Financial Readiness Specialist

3 weeks ago


Montgomery, Alabama, United States LADGOV CORPORATION Full time
Job Summary:

As a Financial Readiness Specialist at LADGOV CORPORATION, you will play a critical role in providing financial counseling and education to Military families. Your expertise will help individuals and families achieve financial stability and security.

Main Responsibilities:

Offer personalized financial counseling to Military families, addressing their unique financial challenges and goals.

Develop and implement ongoing financial literacy programs, promoting financial awareness and education among Military personnel and their families.

Conduct regular touchpoints to monitor progress and provide ongoing support, ensuring individuals and families stay on track with their financial goals.

Stay up-to-date with the latest innovations in financial programs, ensuring the delivery of best-in-class services to our clients.

Collaborate with colleagues to develop and implement extended absence financial plans, providing comprehensive support to Military families during times of need.

Provide education on basic financial skills, savings, and investing, empowering individuals and families to make informed financial decisions.

Requirements:

Bachelor's Degree in a relevant field, such as finance, economics, or a related field.

Accredited Financial Counselor (AFC) certification, as certified by the Association for Financial Counseling and Planning Education (AFCPE).

Attendance at the DoD Financial Readiness Training Symposium, demonstrating a commitment to ongoing professional development.

Demonstrated completion of 30 Continuing Education Units (CEU) bi-annually, showcasing a dedication to staying current with industry developments and best practices.

Proven experience offering information, education, and personal financial counseling to Military, individuals, and families, with a strong track record of success in this field.

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