Personal Financial Counselor - Cheyenne, WY

Military Spouse Corporate Career Network • Cheyenne, WY

2d • Onsite

About The Position

The Personal Financial Counselor provides personal financial services to military service members and their families at assigned military installations. The role delivers the full breadth of personal financial counseling and education, 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 services remain within scope and meet installation needs.

The counselor helps service members establish spending plans for extended absences and develops informational financial materials for service members and families. The role coordinates, publicizes, and teaches 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. The counselor responds to requests for age-appropriate classes or seminars and may use virtual counseling or other secure electronic communications when authorized by the OSD FINRED Program office.

The position also manages duty-to-warn situations in accordance with Department of Defense protocol, communicates with leadership, and participates in individual and group supervision to share installation trends and issues. Additional duties may include in-service training, quality improvement committees, and other contract activities. Duties listed are representative and may not be all-inclusive; leaders may assign other duties consistent with the role’s intent.

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.
• U.S. citizenship.
• Fluent English.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Ability to 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.

Nice To Haves

• Bilingual English and Spanish if required by the contract.

Responsibilities

• Provide personal financial counseling and management services directly to military service members and their families.
• Deliver financial education and counseling through one-on-one sessions, consultations, briefings, presentations, and referrals.
• Work with installation and military branch Points of Contact to ensure the program operates 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 on topics across the military lifecycle.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and other secure 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 regular individual and group supervision, sharing installation trends and issues.
• Participate in in-service training, quality improvement committees, and other assigned or appropriate contract activities.
• Perform other duties as assigned that align with the intent of the job.

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