State Licensed Personal Financial Counselor
Job Summary
Providing essential personal financial counseling services, the remote State Licensed Personal Financial Counselor will support military service members and their families through education, one-on-one counseling, and workshops, while managing short-term assignments as needed.
Key responsibilities
- Deliver personal financial counseling and management services to military personnel and their families
- Develop and conduct a variety of Personal Financial Management classes and workshops tailored to military lifecycle events
- Utilize virtual counseling methods and maintain communication with installation 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
- U.S. citizenship and fluent English proficiency; bilingual in English and Spanish preferred
- Certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
- Ability to pass a Tier 2 investigation and comply with Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI)
Complete Job Description
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