State Licensed Financial Counselor

Job Summary

Providing personal financial counseling services remotely, the full-time State Licensed Financial Counselor will assist military service members and their families with financial education, one-on-one counseling, and workshops tailored to their needs.

Key responsibilities

• Deliver comprehensive personal financial counseling and management services to military personnel and their families
• Coordinate and conduct a variety of Personal Financial Management classes and workshops addressing key financial topics
• Utilize virtual counseling methods and maintain communication with installation leadership to ensure program effectiveness

Required qualifications

• Bachelor's degree or equivalent experience (associate degree with 4 years or high school diploma with 6 years in financial counseling)
• 3+ years of financial counseling experience
• U.S. citizenship and fluent English proficiency; bilingual in English and Spanish preferred
• Certification as Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) required
• Ability to pass a Tier 2 investigation and comply with organizational conflict of interest disclosures