Personal Financial Counselor - Buffalo, NY

VetJobs • Buffalo, NY

3d • $58,440 - $93,500 • Onsite

About The Position

Provides personal financial counseling and management services to military service members and their families at assigned military installations. Services include one-on-one counseling, consultation 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 helps service members establish spending plans for extended absences; develops and distributes financial information; and coordinates, publicizes, and delivers Personal Financial Management classes and workshops across military lifecycle events. The counselor responds to requests for age-appropriate classes and may use authorized virtual counseling and secure electronic communication methods. The position also manages duty-to-warn situations according to Department of Defense protocol, communicates trends and issues to leadership, participates in supervision and training, and supports 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 may be considered in lieu of a bachelor's degree.
• 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 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.

Nice To Haves

• Bilingual English and Spanish if required by the contract.

Responsibilities

• Provide personal financial counseling and management services directly to service members and their families.
• Offer one-on-one counseling, consultations, briefings, presentations, and referrals to resources.
• Work with installation and military branch Points of Contact to ensure the program operates 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 on topics across the military lifecycle.
• Respond to requests for age-appropriate classes or seminars.
• Use authorized virtual counseling and secure electronic communication methods when applicable.
• Manage duty-to-warn situations according to Department of Defense protocol.
• Communicate with leadership and share information about installation trends and issues during supervision.
• Participate in in-service training, quality improvement committees, and other assigned contract activities.

Benefits

• 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