Personal Financial Counselor - Orlando, FL
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 resources outside counseling sessions. The counselor works with installation and military-branch Points of Contact to ensure the program operates within scope and meets installation needs. The role includes helping service members establish spending plans for extended absences; developing and distributing informational financial materials; and coordinating, publicizing, and delivering personal financial management classes and workshops across the military lifecycle. Topics may include arrival at a first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34. The counselor 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 tools, 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 also includes managing duty-to-warn situations according to Department of Defense protocol, communicating with leadership, participating in individual and group supervision, sharing installation trends and issues, and taking part in training, quality-improvement committees, and other contract activities as assigned. Additional duties may be assigned in keeping with the intent of the role.
Requirements
- 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.
- At least 3 years of financial counseling experience.
- Must be a U.S. citizen and speak fluent English.
- Must be bilingual in English and Spanish if required by the contract.
- Must be able to obtain a favorably adjudicated Tier 2 investigation.
- Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
- Must hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
- Must have a valid in-state driver's license.
Responsibilities
- Provide personal financial counseling and management services directly to service members and their families at assigned military installations.
- Deliver one-on-one counseling, consultations, briefings, presentations, and referrals to financial resources.
- Work with installation and military-branch Points of Contact to ensure the program operates within scope and meets installation needs.
- Help service members establish spending plans for extended absences.
- Develop and make informational financial materials available to service members and families.
- Coordinate, publicize, and deliver 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.
- Manage duty-to-warn situations according to Department of Defense protocol.
- Communicate with leadership and participate in individual and group supervision, sharing information about installation trends and issues.
- Participate in in-service training, quality-improvement committees, and other contract activities as assigned.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
