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
Professional Development
Employee assistance program
Job Description
The hiring establishment is a reputable organization dedicated to providing personal financial counseling services specifically tailored for military service members and their families. Known for partnering with military installations and related agencies, this organization emphasizes support for veterans, transitioning military personnel, National Guard and Reserve members, military spouses, wounded warriors, and their caregivers. With a strong focus on financial readiness and wellness, the organization prides itself on delivering comprehensive financial education and counseling that empower military families to successfully navigate the unique challenges of military life. The company is committed to fostering resilience and stability through expert, compassionate financial advice,... Show More
Job Requirements
- Bachelor's degree required or associate degree plus 4 years of experience or high school diploma plus 6 years of experience
- Minimum 3 years of financial counseling experience
- U.S. citizenship
- Fluent English speaking skills
- Ability to obtain Tier 2 investigation clearance
- Must pass Organizational Conflicts of Interest (OCI) process
- Certification as Accredited Financial Counselor, Certified Financial Planner, or Chartered Financial Consultant
- Bilingual in English and Spanish if contract requires
Job Qualifications
- Bachelor's degree or equivalent combination of education and experience
- Minimum of 3 years of financial counseling experience
- Certification as Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
- U.S. citizenship with fluent English proficiency
- Ability to obtain a favorably adjudicated Tier 2 investigation
- Ability to pass Organizational Conflicts of Interest (OCI) process
- Bilingual in English and Spanish if required
- Skilled in virtual financial counseling and electronic communication
Job Duties
- Provide personal financial counseling and management services directly to service members and their families
- Assist service members in establishing a spending plan for extended absences
- Develop and make available informational financial materials to service members and families
- Coordinate, publicize and provide a wide variety of Personal Financial Management classes and workshops
- Respond to requests for age-appropriate classes or seminars
- Utilize virtual counseling or other electronic communication modes effectively
- Manage duty to warn situations according to Department of Defense protocol
- Communicate with leadership and participate in supervision and quality improvement activities
- Participate in regular in-services, training, and contract-related activities
- Perform all other duties as assigned
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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