Personal Financial Counselor - Rio Rancho, NM

Military Spouse Corporate Career Network • Rio Rancho, NM

5d • Onsite

About The Position

The Personal Financial Counselor provides personal financial services to military service members and their families at assigned military installations. The role delivers one-on-one counseling, consultations with commanders and other providers or staff, briefings, presentations, referrals, and financial education. The counselor works with installation and military-branch Points of Contact to ensure services remain within scope and meet installation needs.

The counselor helps service members develop spending plans for extended absences, prepares and shares financial information, and coordinates and delivers personal financial management classes and workshops. Topics may cover stages of the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and career events. The counselor also responds to requests for age-appropriate classes or seminars and may use approved virtual or electronic communication methods when authorized by the OSD FINRED Program office.

The role 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 assigned contract activities. Additional duties may be assigned.

Requirements

• Bachelor's degree, or an associate degree plus 4 years of experience, or a high school diploma plus 6 years of experience.
• At least 3 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 (OCI) 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 directly to service members and their families.
• Deliver one-on-one counseling, consultations, briefings, presentations, and referrals.
• Work with installation and military-branch Points of Contact to ensure the program remains 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 families.
• Coordinate, publicize, and provide personal financial management classes and workshops covering topics across the military lifecycle.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and other 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 and participate in individual and group supervision, sharing information about installation trends and issues.
• Participate in in-service 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 supporting physical, mental, emotional, and financial wellbeing.
• May be eligible for short-term incentives.

What This Job Offers

• Job Type: Full-time