7 дней назад
Personal Financial Counselor - All Locations
58 440 - 93 500$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Financial Counselor - All Locations (Personal Finance/Military): Providing personal financial counseling, spending plans, educational materials, and financial management workshops for military service members and their families at assigned military installations with an accent on individualized counseling, deployment-related planning, and financial education. Focus on coordinating installation programs, handling duty-to-warn situations under DoD protocols, and delivering secure virtual or in-person support.
Location: Assigned military installations in the United States; U.S. citizenship required
Salary: $58,440–$93,500 annually, depending on location, skills, experience, education, and other job-related factors.
Company
provides health and wellbeing services, including personal financial counseling programs for military communities.
What you will do
- Provide personal financial counseling and management services to military service members and their families.
- Help service members create spending plans for extended absences and other military lifecycle events.
- Develop financial education materials and deliver classes, workshops, briefings, and seminars.
- Provide referrals and coordinate with installation and military branch Points of Contact.
- Use approved virtual counseling, secure online chat, video communication, and teleconference tools when authorized.
- Manage duty-to-warn situations according to Department of Defense protocols and participate in supervision, training, and quality improvement activities.
Requirements
- Bachelor’s degree required; an associate degree plus four years of experience, or a high school diploma plus six years of experience, may be considered instead.
- At least three years of financial counseling experience.
- U.S. citizenship and fluent English are required.
- Ability to obtain a favorably adjudicated Tier 2 investigation and pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest process.
- One of the following certifications is required: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
- Valid in-state driver’s license required.
Nice to have
- Bilingual English and Spanish capability when required by the contract.
Culture & Benefits
- Full-time employment with a comprehensive benefits package.
- Potential eligibility for short-term incentives.
- Health, life, voluntary, and other benefits supporting physical, mental, emotional, and financial wellbeing.
- Tobacco-free workplace and Equal Opportunity Employer.
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