State Licensed Personal Financial Counselor

Job Summary

A company is looking for a Personal Financial Counselor to provide financial services to military service members and their families.

Key Responsibilities

• Provide personal financial counseling and management services to service members and families
• Assist in establishing spending plans and develop informational financial materials
• Coordinate and conduct Personal Financial Management classes and workshops

Required Qualifications, Training, and Education

• Bachelor's degree required; or an associate degree with 4 years of experience; or a high school diploma with 6 years of experience
• 3+ years of financial counseling experience
• Must be a U.S. citizen and fluent in English; bilingual in English and Spanish if required
• Must obtain a favorably adjudicated Tier 2 investigation
• Must have one of the following certifications: AFC, CFP, or ChFC