Personal Financial Counselor

Responsibilities

• Provide personal financial counseling services to military service members and their families
• Assist service members in establishing a spending plan for extended absences
• Develop and make available informational financial materials to service members and families
• Coordinate, publicize and provide Personal Financial Management classes/workshops
• Respond to requests for age-appropriate classes or seminars
• Utilize virtual counseling or other electronic modes of communication
• Manage duty to warn situations according to DoD protocol
• Communicate with leadership and participate in regular individual and group supervision

• Bachelor's degree required
• May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree
• May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree
• 3+ years of financial counseling experience
• Must be a U.S. citizen and speak fluent English
• Must be able to obtain a favorably adjudicated Tier 2 investigation
• Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process
• Must have one of the following certifications:
  Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)