Personal Financial Counselor - Jacksonville, FL

Military Spouse Corporate Career Network • Jacksonville, FL

1d • Onsite

About The Position

Provides personal financial 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 stays within scope and meets installation needs.

The role provides financial counseling and management services, helps service members establish spending plans for extended absences, and develops informational materials for service members and families. It 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 outlined in DoDI 1322.34. The counselor also responds to requests for age-appropriate classes or seminars.

The position requires effective use of virtual counseling and other electronic communication methods, when authorized by the OSD FINRED Program Office. It also involves managing duty-to-warn situations in accordance with DoD protocol, communicating with leadership, participating in individual and group supervision, sharing installation trends and issues, and taking 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 directly to service members and their families.
• Conduct one-on-one counseling, consultations, briefings, presentations, and referrals to financial resources.
• Work with installation and military branch Points of Contact to ensure services remain within scope and meet 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 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 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 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