Personal Financial Counselor - Helena, MT

Job Information

Title:

Personal Financial Counselor - Helena, MT

Grade: 24

Location:

Helena, Montana

Salary Range: $58,440 - $93,500 (base)

Eligible applicants include veterans, transitioning military members, National Guard and Reserve members, military spouses, wounded warriors, and their caregivers.

• Provide personal financial counseling and management services directly to 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 deliver a variety of personal financial management classes and workshops covering the military lifecycle, including arrival, pre‑ and post‑deployment, and personal and career events outlined in DoDI 1322.34.
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling or other electronic communication modes (web‑based, secure online chat, video conference) as authorized.
• Manage duty‑to‑warn situations according to DoD protocol.
• Communicate with leadership and participate in regular supervision, sharing information about trends and issues on the installation.
• Participate in regular in‑services, training, quality‑improvement committees, or other contract activities as assigned.
• Perform any other duties assigned.

• Bachelor’s degree required (or associate degree plus four years of experience, or high school diploma plus six years of experience).
• Minimum of 3 years of financial counseling experience.
• U.S. citizenship; fluent English required (bilingual in English and Spanish may be required).
• Ability to obtain a favorably adjudicated Tier 2 security investigation.
• Must pass the Congressionally Mandated Disclosure for Organizational Conflicts of Interest (OCI) process.
• Must hold one of the following certifications:
  Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• High School or GED as the minimum level of education.

• Short‑term incentives.
• A comprehensive benefits package including health, life, voluntary, and other perks that enhance physical, mental, emotional, and financial well‑being.