State Licensed Personal Financial Counselor

Job Summary

State Licensed Personal Financial Counselor, this remote position provides personal financial counseling services to military service members and their families, focusing on education and management of financial resources, on a full-time basis.

Key Responsibilities

• Provide personal financial counseling and management services to service members and their families
• Conduct financial management classes and workshops on various topics related to military life
• Utilize virtual counseling methods and coordinate with military leadership to meet program needs

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 in lieu of a degree
• 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
• Certification required: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)