Personal Financial Counselor - Vienna, OH

Military Spouse Corporate Career Network • Vienna, OH

13d • Onsite

About The Position

Provides personal financial services at assigned military installations, delivering the full breadth of personal financial counseling to service members and their families. Services may include individual counseling, consultations with commanders or other providers and staff, briefings and presentations, and referrals to resources outside counseling sessions. Works with installation and military branch Points of Contact to ensure services remain within scope and meet installation needs.

The counselor provides direct financial counseling and management services, helps service members establish spending plans for extended absences, and develops informational financial materials for service members and families. The role coordinates, publicizes, and delivers Personal Financial Management classes and workshops covering topics across the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and career events. It also responds to requests for age-appropriate classes or seminars.

The position may use virtual counseling and electronic communication methods, including web-based services, secure online chat, video communication, and customer-sponsored secure video teleconferencing, when authorized by the OSD FINRED Program office. 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. Participation in in-services, training, quality improvement committees, and other assigned contract activities is also required. Additional duties may be assigned in keeping 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 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 directly to service members and their families.
• Offer 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 stays within scope and meets 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 covering topics across the military lifecycle.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and 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 installation trends and issues.
• Participate in in-services, training, quality improvement committees, and other assigned or appropriate contract activities.
• 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