Personal Financial Counselor - Hattiesburg, MS

VetJobs•Hattiesburg, MS
•$58,440 - $93,500•Onsite

About The Position

Provides personal financial services at assigned military installations, delivering counseling and management services directly to service members and their families. Services include one-on-one counseling, consultation with commanders or other providers and staff, briefings and presentations, and referral resources outside counseling sessions. Works with installation and military branch Points of Contact to ensure the program stays within scope and meets installation needs. The counselor helps service members establish spending plans for extended absences; develops and distributes informational financial materials; and coordinates, publicizes, and teaches personal financial management classes and workshops covering topics throughout the military lifecycle. The role responds to requests for age-appropriate classes and seminars and may use authorized virtual counseling and secure electronic communications. The counselor handles duty-to-warn situations according to Department of Defense protocol, 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; 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 and fluent English.
  • AFC, CFP, or ChFC certification.
  • Valid in-state driver's license.
  • Ability to obtain a favorably adjudicated Tier 2 investigation.
  • Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
  • Bilingual English and Spanish if required by the contract.

Responsibilities

  • Provide personal financial counseling and management services to military service members and their families at assigned military installations.
  • Offer one-on-one counseling, consult with commanders and other providers or staff, conduct briefings and presentations, and provide referrals.
  • Coordinate with installation and military branch Points of Contact to ensure program services remain within scope and meet installation needs.
  • Assist service members in establishing spending plans for extended absences.
  • Develop and make available informational financial materials for 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 communication modes when authorized.
  • Manage duty-to-warn situations according to Department of Defense protocol.
  • Communicate with leadership and participate in regular individual and group supervision, sharing trends and issues from assigned installations.
  • Participate in in-service training, quality-improvement committees, and other assigned or appropriate contract activities.
  • 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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