Personal Financial Counselor - Helena, MT

Military Spouse Corporate Career Network • Helena, MT

6d • Onsite

About The Position

The Personal Financial Counselor 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 outside resources. The counselor works with installation and military branch Points of Contact to ensure services are within scope and meet installation needs.

The role provides financial counseling and management services, helps service members establish spending plans for extended absences, and develops informational financial materials. It also 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. The counselor responds to requests for age-appropriate classes or seminars and may use virtual or electronic communications when authorized by the OSD FINRED Program office.

The counselor 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. The position also involves in-service training, quality improvement committees, and other assigned contract activities. Additional duties may be assigned.

Requirements

• Bachelor's degree, or an associate degree plus four years of experience, or a high school diploma plus six years of experience.
• At least three years of financial counseling experience.
• 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.

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 outside resources.
• Work with installation and military branch Points of Contact to ensure the program stays within scope and meets installation needs.
• Assist service members in 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 across the military lifecycle.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and electronic communication methods when authorized by the OSD FINRED Program office.
• Manage duty-to-warn situations according to Department of Defense protocol.
• Communicate with leadership, participate in individual and group supervision, and share information about installation trends and issues.
• Participate in in-service training, quality improvement committees, and other assigned or appropriate contract activities.
• Perform other duties as assigned.

Benefits

• Comprehensive benefits package.
• 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