Personal Financial Counselor - Youngstown, OH

Military Spouse Corporate Career Network • Youngstown, OH

13d • Onsite

About The Position

This position provides personal financial services to military service members and their families at assigned military installations. The counselor delivers education and counseling across a range of financial topics, including one-on-one counseling, consultations 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 is within scope and meets installation needs.

The role includes helping service members establish spending plans for extended absences; developing and distributing financial materials; and coordinating, publicizing, and providing personal financial management classes and workshops. Topics may span military lifecycle events, including arrival at a first duty station, pre- and post-deployment, and personal or career events identified in DoDI 1322.34. The counselor responds to requests for age-appropriate classes or seminars and may use customer-sponsored secure virtual counseling methods when authorized by the OSD FINRED Program office.

The counselor manages duty-to-warn situations under Department of Defense protocol, communicates with leadership, participates in individual and group supervision, and shares information about trends and issues at assigned installations. The position also participates in training, quality-improvement committees, and other contract activities as assigned. 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; English and Spanish bilingual ability 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 to service members and their families.
• Deliver one-on-one counseling, consultations, briefings, presentations, and referrals to financial resources.
• Work with installation and military-branch points of contact to ensure the program is 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 military lifecycle topics.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and other secure electronic communication methods when authorized.
• Manage duty-to-warn situations according to Department of Defense protocol.
• Communicate with leadership, participate in individual and group supervision, and share installation trends and issues.
• 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.
• Position may be eligible for short-term incentives.

What This Job Offers

• Job Type: Full-time