Personal Financial Counselor - Buffalo, NY

Military Spouse Corporate Career Network • Buffalo, NY

1d • Onsite

About The Position

Provides personal financial services to military service members and their families at assigned military installations. Delivers one-on-one counseling and consultation, briefings and presentations, referrals, and other personal financial counseling and management services. Works with installation and military-branch points of contact to ensure services are within scope and meet installation needs. Supports service members in developing spending plans for extended absences and develops informational financial materials for service members and families.

Coordinates, publicizes, and provides Personal Financial Management classes and workshops on topics across the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and career events. Responds to requests for age-appropriate classes or seminars. May use virtual counseling and secure electronic communication methods when authorized by the OSD FINRED Program office. Follows Department of Defense protocols for duty-to-warn situations, communicates with leadership, participates in individual and group supervision, and takes 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 in lieu of a bachelor's degree.
• At least 3 years of financial counseling experience.
• U.S. citizenship.
• Fluent English.
• Bilingual English and Spanish if required by the contract.
• 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 directly to service members and their families.
• Deliver one-on-one counseling, consultations, briefings, presentations, and referrals to appropriate 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 provide informational financial materials 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 secure 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 trends and issues from assigned installations.
• Participate in training, quality-improvement committees, and other assigned contract activities.

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