Personal Financial Counselor - Jacksonville, FL

VetJobs • Jacksonville, FL

2d • $58,440 - $93,500 • Onsite

About The Position

The Personal Financial Counselor provides personal financial services to military service members and their families at assigned military installations. Services 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 operates within scope and meets installation needs.

The role includes helping service members establish spending plans for extended absences; developing and sharing financial information materials; coordinating and delivering financial management classes and workshops across the military lifecycle; and responding to requests for age-appropriate classes or seminars. The counselor may use authorized virtual counseling and other secure electronic communication methods. The role also involves managing duty-to-warn situations according to Department of Defense protocol, communicating with leadership, participating in supervision and training, and contributing to 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 and fluent English.
• 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 driver's license.

Nice To Haves

• Bilingual English and Spanish, if required by the contract.

Responsibilities

• Provide personal financial counseling and management services directly to service members and their families at assigned military installations.
• Deliver one-on-one counseling, consultations with commanders or other providers and staff, briefings, presentations, and referrals to resources.
• Work with installation and military-branch Points of Contact to ensure the program operates within scope and addresses installation needs.
• 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 communication methods 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 information about installation trends and issues.
• Participate in in-services, training, quality improvement committees, and other contract activities as assigned or appropriate.
• Perform other duties as assigned.

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