Personal Financial Counselor - Fort Meade, MD

Military Spouse Corporate Career Network • Fort Meade, MD

2d • Onsite

About The Position

Provides personal financial services to military service members and their families at assigned military installations. The role delivers the full breadth of personal financial counseling, education, and management services, including individual counseling, consultations with commanders and other providers or staff, briefings and presentations, and referrals to resources outside counseling sessions. The counselor works with installation and military-branch Points of Contact to ensure services are within scope and meet installation needs.

The counselor helps service members establish spending plans for extended absences and develops and distributes informational financial materials. The role coordinates, publicizes, and delivers Personal Financial Management classes and workshops covering topics across the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and career events. It also responds to requests for age-appropriate classes or seminars.

The counselor must be able to use virtual counseling and other electronic communication methods, including web-based services, secure online chat, video communications, and customer-sponsored secure video teleconferencing. Virtual support may be authorized only by the OSD FINRED Program Office. The role manages duty-to-warn situations according to Department of Defense protocol, communicates with leadership, participates in individual and group supervision, and shares installation trends and issues. It also participates in training, quality-improvement committees, and other assigned contract activities. Additional duties may be assigned.

Requirements

• At least 3 years of financial counseling experience.
• Bachelor's degree; an associate degree plus 4 years of experience or a high school diploma plus 6 years of experience may be considered in lieu of a bachelor's degree.
• U.S. citizenship.
• Fluent English.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest process.
• One of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Valid in-state driver's license.
• Bilingual English and Spanish if required by the contract.

Responsibilities

• Provide personal financial counseling and management services to service members and their families at assigned military installations.
• Deliver one-on-one counseling, consultations, briefings, presentations, and referrals to appropriate resources.
• Work with installation and military-branch Points of Contact to ensure the program operates within scope and meets installation needs.
• Assist service members with establishing spending plans for extended absences.
• Develop and make informational financial materials available to service members and their families.
• Coordinate, publicize, and provide Personal Financial Management classes and workshops covering topics across the military lifecycle.
• Respond to requests for age-appropriate classes and seminars.
• Use virtual counseling and electronic communication methods when authorized.
• Manage duty-to-warn situations according to Department of Defense protocol.
• Communicate with leadership, participate in supervision, and share installation trends and issues.
• Participate in training, quality-improvement committees, and other assigned contract activities.
• Perform other duties as assigned.

Benefits

• Comprehensive benefits package.
• Health, life, voluntary, and other benefits and perks intended to support physical, mental, emotional, and financial wellbeing.
• May be eligible for short-term incentives.

What This Job Offers

• Job Type: Full-time