About The Position

This position provides personal financial services at assigned military installations, including comprehensive financial counseling and education for service members and their families. Services may include one-on-one counseling, consultation with commanders or other providers and staff, briefings and presentations, and referrals to resources outside a counseling session. The counselor works closely with installation and military-branch points of contact to ensure services remain within scope and meet installation needs. The counselor provides financial management support directly to service members and families, develops informational materials, and coordinates and delivers Personal Financial Management classes and workshops across the military lifecycle. The role may also involve virtual counseling through authorized electronic communication channels. The counselor follows Department of Defense protocols for duty-to-warn situations, communicates with leadership, participates in supervision and training, and contributes to quality improvement and other contract activities. Additional duties may be assigned consistent with the role. A bachelor's degree is required, though an associate degree plus four years of experience or a high school diploma plus six years of experience may be considered in lieu of a bachelor's degree. Applicants need at least three years of financial counseling experience and one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Applicants must be U.S. citizens, speak fluent English, be able to obtain a favorably adjudicated Tier 2 investigation, and pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process. English-Spanish bilingual ability is required if required by the contract.

Requirements

  • Bachelor's degree; an associate degree plus four years of experience or a high school diploma plus six years of experience may be considered in lieu of a bachelor's degree.
  • At least three 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 (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.

Responsibilities

  • Provide personal financial counseling and management services to service members and their families.
  • 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 covering military lifecycle topics and events.
  • 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 or appropriate contract activities.
  • Work with installation and military-branch points of contact to ensure the program operates within scope and meets installation needs.
  • Perform other duties as assigned.

Benefits

  • The position may be eligible for short-term incentives.
  • Comprehensive benefits package, including health, life, voluntary, and other benefits and perks supporting physical, mental, emotional, and financial wellbeing.
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