Be able to obtain a favorably adjudicated Tier 2 investigation
- Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process
- Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
Benefits:
- Broad range of health, life, voluntary and other benefits
- Perks that enhance physical, mental, emotional and financial wellbeing
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