State Licensed Personal Financial Counselor

Job Summary

Providing personal financial counseling services remotely, the full-time State Licensed Personal Financial Counselor will assist military service members and their families with financial education, one-on-one counseling, and the development of financial materials, while coordinating workshops and responding to requests for classes.

Key responsibilities

• Deliver personal financial counseling and management services to service members and their families
• Coordinate and provide a variety of Personal Financial Management classes and workshops
• Utilize virtual counseling methods and communicate regularly with leadership regarding trends and issues

Required qualifications

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