Personal Financial Counselor, Assignment Ready Counselor - Rhode Island (Military Financial Counseling)

Location: Newport, Rhode Island, United States

Salary: $58,440–$93,500 per year

Company

hirify.global provides health and wellbeing services, including financial counseling support for military service members and their families.

What you will do

• Provide personal financial counseling and financial management services to military service members and their families.
• Help service members create spending plans for extended absences and deployments.
• Develop and distribute financial education materials.
• Coordinate and deliver financial management classes, workshops, briefings, and seminars across the military lifecycle.
• Provide approved virtual counseling through secure online chat, video communication, or customer-sponsored teleconferencing.
• Coordinate with installation leadership and military branch points of contact, manage duty-to-warn situations, and participate in supervision, training, and quality improvement activities.

Requirements

• Bachelor's degree, or an associate degree plus four years of experience, or a high school diploma plus six years of experience.
• At least three years of financial counseling experience.
• U.S. citizenship required.
• Fluent English 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 required: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC); a valid in-state driver's license is also required.

Nice to have

• Bilingual English and Spanish capability if required by the contract.

Culture & Benefits

• Part-time assignment-ready work supporting short-term, surge, and on-demand military needs.
• Potential eligibility for short-term incentives.
• Comprehensive health, life, voluntary, and other benefits and perks.
• Tobacco-free workplace and equal opportunity employment.