Certified Personal Financial Counselor

Job Summary

Providing essential personal financial counseling services, the part-time Certified Personal Financial Counselor will support military service members and their families by delivering one-on-one counseling, conducting workshops, and developing financial education materials remotely.

Key responsibilities

• Deliver personal financial counseling and management services to military personnel and their families
• Coordinate and facilitate a variety of financial management classes and workshops tailored to military lifecycle events
• Utilize virtual communication tools for counseling 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 financial counseling
• 3+ years of financial counseling experience
• Must be a U.S. citizen and fluent in English; bilingual in English and Spanish is preferred
• Must possess one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
• Ability to obtain a favorably adjudicated Tier 2 investigation and pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process