Personal Financial Counselor, Assignment Ready Counselor, California

This position provides coverage in short-term, surge, and on-demand situations resulting from military needs, such as post-deployment events or to cover absences of existing counselors.

Responsibilities

• Deliver personal financial counseling services to military service members and their families at military installations, including one-on-one counseling, commander consultations, briefings, presentations, and referrals.
• Work closely with installation and military branch Points of Contact (POC) to ensure the program meets installation needs.
• Assist service members in establishing spending plans for extended absences.
• Develop and distribute informational financial materials to service members and families.
• Coordinate, publicize, and provide Personal Financial Management classes/workshops on topics across the military lifecycle (e.g., first duty station, pre- and post-deployment, career events).
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling or electronic communication modes (e.g., web-based, secure online chat, video-based communications, secure video teleconference) as authorized.
• Manage duty-to-warn situations according to Department of Defense (DoD) protocol.
• Communicate with leadership and participate in regular supervision, sharing trends and issues from assigned installations.
• Participate in in-services, training, quality improvement committees, or other contract activities as assigned.

Requirements

• Bachelor’s degree required. Alternatives:
  • Associate degree plus 4 years of relevant experience.
  • High school diploma plus 6 years of relevant experience.
• 3+ years of financial counseling experience.
• U.S. citizenship and fluent English required. Bilingual (English/Spanish) may be required by contract.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• One of the following certifications required:
  • Accredited Financial Counselor (AFC).
  • Certified Financial Planner (CFP).
  • Chartered Financial Consultant (ChFC).
• Valid driver’s license.

Pay

Salary range: $58,440 – $93,500. Actual pay will be adjusted based on skills, experience, education, and other job-related factors permitted by law. This position may be eligible for short-term incentives.

Benefits

• Comprehensive health, life, and voluntary benefits.
• Perks enhancing physical, mental, emotional, and financial well-being.