Personal Financial Counselor - Fort Meade, MD

VetJobs • Fort Meade, MD

3d • $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 individual counseling, consultation 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 address installation needs.

Helps service members establish spending plans for extended absences and develops informational financial materials for service members and families. Coordinates, publicizes, and delivers Personal Financial Management classes and workshops across the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and career events. Responds to requests for age-appropriate classes or seminars.

Uses virtual counseling and electronic communications when authorized, including web-based services, secure online chat, video communications, and customer-sponsored secure video teleconference. Manages duty-to-warn situations according to Department of Defense protocol. Communicates with leadership, participates in individual and group supervision, shares information about installation trends and issues, and takes part 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.
• Bilingual English and Spanish 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 (OCI) 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 at assigned military installations.
• Offer one-on-one counseling, consultations with commanders and other providers or staff, briefings, presentations, and referrals to resources.
• Work with installation and military branch Points of Contact to ensure the program is within scope and meets installation needs.
• Help service members establish 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 across the military lifecycle.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and electronic communications 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 information about installation trends and issues.
• Participate in in-service training, quality-improvement committees, and other contract activities as assigned or appropriate.

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