Personal Financial Counselor - Cheyenne, WY
Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $45,000.00 - $60,000.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Life insurance
voluntary benefits
Paid Time Off
Short-Term Incentives
Training and Development
Employee assistance program
Job Description
The hiring organization specializes in providing comprehensive personal financial counseling services at military installations, focusing on supporting military service members and their families. This role is particularly designed to serve Veterans, Transitioning Military personnel, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. The organization partners with various companies dedicated to sourcing qualified talent to ensure that military affiliated job seekers have access to meaningful employment that aligns with their expertise and career goals. As a military-focused establishment, the company emphasizes on-site work engagements at designated locations to guarantee high-quality, face-to-face service delivery where required.
The posit... Show More
The posit... Show More
Job Requirements
- Bachelor's degree or associate degree plus 4 years experience or high school diploma plus 6 years experience in financial counseling
- 3+ years of financial counseling experience
- Must be a U.S. citizen
- Must speak fluent English
- Must be able to obtain a favorably adjudicated Tier 2 investigation
- Must be able to pass Congressionally Mandated Disclosures for Organizational Conflicts of Interest process
- Certification as AFC, CFP, or ChFC
- Bilingual English and Spanish if required by contract
Job Qualifications
- Bachelor's degree or equivalent combination of education and experience
- Minimum 3 years of financial counseling experience
- Certification as Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
- U.S. citizenship and fluency in English
- Ability to obtain a favorably adjudicated Tier 2 investigation
- Bilingual in English and Spanish if required by contract
Job Duties
- Provide personal financial counseling and management services to military service members and their families
- Assist service members in establishing spending plans for extended absences
- Develop and disseminate informational financial materials for service members and families
- Coordinate, publicize, and conduct Personal Financial Management classes and workshops covering topics across the military lifecycle
- Respond to requests for age-appropriate financial classes or seminars
- Utilize virtual counseling platforms and electronic communication tools as authorized
- Manage duty to warn situations according to Department of Defense protocol
- Communicate regularly with military leadership and participate in supervision and training activities
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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