Personal Financial Counselor - Little Falls, MN

VetJobs • Little Falls, MN

4d • $58,440 - $93,500 • Onsite

About The Position

Provides personal financial services to military service members and their families at assigned military installations. Services include one-on-one counseling, consultations with commanders or other providers and staff, briefings and presentations, and referrals to resources outside counseling sessions. Works with installation and military branch Points of Contact to ensure the program operates within scope and meets installation needs.

Supports service members in establishing spending plans for extended absences and develops informational financial materials for service members and families. 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. Responds to requests for age-appropriate classes or seminars.

Uses virtual counseling and other electronic communication methods when authorized by the OSD FINRED Program office. Manages duty-to-warn situations in accordance with Department of Defense protocol. Communicates with leadership, participates in individual and group supervision, and shares information about installation trends and issues. Participates in training, quality improvement committees, and other assigned contract activities. Additional duties may be assigned consistent with the role.

Requirements

• Bachelor's degree required; 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.
• At least 3 years of financial counseling experience.
• U.S. citizenship and fluent English.
• Must be bilingual in English and Spanish if required by the contract.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest process.
• Must hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Valid in-state driver's license.

Responsibilities

• Provide personal financial counseling and management services to service members and their families.
• Deliver one-on-one counseling, consultations, briefings, presentations, and referrals to financial resources.
• Work with installation and military branch Points of Contact to ensure services are within scope and meet installation needs.
• Help service members establish spending plans for extended absences.
• Develop and provide informational financial materials to service members and families.
• Coordinate, publicize, and conduct personal financial management classes and workshops on military lifecycle topics.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and electronic communication methods when authorized.
• Manage duty-to-warn situations in accordance with 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, including health, life, voluntary, and other benefits and perks supporting physical, mental, emotional, and financial wellbeing.
• May be eligible for short-term incentives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level