Personal Financial Counselor - Cheyenne, WY

VetJobs • Cheyenne, WY

3d • $58,440 - $93,500 • Onsite

About The Position

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

The role includes helping service members create spending plans for extended absences; developing and distributing financial information; and coordinating, publicizing, and delivering Personal Financial Management classes and workshops covering topics across the military lifecycle. The counselor also responds to requests for age-appropriate classes and seminars and may use authorized virtual counseling and secure electronic communication methods.

The counselor follows Department of Defense protocols for duty-to-warn situations, communicates with leadership, participates in individual and group supervision, shares installation trends and issues, and takes part in training, quality-improvement committees, and other assigned contract activities. 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.
• 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 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 to service members and their families at assigned military installations.
• Deliver one-on-one counseling, consultations, briefings, presentations, and referrals to financial resources.
• 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 informational financial materials available to service members and families.
• Coordinate, publicize, and deliver Personal Financial Management classes and workshops covering military lifecycle topics.
• Respond to requests for age-appropriate classes and 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 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.

Benefits

• The position may be eligible for short-term incentives.
• Comprehensive benefits package.
• Health, life, voluntary, and other benefits and perks supporting physical, mental, emotional, and financial wellbeing.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level