Financial Services Specialist
4 weeks ago
This position provides personal financial services at assigned military installations. The primary responsibilities include offering a full range of personal financial counseling services to military service members and their families at military installations. These services may include one-on-one counseling, consultation with a commander or other provider, conducting briefings and presentations, or providing referral resources outside of a counseling session.
Key Responsibilities- Provide personal financial counseling and management services directly to 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 wide variety of personal financial management classes and workshops, including topics across the military lifecycle.
- Respond to requests for age-appropriate classes or seminars.
- Possess the skills to effectively utilize virtual counseling or other electronic modes of communication.
- Manage duty to warn situations according to Department of Defense protocol.
- Communicate with leadership and participate in regular individual and group supervision.
- Participate in regular in-services, training, quality improvement committees, or other contract activities as assigned.
- 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.
- May be required to work outside of traditional office hours to support business needs.
- 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).
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