Personal Financial Counselor - Little Falls, MN

Military Spouse Corporate Career Network • Little Falls, MN

3d • Onsite

About The Position

The Personal Financial Counselor provides personal financial services at assigned military installations, delivering counseling and education to service members and their families. Services may 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 with installation and military branch Points of Contact to ensure the program remains within scope and meets installation needs.

The role includes helping service members establish spending plans for extended absences; developing and distributing financial information; and coordinating, publicizing, and teaching personal financial management classes and workshops. Topics span military lifecycle events, such as arrival at a first duty station, pre- and post-deployment, and personal and career events. The counselor also responds to requests for age-appropriate classes or seminars and may use approved virtual counseling and secure electronic communication methods.

The counselor manages duty-to-warn situations according to Department of Defense protocol, 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 consistent with the role. The position is on-site at the location specified in the posting.

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 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 required.

Responsibilities

• Provide personal financial counseling and management services to service members and their families at assigned military installations.
• Deliver financial education and counseling through individual 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.
• 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 military lifecycle topics and other personal or career events.
• 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 individual and group supervision, sharing information about installation trends and issues.
• Participate in in-service training, quality-improvement committees, and other assigned contract activities.
• Perform other duties as assigned.

Benefits

• Comprehensive benefits package, including 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