Personal Financial Counselor, Assignment Ready Counselor, California

Responsibilities

• Provide coverage in short-term, surge and on-demand situations resulting from military needs.
• Offer full breadth of personal financial counseling services to military service members and their families at military installations.
• Conduct one-on-one counseling, consultations, briefings, and presentations.
• Make available informational financial materials to service members and families.
• Coordinate, publicize, and provide a variety of Personal Financial Management classes/workshops.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling or other electronic modes of communication as needed.
• Manage duty to warn situations according to DoD protocol.
• Communicate with leadership and participate in regular supervision and training.

Requirements

• Bachelor's degree required, or an associate degree plus 4 years' experience, or a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
• 3+ years of financial counseling experience.
• U.S. citizenship and fluency in English.
• If required by the contract, must be bilingual in English and Spanish.
• Able to obtain a favorably adjudicated Tier 2 investigation.
• Pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• One of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Qualifications

• Education: A combination of education and work experience may be considered.
• Experience: Financial Counseling Work Experience preferred.
• Education: Bachelor's Education preferred.

Skills

• Effective utilization of virtual counseling or other electronic modes of communication.

Benefits

Comprehensive benefits package including health, life, voluntary, and other benefits and perks.

This position may be eligible for short-term incentives.