Personal Financial Counselor
About The Position
Personal Financial Counselors provide personal financial counseling and management services at assigned military installations to service members and their families, including adults, children, and youth. Services include individualized and one-on-one counseling, consultation with commanders or other providers and staff, briefings and presentations, financial education, and referrals outside counseling sessions. Counselors work closely with installation and military-branch Points of Contact to ensure the program stays within scope and meets installation needs. The role includes helping service members establish financial plans for extended absences; creating and distributing informational financial materials; and coordinating, publicizing, and teaching personal financial management classes and workshops covering topics throughout the military lifecycle. Counselors also respond to requests for age-appropriate classes or seminars for youths and teens. They use virtual counseling and other secure communication methods as an adjunct to in-person counseling when participants cannot attend in person. Counselors handle duty-to-warn and restricted-reporting situations in accordance with Department of War protocol and staff cases with leadership. They communicate with leadership, participate in individual and group supervision, share installation trends and issues, and take part in in-services, training, quality-improvement committees, and other contract activities as assigned or appropriate. Other duties may be assigned.
Requirements
- Hold an active AFC®, ChFC®, or CFP® certification.
- Be a U.S. citizen.
- Speak fluent English.
- Have a bachelor’s degree, or a combination of education and experience that equips the individual to serve as a financial counselor.
- Be able to obtain a favorably adjudicated Tier 1 investigation.
- Have over 1,000 hours of financial counseling experience.
Responsibilities
- Provide personal financial counseling and management services to service members and their adult, child, and youth family members.
- Provide individualized financial counseling and assistance to service members and families.
- Assist service members in establishing an extended-absence financial plan.
- Develop and make informational financial materials available to service members and families.
- Coordinate, publicize, and provide 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 outlined in DoDI 1322.34.
- Respond to requests for age-appropriate classes or seminars for youths and teens as part of on-base education.
- Use virtual counseling and other secure communication methods, including web-based services, secure online chat, video communications, and customer-sponsored secure video teleconferencing, as an adjunct to in-person counseling when needed.
- Manage duty-to-warn and restricted-reporting situations according to Department of War protocol and staff cases with leadership.
- Communicate with leadership and participate in regular individual and group supervision, sharing information about trends and issues at assigned installations.
- Participate in regular in-services, training, quality-improvement committees, and other contract activities as assigned or appropriate.
- Perform other duties as assigned.
Benefits
- 401(k) matching
- Health, dental, and vision insurance
- Disability insurance
- Paid time off
- Employee assistance program (EAP)
- Flexible spending account (FSA)
- Health savings account (HSA)
- Life insurance
- Tuition reimbursement
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What This Job Offers
Job Type
Full-time
