Accredited Financial Counselor

Job Summary

Providing essential financial counseling services to military service members and their families, the remote Personal Financial Counselor will manage short-term, surge, and on-demand situations, offering one-on-one counseling, workshops, and educational resources.

Key responsibilities

• Deliver personal financial counseling and management services directly to service members and their families
• Coordinate and provide a variety of Personal Financial Management classes and workshops on relevant topics
• Utilize virtual counseling methods and maintain communication with installation leadership regarding trends and issues

Required qualifications

• Bachelor's degree required, or an associate degree with 4 years of experience, or a high school diploma with 6 years of experience in lieu of a bachelor's degree
• 3+ years of financial counseling experience
• Must possess one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
• Must be a U.S. citizen and fluent in English; bilingual in English and Spanish is preferred
• Ability to obtain a favorably adjudicated Tier 2 investigation