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Financial Counselor
1 month ago
This position provides coverage in short-term, surge, and on-demand situations resulting from military needs. The primary responsibilities include providing full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services, such as one-on-one counseling, consultation with a commander or another provider, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. The successful candidate will work closely with the installation and military branch Points of Contact (POC) to ensure that the program is provided within scope and meets the needs of the installation.
Key Responsibilities
- Provides personal financial counseling and management services directly to service members and their families.
- Assists service members in establishing a spending plan for extended absences.
- Develops and makes available informational financial materials to service members and families.
- Coordinates, publicizes, and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI.
- Responds to requests for age-appropriate classes or seminars.
- Possesses the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web-based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer.
- Manages duty to warn situations according to Department of Defense (DoD) protocol.
- Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
- Participates in regular in-services/training, quality improvement committees, or other contract activities as assigned/appropriate.
- All other duties as assigned.
Requirements
- Bachelor's degree required.
- May consider applicants with an associate degree plus 4 years' experience in lieu of a 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 have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
