Personal Financial Counselor - Army National Guard, Buffalo, NY
About The Position
The Personal Financial Counselor provides personal financial services at assigned military installations, delivering personal financial counseling and management services to military 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 counseling sessions. The counselor works closely with installation and military branch Points of Contact to ensure the program remains within scope and meets installation needs. The role includes helping service members establish spending plans for extended absences; developing informational financial materials; and coordinating, publicizing, and delivering Personal Financial Management classes and workshops on topics across the military lifecycle. These 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 and may use authorized virtual counseling and other secure electronic communication methods. The counselor manages duty-to-warn situations according to Department of Defense protocol, communicates with leadership, participates in individual and group supervision, and shares information about installation trends and issues. The position also involves participating in training, quality improvement committees, and other contract activities as assigned. Additional duties may be assigned consistent with the intent of the role.
Requirements
- Bachelor's degree required; 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 be able to 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).
- Valid in-state driver's license is listed as required.
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 provide Personal Financial Management classes and workshops on topics across the military lifecycle.
- Respond to requests for age-appropriate classes or seminars.
- Use virtual counseling and secure electronic communications when authorized, including web-based, secure chat, video-based communication, or customer-sponsored secure video teleconference.
- 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-services, training, quality improvement committees, and other assigned or appropriate contract activities.
- Work with installation and military branch Points of Contact to ensure services remain within scope and address installation needs.
- Perform other duties as assigned.
Benefits
- Comprehensive benefits package, including health, life, voluntary, and other benefits and perks supporting physical, mental, emotional, and financial wellbeing.
- May be eligible for short-term incentives.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
